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One of Sairoop’s primary goals when working with your business is ensuring your automation process easier than you can imagine. When many businesses decide to automate, they often believe it’ll take too much time, work, and energy away from getting work done. That’s just not the case.

Let’s look at how Sairoop worked with a health IT company to migrate to Salesforce with minimal impact on the business itself.

Why Migrate to Salesforce?

Before migrating to Salesforce for its client, Sairoop took the time to identify what issues were clear in the customer relationship management (CRM) tool that was being used. In this case, it was SugarCRM and over time with customization, configuration, and other functionality options became too much to handle and cause more issues with automation than they were fixing.

Another goal was to use the service cloud for the businesses’ needs, which Salesforce invests in for itself and its own clients. One of the biggest perks of using Salesforce is its long-term value when it comes to service and support automation.

What’s the Process for Migrating to Salesforce?

Working with the client, Salesforce offered a solution for migrating to Salesforce on time and on budget. The first steps of the project included mapping the components of what the health IT provider was using with SugarCRM and how to incorporate each one with the same automation function within Salesforce.

From there, Sairoop presented a plan that utilized the best integration practices for the cloud, error handling during the process, and a development life cycle to ensure delivery of the migration on time. Once the development life cycle began, Sairoop used data synching between a variety of applications to ensure the seamless integration of information from SugarCRM to Salesforce for its client.

After supporting the deployment phase of the migration, Sairoop ensured its success by being part of all aspects of testing, including integration, performance, and validation.

Was the Migration a Success?

Sairoop’s hard work from the planning stages to the development life cycle to the testing ensured that the migration from SugarCRM to Salesforce was a complete success. The transition was seamless and the impact on the client’s business as minimal and unnoticed.

For the client, taking advantage of Salesforce into the future will provide the support, stability, and features they need to ensure customization options don’t impact the long-term goals and business development internally and externally.

You can read more about the case study on this migration here.