[Case Study]

Setting Up Salesforce Service Cloud for a Global B2B Software Provider

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The customer, a global B2B software provider, was using Salesforce for their support and service operations but they believed MS Dynamics to be a better fit for their organization and decided to migrate.

This move, however, didn’t turn out as they expected, so they decided to switch back to Salesforce.

The customer wanted to set up their Salesforce Service Cloud from scratch and wanted a seamless data migration from MS Dynamics to Salesforce.

Download this case study to learn how we helped the customer with:

  • Setting up Salesforce Service Cloud from Scratch
  • Migrating Data from MS Dynamics to Salesforce
  • Ensuring Zero Data Loss in the Migration Process
  • Providing Maintenance Support

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Highlights

  • kpi-nps-icon 20 Percent Point Increase
    in NPS
  • kpi-manager-collaboration Improved Partner-Channel
    Manager Collaboration
  • kpi-channel-managers Better Performance Visibility
    to Channel Managers

We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.

This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.

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