ACT to SugarCRM Migration

Client:
A US based organization that runs a child safety solutions network. It brings together the creative energy and successes of parents, child safety experts, community health educators, law enforcement, firefighters/EMS, teachers, nurses and pediatricians who are dedicated to teaching children to act safely and responsibly.

Challenges:
To meet the high level of new requirement, client decided to migrate data from ACT to SugarCRM.

  • Companies
  • Attachment
  • Calls
  • Campaign
  • Case
  • Contacts/Email
  • Lead
  • Meeting
  • Products
  • To-dos
  • Users

Solution:
Our SugarCRM Customization experts extracted the data from ACT, cleaned data up for duplicity and redundancy and then mapped the fields to the appropriate modules in SugarCRM before finally migrate the values and the relationships to SugarCRM database. In the cases of migration, our approach is to perform detailed analysis of the existing system and the business processes that are automated through it for better effectiveness in the migration of data to SugarCRM environment. We completely retained the relationship between the modules, fields or records that are critical for working on the new system and this helps in a smoother user acceptance run during final implementation. We keep a backup of the complete data from the outgoing system for better risk management before executing migration of any data into SugarCRM.

act on to suitecrm

Technology:

ACTCRM – It helps in organizing all the information of customers at one central place and then on the demand of facing staff-customer, the customer information can be accessed. This CRM, unlike other platforms, is quite flexible and here, one gets the leverage of tailoring it according to the requirements of the business yielding a connected workspace, accessibility and adaptability.

SugarCRM- Today, it has over half a million users and 7,000 customers who rely on this software for growing sales, executing marketing programs, creating business applications (custom) and retaining customers. These customized business applicationsare utilized in many ways, like for powering sales team, managing the database of customer information and running the support organizations for the customer. What makes SugarCRM unique is its source code? The application is an open source which results in the availability of application’s source code to any developer, customer or user.

Outcome:
This helped in a smoother user acceptance run during final implementation of the new system. The migration has resolved couple of operational issues along with cost concerns of the client.

    • Categories: CRM, SUGARCRM