Hexaview Technologies
Your Digital Transformation Partner
Hexaview Technologies is a Digital Transformation firm providing high-end products and solutions to clients who include leading players in the worldwide technology industry. We specialize in designing, developing, and implementing complex data and software solutions that leverage the most advanced technology infrastructure to your critical business needs. Our niche spans technology pillars like” – Salesforce, Cloud, AI, NLP, ML, and more.
Contact Information
New Jersey, New Jersey 08816 United States
Noida, Uttar Pradesh 201301 India
Walnut Creek, California 91789 United States
Paris, Paris 75116 France
Migration from RedTail CRM to Salesforce CRM
Finance
Timeline: 6 weeks Amount: Not Disclosed
The client was facing challenges with the existing RedTail CRM that did not allow customizations in terms of business process automation and their teams had to operate the data manually which was a tedious and cumbersome task. Therefore, they wanted to migrate from RedTail CRM to Salesforce CRM to allow more automation. Leveraging our Salesforce expertise, we understood the client’s data model in-depth, performed the data mappings accordingly, and built their data model in the Salesforce CRM. We Integrated multiple external systems such as Outlook, Pardot, Act-On. Apart from this we also created reports and dashboards in the platform to enhance the user experience.
Not Disclosed
48
