The RichBrains team manually reviewed the picklists and data fields in Dynamic CRM and mapped them accordingly in Salesforce. Similarly, we examined user roles and hierarchies in both the source and destination CRM systems and created custom data mappings to guarantee a seamless, error-free migration. RIchBrains also inspected workflows and processes in the Microsoft CRM and set up corresponding workflows in Salesforce while implementing numerous improvements for leaner processes. Additionally, we mirrored the custom reports and notes functionality in the new CRM system, migrated marketing campaigns with the associated assets and members, and performed telephony integrations.
Thanks to effective data migration planning, the RichBrains team expertly handled duplicate records and configured the system to automatically spot and correct such instances. We took the necessary steps to ensure that the data was migrated in the correct format, populated the right fields, and was consistent across the related records. RichBrains also prioritized data security, implementing robust technology tools and following data migration best practices to protect information in transit and at rest.
One of our customer's key requirements was to avoid the CRM system downtime during the migration process. To achieve this goal, we made sure to migrate historical data first and configure automated data migration pipelines to gradually add new information to the system without disrupting business processes.
As part of our unique approach, RichBrains implemented an effective automated testing strategy encompassing the development of test cases and scenarios and configuring reliable continuous testing mechanisms in the Salesforce cloud.