Hexaview streamlined a client’s CRM operations by consolidating and migrating data from multiple systems to Salesforce

About the Client

Our client is a leading provider of CRM solutions for wealth management organizations, offering sophisticated portfolio management tools for diverse account portfolios. By enabling financial advisors to manage client relationships effectively, they help wealth management firms deliver superior service.

Client's Challenges

• Multiple CRM Systems: Maintaining data consistency across two separate CRM platforms was cumbersome and prone to errors.
• Complex Data Integration: Integrating data from Microsoft Dynamics, Tamarac, and Seletica into a unified system posed compatibility and quality challenges.
• Risk of Disruption: Migration had to be completed without interrupting daily operations.
• User Adoption Concerns: Employees required training to effectively use the new system.
• Operational Inefficiencies: Duplicate systems increased maintenance costs, reduced productivity, and slowed workflows.

Hexaview's Solutions

Hexaview delivered a comprehensive migration strategy that ensured smooth transition and operational optimization:

• Unified Platform Migration: Extracted, transformed, and cleansed data from Microsoft Dynamics (Tamarac & Seletica) before migrating to Salesforce Financial Services Cloud.
• Modern, Optimized Setup: Configured Salesforce environment with Flows, ensuring scalability, stability, and optimal performance.
• Seamless Data Transfer: Utilized Azure Synapse Analytics, Azure SQL, and Azure Data Factory to ensure secure and accurate migration.
• User Enablement: Implemented user provisioning, robust security measures, and conducted extensive training programs.
• Post-Migration Optimization: Performed rigorous testing, monitoring, and performance tuning to sustain efficiency and reliability.

Tech Stack

• Salesforce Financial Services Cloud (FSC)
• Flows
• Azure Synapse Analytics
• Azure SQL
• Azure Data Factory
• Microsoft Dynamics
• Tamarac
• Seletica

Impact

• 37% reduction in operational overhead by retiring duplicate CRMs.
• 95% data consistency and 42% fewer errors across workflows.
• 35% annual cost savings on maintenance.
• 82% higher user adoption rate with faster task completion.

Key Success Factors

• Deep understanding of the client’s business and technical requirements.
• Agile approach with clear, continuous communication throughout the project.
• Extensive experience in CRM migration and integration.
• Highly skilled technical team delivering quality within tight timelines.

About Hexaview

A digital transformation firm focused on providing Technology Consulting, Development Centre, and Captive as a Service with an innovative approach and the latest technology. With both financial and technology expertise, Hexaview Technologies delivers secure, optimal, and quality solutions tailored to unique business requirements.

Areas of Specialization: Enterprise Product Development, Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Flagship Products: ReportWa, PDF Extractor, and Video Statements — enabling data visualisation, automation, and efficient data extraction.