Transforming Legacy CRM Systems for a More Connected Customer Experience
Problem
A leading U.S.-based financial institution relied on Microsoft Dynamics to manage client data, interactions, and workflows for one of its business divisions. Over time, the legacy system could no longer keep pace with:
- Evolving customer expectations
- Growing internal reporting needs
- The flexibility required for modern financial services operations
The institution needed to:
- Consolidate client data into a scalable, adaptable platform
- Improve reporting and analytics to better inform decision-making
- Streamline operations to reduce manual handling and redundant tasks
The challenge? The existing Microsoft Dynamics environment was highly customized, making migration complex and requiring meticulous planning, mapping, and validation to ensure continuity.
What We Did
Vectr Solutions partnered with the client’s implementation provider to migrate the division’s CRM environment from Microsoft Dynamics to Salesforce Financial Services Cloud (FSC).
Our work included:
- Data Migration & Mapping – Conducted a detailed mapping exercise to ensure historical client data, interactions, and records were migrated accurately.
- Salesforce FSC Configuration – Replicated and enhanced critical functionality from Dynamics while aligning with compliance requirements.
- Custom Development – Created and customized Salesforce objects to match the institution’s unique workflows.
- Testing & Validation – Executed multiple rounds of testing to safeguard data integrity, minimize disruption, and meet project deadlines.
Outcomes
The migration equipped the institution with a modern, unified CRM tailored to its division’s needs. Post-launch benefits included:
- 500K+ accounts and contacts migrated for a complete 360° customer view
- 1M+ records and 15 years of data consolidated into Salesforce
- Unified workflows from 10 business lines on a single platform
- Secure management of $1.5M in annual contract value within FSC
