Global Fintech – CRM Consolidation using Salesforce
Global Fintech - CRM Consolidation using Salesforce
The customer is a leading Fintech organization that provides secure payment services for small and large businesses,including payments online, card machines and telephone payments.
Business Scope
- The customer had decided to launch a new business line following a few mergers and acquisitions, the old systems had to be moved to the new service line
- Master data management was the biggest challenge at that point in time given the significant number of entities in the ecosystem
- Few entities were using the Legacy CRM systems whereas few countries entities were already on the salesforce
Solution
- Opus implemented its One Team Execution framework to build this solution. Going with the “Org merge” approach was recommended
- Opus built a few tools to accelerate the org merge processes
- The data loader was used to migrate the data from the old org to new 1SF org framework
- New features were added as a part of optimization
- Custom code was migrated to the new org by making it compatible to the master org i.e. 1SF org
Business Benefits
- Disintegrated entities meant distorted reporting, making it cumbersome for the leadership to make effective decisions. The crisp dashboards across several entities from this huge project changed that.
- The countries were successfully on-boarded to the new 1SF service line, making it the single source of truth & data
- All the data, objects, rules, users, profiles, company hierarchy and customization of the old org were successfully consolidated to the new 1SF org