Challenges:
- Specific customizations to be migrated
- Migration needed to provide the ids/keys for the subsequent integration with a legacy account management system
- Short timeframe until Salesforce license expired
- The reasons to replace Salesforce:
Expensive
Not happy with usability and flexibility
Poor user adoption
Results:
- Full data scope covered by conemis data integration tools
- Extensive custom mappings accommodated
- Lead to Opportunity
- Task and Case both mapped to Activity
- Full migration of record owners and teams
- Integration with external account management system supported
