Seamless Sales Cloud Migration into a Single CRM
OneTrust helps companies adopt better privacy practices so they can be trusted with customer data and deliver more valuable user experiences. The Trust Intelligence Platform connects privacy, GRC, ethics, and ESG teams, data, and processes so that all companies can collaborate seamlessly and put trust at the center of their operations and culture.
- Industry: Technology
Atlanta, Georgia, United States
- $5.3 Billion Revenue
- 2500 Employees
- Salesforce Products:
Sales Cloud, Salesforce CPQ, Service Cloud
At a Glance
Through various acquisitions, OneTrust had been operating four different CRM instances with three different Salesforce Orgs and one HubSpot instance. They reached out to GyanSys to migrate both data and metadata, as well as to standardize critical business processes under one global Salesforce instance and provide users with a single view of the customer within one CRM.
Migrating to a Single CRM
OneTrust acquired multiple organizations that maintained independent CRM applications with autonomous back-office systems and integrations. GyanSys was introduced to augment the internal CRM team and accelerate the in-flight transformation program delivery. Our partnership with the OneTrust team allowed us to rapidly assess three different Salesforce instances and plan for a consolidation approach considering metadata, data, and instance configurations within the target org.
Working alongside the CRM team at OneTrust, GyanSys audited the Sales, CPQ, and Service Cloud features of each Org to gain a foundation for how complex the implementations would be to migrate. The GyanSys team was able to identify data gaps and developed a complex data transformation logic to rebuild the required relationships between the Salesforce CPQ records and the OneTrust system. This included modifying target Salesforce tables and fields for incoming shared Org data.
The cutover was separated into two releases, ensuring the OneTrust team could validate data quality and accuracy from the first source org, before the second migration.
Companies who have successfully consolidated to a single platform provider report even greater levels of business agility as well as shorter time-to-market.– Forrester
Complex Data Transformations for Accurate Reporting
OneTrust maintained a global Salesforce instance that was highly customized and maintained Salesforce SKUs that the other groups did not have. As part of migrating into a single CRM, standardizing their CPQ data and ensuring ARR and CVT values match after the data transformation led to more accurate revenue reporting.
The GyanSys team is skilled in complex data migrations, which in this case encompassed transforming a total of 44,000+ account extraction and 11,000+ multi-dimensional quotes (MDQ) into a one-dimensional deal so that historical revenue reporting is accurate for business decision-making.
Salesforce CPQ platform allows for 36% faster quotation production, 27% fewer invoicing errors, and increases up-selling by 22%.– Salesforce
Seamless Sales Team Experience
The additional benefit of migrating into a single CRM enabled the sales team to have access to a unified platform with connected data workflows. The new CRM also elevates sales rep’s productivity by getting the right information at their fingertips to close the right deals to achieve revenue targets, as well as accelerate deal velocity. It has also allowed for clear visibility into sales pipeline bottlenecks and accurately track forecasted versus actual outcomes.
Simplifying complex data migrations with Groundswell
Our team has extensive knowledge in migrating data and even Org merges with the power of Salesforce technology. We supported One Trust in standardizing their critical business processes under one global Salesforce instance and providing their users with a single view of the customer within one CRM.