- contactus@quixtec.com
- (425) 367-9025
Leadstone Group CRM
Complete CRM migration from Oracle CRM ON Demand to QuixTec’s CRM solution for a leading online marketing company.
Overview
Introduction
This project involved complete CRM migration from Oracle CRM ON Demand to our CRM for a leading online marketing company. The existing CRM was not flexible enough to cater all the diverse business requirements so the open source, fully customizable alternative of our CRM was suggested and adapted.
The main focus was to complete Data Migration from Oracle CRM OnDemand to our CRM smoothly and in process implement any customizations necessary in our CRM. This phase of the project was very carefully analyzed and divided into several different logical milestones to conquer the complexity and ensure highest quality of deliverable.
Future Enhancements
- Automated Reports to Clients
- Enhanced Notification Processes
Implementation Process
- The complete project spanned over several months and followed the planned line of action. Each milestone below was Individually handled to completion with constant client interaction and testing along the way.
1: Data analysis and basic field mapping
Detailed analysis of OracleCRM OnDemand was carried out and entities and fields were mapped on to our CRM modules. Deliverable for the milestone as a detailed entity and field mapping between existing OracleCRM OnDemand and out of the box our CRM.
2: Gap identification and customizations
The requirements for custom modules, fields and processes in our CRM were identified in this milestone and customizations were planned.
3: SuiteCRM Customization
Before starting any data migration, all the required our CRM customizations were implemented.
4: Data Migration - Pass 1
Data migration process was carried out through a hybrid approach using our CRM Migration Tool, custom import scripts and ETL tools like Talend (wherever necessary). In the first pass a limited number of records from each module will be imported in our CRM to verify the import process and exhaustively test the migrated data.
5: Data Migration - Pass 2
After successful completion of Pass 1, the full set of data was Imported and tested.
Support
Extended support was provided after going live to fix any bugs that might arise during production usage.
Frequently Asked
Discover Quick Answers To your Questions
Ask us about our Betta training and support.
Subcontract our team of experts to run the show for a totally hands-off solution. We do all the work, and you get all the glory.
A CRM system centralizes customer data, improves communication, and optimizes the entire sales process, making it easier to manage relationships and close deals faster.
CRM's and Marketing Automation are complex processes. BettaWerks' flexible solution includes training, so your team is on track, organized and happier.
When you own your marketing application platform, you have full control over its features, design, and functionality. This allows you to tailor the platform to meet specific business needs and customer preferences, providing a more personalized experience and happier internal teams who accomplish more and save time with less effort.
From email campaigns and social media posts to lead scoring and customer segmentation, Marketing Automation can handle many repetitive tasks, allowing you to focus on strategy.
More importantly, you have greater control over your data and how it is stored and used. This can be crucial for businesses with strict data privacy requirements.
When integrated, Marketing Automation feeds data into CRM systems, allowing you to deliver personalized messages at every stage of the customer journey and ensuring a smooth handoff from marketing to sales.
However, because QuixTec's solution is open source we can connect you to your backend systems to surface additional information to improve decision making.
You can begin futuristic marketing within 10 to 30 days depending upon the plan you select and whether you are new or migrating from another provider. Migrating data from another provider requires proper planning and execution.
Enterprise plans that include backend data integration, take longer and need requirement gathering and DevOps delivery processes.
Yes, and we can help you, so you don't lose any information or assets.
You should check with your provider because some won't release your data to you. If this happens, we may be able to provide a workaround to get your data another way.
Absolutely! We love helping those who help others. In fact, we've worked with one of the world's largest NGO's for over 14 years!
Call us to discuss your needs and the available solutions we offer to those who qualify.
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(425) 367-9025
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contactus@quixtec.com