Conclo Technologies

Home Case Studies Leading Industrial Automation Service Provider

Leading Industrial Automation Service Provider

Migration from legacy CRM to Salesforce, Data Migration


  • Industry:


  • Product Information

    Sales Cloud, Salesforce Platform

  • Location

    TamilNadu, India

  • Size

    15 + Salesforce Users

Clients Description:

Customer is a leading solution provider in the field of Industrial Automation specifically focussing on Pneumatics & Vacuum Applications, Compressed Air Treatment, Mining Equipment Spare Parts, Aviation Equipment, and Conveyor Monitoring Solutions


Implementation of lead to order process andalso migration from existing CRM systems to Salesforce. The client required a new CRM to fit their growing business needs With unsuccessful CRM experiences in the past, the client was custom CRM left with multiple legacy systems which were expensive to maintain and left them reliant on several third-party IT vendors. The client also had a growing pipeline of leads being passed to them by referrers and were unable to manage contacting all leads on time as volumes continued to grow.

Project Details

The scope of the project was to implement Lead to order process. Some of the key activities involved in the project were

  • Change Management: Migration from existing CRM systems to Salesforce and defining roadmap for digital transformation
  • Data Migration: Migration of existing CRM data to Salesforce
  • Reports and Dashboard: Management and Operational reports using Salesforce reports and Dashboards
  • Training Support: Support and provide training to key users before handover

What Kind Of Business Benefits Award Through Our Service

Following are some of the Key benefits of this engagement

  • Unified 360 degree view of customer and related information
  • Streamlined and unified business process across organization
  • No Manual intervention or redundant activities

Featured Services

  • Salesforce consulting
  • Salesforce Sales Cloud and Platform implementation
  • Data Migration
  • Management and Operational Reports and dashboard
  • Support and change management

What Client Say About Our Company?

CONCLO Technologies was able to deliver the solution on time and helped in smooth transition to new salesforce system

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