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Arcturus Transition to Salesfore and Automating Business Processes

Increase your business efficiency, market applications and data accessibility on a global scale with Salesforce.

Created future-proof business to efficiently manage business and run business operations with automated go-to solutions. Connect multiple systems together under one platform and use lightning flow to interconnect data despite the complex logic behind them.

arcturus Screen

Business Overview

Business Overview Illustration

Our client’s enterprise is a data center based service provider. They wanted to use Salesforce to reduce the data redundancy.

Build customized processes with attractive visual experience that helps all operations with automation based on set criteria.

Increase the agility of business processes with guided interactions irrespective of the device platform used for operations.

The Challenge

Identifying the important data criteria points and ensuring to provide flexibility for all business needs.

Automatically running all reports required for necessary tasks with the ability to integrate them in any application system.

Migration from Microsoft Dynamics CRM to Salesforce without affecting existing reports, data and ongoing business processes.

Challenge Illustration

Our Approach

We created an immutable roadmap for the discovery phase we laid down for our client to understand each and every one of their business needs.

System Interconnection

System Interconnection

Interconnecting multiple departmental system data in order understand their individualized need.

Customized Salesforce

Customized Salesforce

Ensuring satisfaction of our client by building customized Salesforce automation for respective workflows.

Data Export

Data Export

Working closely with Microsoft CRM experts in order to ensure safe export of data from existing systems.

Training Systems

Training Systems

Post successful data export, we trained all necessary systems to operate proactively with Salesforce automation.

Service Portal

Service Portal

Created out of the box Salesforce components to build self-service based portals that any user can understand.

Optimization of Data

Optimization of Data

Governed the master data management schedule to use data where it is required of utmost importance.

Project Highlights

  • Arcturus that operates based on Salesforce is customized and thus can fit into any business need

  • Success data export and import of data between Microsoft CRM and Salsesforce database

  • Effective and efficient way of reporting data to run operations with better capabilities and accuracy

Results – A journey from goals to Success

Maximized the salesforce usage by training the system accordingly

Easily manage security settings and Improve the security measures used by Arcturus.

Technologies we used

Java
Java
Salesforce
Salesforce
Microsoft CRM
Microsoft CRM
Salesforce Lightning
Salesforce Lightning