MS Dynamics CRM to Salesforce migration for Global University Systems

Diagram illustrating CRM data integration and migration process from Microsoft Dynamics CRM to Salesforce

ABOUT THE CLIENT

Global University Systems (GUS) is a network of higher education institutions, affiliates, and partners offering undergraduate, postgraduate, doctoral, and vocational training programs to over 60,000 students.

While physically operating in six countries, GUS boasts a strong online presence and is focused on providing a globally recognized education that equips students for the challenges of the digital economy.

Business challenge

Global University Systems depended on the 2011 edition of Microsoft Dynamics CRM to oversee the wide-ranging network of educational organizations, staff, and students. This software suite included various business applications for sales, customer, and resource management, as well as multiple custom configurations with third-party systems and services.Dynamics CRM, now rebranded as Microsoft.
Dynamics 365 Customer Engagement, is an excellent solution for customer relationship and sales process management. However, its outdated and no longer supported version dating back to 2011 became a major bottleneck in our client's operations, preventing GUS from expanding its network and delivering superior learning experiences.

Specifically, our customer expressed concerns about:

Connect athletes and brands in an easy to use, cloud-based interface
Create an automated, stable and scalable system to cope with future growth
Create a safe and trusted platform for all users

To overcome these challenges, Global University Systems reached out to RichBrains to migrate the obsolete CRM solution to a modern and more efficient technology stack.

Having analyzed the customer's needs, the RichBrains team recommended migrating to Salesforce, a modern CRM solution that supports a wide range of business processes. The CRM system also met our client's requirements for system integration and AI adoption.

With more than twenty Salesforce migration projects under our belt, RichBrains understood the unique challenges associated with switching from a legacy CRM solution to a more advanced technology stack. The team was well aware of possible obstacles during data migration, a process that involves mapping fields between the two systems, cleaning up the data, and ensuring that no data is lost in transit.
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To address these challenges, we suggested using a reliable extract, transform, load (ETL) package driven by hand-picked technology tools, through requirements analysis, and our vast expertise in application integration and migration.

Impressed with the proposed implementation approach, the client gave RichBrains the green light, and the migration process began.

From a technological standpoint, the migration from Microsoft Dynamics CRM to Salesforce involved seven essential steps:

Gaining access to the customer's existing database structure
Performing R&D activities to test the feasibility of the suggested migration strategy
Developing the business logic for the migration project
Mapping and transferring custom fields and data related to the client's sales and marketing activities
The system's migrating data from Dynamics CRM to Salesforce incompatibility with emerging technologies, such as artificial intelligence
Cleaning and erasing duplicate data
Reconfiguring the Microsoft Dynamics CRM integrations in Salesforce

Contact us for a non-commitment discovery call to unlock your project's potential.

Our team is committed to actively contributing to your project's success. We'll delve deep into your challenges and opportunities, offering our expertise every step of the way.

Expect a tailored proposal designed to address your specific needs. Whether it's improving existing systems or building from scratch, count on us to be your reliable partner on the journey to success.

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