Migrating data from Vtiger CRM TO Dynamics 365

CHALLENGE

To replace the existing CRM system-Vtiger with another CRM that can address their existing needs as well as the below requirements:

(1) Improve coordination for the overall sales, marketing and customer service efforts.

(2) Provide better insight into campaign management, customer journey, sales performance, and return on investment.

(3) Automate prolonged recurring tasks, warn employees of open client issues, and automatically send important e-mails to clients and partners.

(4) Customize and configure the software forms, fields, workflow and assign privileges without additional development to assure that the right data is provided to the right employees.

(5) Integrate with an email client to obtain a central location from where the sales team can manage both communications and client data.

(6)To bring across all the data that was present in the existing vTiger to Dynamics 365 without losing any data and without interrupting their current work while migration would be in progress.

SOLUTION

Cabot Business Consulting Team put together a plan to divide the data according to business divisions, cleanse and dedupe the data, and migrate the Sales data to its new CRM-Dynamics 365.

RESULT

Following were the benefit obtained after implementation of Microsoft Dynamics CRM solution:

(1) The successful migration of all sales data including Leads, Opportunities, Accounts, Contacts, Invoices, Notes, Activities, Attachments from vTiger CRM.

(2) Avoid repetitive manual tasks with automated processes. 

(3) Real-time reporting across key performance indicators using Power BI dashboards and visualizations; thereby getting new insights for informed, data-driven decision making.

(4) Through built-in “predictive analytics,” Microsoft Azure Machine Learning, and Cortana Intelligence, Dynamics 365 ensures that the workforce have access to accurate and predictive business data as well as insights to help decipher and develop actions to move the business forward. 

(5) Easy integration with software’s ѕuсh аѕ Outlооk, Office, SharePoint and Exсhаngе. Sales team could access the most current information and data, have the ability to work in conjunction with other Microsoft applications while inside the Dynamics 365 solution

(6) Communication is enhanced throughout the organization and improved access to the information and Data.

(7) Using Microsoft AppSource, Microsoft’s app market, it is easy to find apps that help expand or acquire additional functions that Sales team currently needs or will need in the future.