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Case study: Merging a legacy company’s data with Salesforce

Jan 20, 2023 | Change Management

Sequoia Financial Group, a wealth management advisory firm and a Salesforce customer, had recently acquired a fast-growing company that was using another technology platform to house all of its data. Sequoia attempted to move this data into its own Salesforce ecosystem, but quickly hit roadblocks and struggled to identify a path forward that did not involve extensive manual data entry. Because of Simplus’s expertise with organizational merger operations and change management, Simplus stepped in and easily completed this entire migration—without doing any manual data entry. 

Learn more about how Simplus achieved dramatic reductions in data extract times, and how this work enabled Sequoia to immediately begin delivering first-class service experiences to its thousands of new customers.



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