Salesforce CRM Data Migration Success Story, Large US Insurance Company

Salesforce Data Migration Implementation Across 40 Countries

by ExistBI

ExistBI helped a large US insurance Company migrate around 40 Countries (Markets) into their global Salesforce CRM implementation, containing 15 datasets per market.  We had three phases in migration per market. In SIT we focused on cleaning up the data and making sure it’s accurate from a technical perspective and in the correct format.  In UAT we focused on data quality and the correct relationships, we then loaded to production.

Additionally, we had ongoing interfaces and integrations for Customer, Product and Sales data with other systems. For migration and integration we used Informatica, Oracle for staging area/database, and for other data related tasks we used Talend.

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