Congruent executed this project by seamlessly migrating data from Pivotal CRM platform & Customer’s Master database (Account & Security applications) to Salesforce CRM platform through a middleware solution.
Industry
Not-for-Profit Asset Management
Customer Profile
The customer is a leading asset management firm that empowers educational institutions, foundations, pension funds, family offices, RIAs, and other sophisticated investors.
Customer Situation
- Need to seamlessly migrate data from Old CRM platform to Salesforce.
- Customer needs to sync the data between their Master database and Salesforce bi-directionally with the exact field mappings.
- All sync schedulers need to run daily/weekly on a separate server to sync data between Master database and Salesforce bidirectionally.
Congruent’s Solution
- A middleware plugin was developed in C# that acts as an intermediary layer to handle authentication with Salesforce and to perform data operations, including inserting and updating records.
- This plugin is being used across various C# synchronization projects to facilitate the data synchronization process.
Impact & Benefits
- Unified view of customer information across all platforms
- Access and update the data in real time across all platforms.
- Eliminating manual data entry, duplication, and reconciliation.
- Enhanced communication and collaboration among sales teams
- Offer more flexibility and choice for the business.
Congruent’s Key Challenge
- To devise a dependable and thorough data mapping and transfer procedure using a resilient and adaptable technological platform.
- High-volume dataset considerations during the sync of data between Salesforce and CF Master
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