Case Study

Personify

Integration and data migration for a seamless post-acquisition transition.

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At a Glance

Simplus worked hand in hand with Personify to expertly migrate data and secure integrations to its Salesforce instance while also improving overall sales functionality on the platform.

Services Provided

Advisory Services
Implementation Services
Data Migration

The Challenge

Challenge Personify

Having recently acquired MemberClicks at the end of 2020, Personify knew it was about to embark on a major integration project. Personify reached out to Simplus for guidance and strategic partnership for the data migration and simultaneous enhancements to its overall sales process housed in Salesforce.

Challenge Personify

About Personify

Personify’s Community Experience Platform helps you manage and grow your community with association management software, event management software, and membership engagement products that strengthen the connection between your organization, your members, and your mission.

Headquarters: Austin, Texas
Industry: Technology
Website:  www.personifycorp.com

The Simplus talent is very straightforward and honest. They have the ability to access resources on multiple levels of expertise and leadership to get the solutions and direction they need when they need it.

—Aly Payne, IT Director, Greenbits

The Outcome

Outcome-Personify

Simplus worked closely with Personify on both discovery and implementation phases of the data migration project. Simplus moved data to Salesforce along with 30–40 other systems. This included moving financial data from Intacct to Netsuite and connecting Salesforce to Mavenlink and Netsuite. Additionally, Simplus made sure the data integrations were in sync with the newly standardized and streamlined sales process in Salesforce.

Successful adherence to target schedule

30+ users transitioned to Lightning and CPQ

Alignment of business units drove efficiency

Successful adherence to target schedule

30+ users transitioned to Lightning and CPQ

Alignment of business units drove efficiency