Case Study: Migration to the Salesforce Cloud - Service Cloud, Sales Cloud, PRM
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Migration to the Salesforce Cloud Enables Holistic Customer View


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Infogain Approach for Salesforce Cloud Migration

As the managed services provider for the existing Pivotal CRM and custom Microsoft SQL Serverbased applications, Infogain first developed a strategic IT plan for the client, which addressed the limitations of the existing application environment. This then enabled the client to map out a proposal to convert its environment to the Salesforce Cloud—including Salesforce Service Cloud,
Salesforce Sales Cloud and Salesforce PRM.

Solution & Scope of Work

Infogain built a mix of standard and custom Salesforce functionality that supports the complex business environment that is central to the client’s core business.

  • Strategic IT assessment
  • Comprehensive business process requirements
  • Cloud-based Salesforce solutions (standard and custom)
  • Heroku-based portals for extended Installer community