Project Overview
Executed a comprehensive enterprise CRM migration from legacy on-premise systems to Salesforce Cloud for GlobalRetail Corporation, serving 2,000+ users across 15 countries. Implemented extensive automation including data migration, workflow optimization, AI-powered analytics, and intelligent reporting systems.
The Challenge
Legacy System Limitations
15-year-old on-premise CRM with limited functionality, poor mobile access, and expensive maintenance.
Complex Data Migration
8 million customer records, 12 million transactions, fragmented data quality across multiple databases.
Manual Workflows
Sales team spending 40% of time on administrative tasks instead of selling.
Limited Analytics
No real-time reporting, manual data aggregation taking days to generate insights.
Our Solution & Automation Features
Automated Data Migration & Cleansing
- Intelligent Data Migration: Automated ETL pipelines migrating 8M+ records with zero downtime using phased approach
- AI-Powered Data Cleansing: ML algorithms automatically detecting and correcting duplicates, inconsistencies, and data quality issues
- Automated Validation: Real-time data validation with automatic error detection and correction workflows
- Field Mapping Automation: Intelligent field mapping with auto-transformation of legacy data structures
- Rollback Protection: Automated backup and rollback mechanisms ensuring data integrity throughout migration
Workflow Automation & Process Optimization
- Sales Process Automation: 35+ automated workflows for lead routing, opportunity management, and quote generation
- Approval Workflows: Automated multi-level approval processes with intelligent routing based on deal size and risk
- Task Automation: Automated follow-up tasks, reminders, and escalations based on customer interactions
- Email Integration: Automated email capture, logging, and response templates with AI-suggested content
- Document Generation: Automated contract, proposal, and quote generation from CRM data
AI-Powered Insights & Predictive Analytics
- Einstein AI Integration: Predictive lead scoring automatically prioritizing opportunities with highest conversion probability
- Revenue Forecasting: AI-powered sales forecasting with 95% accuracy based on historical patterns and trends
- Churn Prediction: ML models identifying at-risk customers 60 days in advance for proactive retention
- Next Best Action: AI recommending optimal actions for each customer interaction to maximize value
- Sentiment Analysis: Automated analysis of customer communications to gauge satisfaction and identify issues
Automated Reporting & Dashboard Intelligence
- Real-Time Dashboards: Live executive dashboards auto-updating with KPIs, pipeline metrics, and performance indicators
- Automated Report Distribution: Scheduled reports automatically generated and distributed to stakeholders daily/weekly/monthly
- Custom Analytics: Self-service analytics platform with AI-powered insights and trend detection
- Mobile Analytics: Full reporting capabilities accessible via mobile app with offline sync
- Performance Alerts: Automated alerts when metrics deviate from targets with suggested corrective actions
Results & Impact
99.8%
Data Accuracy
65%
Time Savings
Zero
Downtime Migration
45%
Sales Productivity Gain
Migration & Business Impact
- Successfully migrated 8M+ customer records with 99.8% data accuracy
- Achieved zero downtime during migration through phased rollout strategy
- Reduced administrative tasks by 65%, freeing sales team to focus on selling
- Increased sales productivity by 45% through workflow automation
- Improved forecast accuracy from 70% to 95% using AI predictive models
- Reduced customer churn by 28% through proactive retention workflows
- Cut IT maintenance costs by 60% moving from on-premise to cloud
- Enabled mobile access for 100% of sales force with offline capabilities
- Decreased report generation time from days to real-time
Technology & Cloud Stack
Salesforce Cloud
Einstein AI
MuleSoft
AWS Cloud
Tableau
Apex/Lightning
Data Loader
Salesforce Mobile
Michael Patterson
Chief Revenue Officer, GlobalRetail Corporation
"OcturionTech's cloud migration expertise transformed our entire sales operation. The automated data migration was flawless - 8 million records transferred with zero downtime and near-perfect accuracy. The workflow automation has eliminated countless manual tasks, and our sales team now spends their time actually selling instead of doing administrative work. The AI-powered forecasting has given us unprecedented visibility into our pipeline, and the real-time dashboards have revolutionized how our executives make decisions. This was a complex, high-stakes project, and OcturionTech delivered beyond our expectations."
Project Information
GlobalRetail Corporation
Cloud Migration / CRM
9 Months
September 2024
Retail / E-Commerce
2,000+ across 15 countries
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