Salesforce Migration

Client: Private Client

Year: 2014

Mitchell Ideas’ client had a need to move from a large Lotus database/front-end to a modern Customer Relationship Management (CRM) product. Through an evaluation of the client’s needs, we determined that Salesforce would be good fit for the client moving forward.

Key Deliverables:

  • Product Evaluation, Requirements Gathering
  • Planning and Scope
  • Data Migration
  • Software Development
  • Business Staff training

Mitchell Ideas provided Project Management services including the software evaluation, and migration planning. During execution and at project close we also were contracted to support the client’s business team in a training capacity. Custom Software Development of the Salesforce implementation using Salesforce’s APEX was also provided.