As mergers and acquisitions accelerate across financial services and wealth management, organizations are increasingly challenged by fragmented CRM landscapes. Multiple Salesforce orgs, legacy CRM platforms, and inconsistent data models create operational friction and limit the ability to deliver a true client and household 360 view. The strategic objective is clear: transition to a single, unified […]
Salesforce Organization Split and Data Migration Project Challenge Our Healthcare client was facing the challenging task of splitting an existing business unit into its own Salesforce instance. They required specialized assistance to navigate this complex process, particularly the migration of the business units’ data and metadata following a migration framework developed specifically to meet their […]
Healthcare & Life Sciences Solution Migration of Homegrown Solution to Salesforce Adds to 360 Degree Customer View Client helps pharmaceutical and biotech companies develop prescription drugs. In addition to providing testing services directly, client manages an extensive network of approved testing partners through its internally developed system. CHALLENGE Over the past five years an individual […]
