更新旧基础架构并将旧系统与Salesforce集成

Learn how SoftServe successfully updated systems and migrated a client’s datafrom an outdated CRM to Salesforce Outdated legacy CRM platforms and obsolete data structures make it impossibleto interact with new applications, which can negatively impact sales and marketingcapabilities. Without harnessing the full power of its data, a company loses itscompetitive edge and misses out on sales opportunities. However, the prospect of migrating to a new system can be daunting. And it is essentialto seamlessly transfer data from the old CRM to provide a smooth user transition. The Client Our client is a provider of financialservices to the agriculturalindustry. The business, which isone of the biggest associations in theFarm Credit System, manages morethan $11 billion in assets. Servicesoffered by the client include: New business demands and technologicalneeds required the client to update itsinfrastructure and make the switch toSalesforce from a CRM that the companyhad outgrown. Equipment and building leases The Challenge During the years in which ourclient used its legacy CRM, it haddeveloped its own solutions toenrich the functionality of the previousplatform. In total, there were eight suchcustom solutions, including receiptsgenerators, loan generators, pricingmodules, rate calculators, and customform generators. Employees had grownaccustomed to using the plug-ins, andaccess to critical data was dependentupon the solutions. In order to successfully migrate data toSalesforce and provide an easy transitionfor those using the new CRM, the code inthe legacy solutions needed to be subtlychanged to work with Salesforce.Although the code was being tweaked,it had to be adjusted in such a way thatthe existing solutions were not negativelyaffected or ruined. The Solution Tech Stack The SoftServe team worked inconjunction with the client’s teamto modernize existing systems andmake them compliant with Salesforce.After discussions to determine clearneeds and goals, SoftServe selected atech stack that would help accomplish thefollowing: Development •.Net Core•.Net Framework•Angular•SQL Server•ASP•.Net Web Forms•MVC We API •Refactor existing codeto makethe changes needed for currentsystems to function in Salesforcewithout significantly alteringthe code’s behavior. •Integrate legacy systems intoSalesforce, including updatingAPI architecture, so processesrun smoothly in the new CRM andinformation can be shared andmanaged across multiple systemsand processes. Infrastructure •Octopus•Azure DevOps •Create flows, objects, and scriptsto configure Salesforcein ways thathelp guide users through essentialbusiness processes. Tool Set In addition to the three main goals,our team needed to identify dataaccess layers which were connected tothe legacy CRM and connect them toSalesforce. Doing so ensured that alldata being accessed by the previous CRMwould be available when using Salesforce. •SalesForceInspector•JusMock The Outcome Our team successfully integrated theclient’s systems into Salesforce,providing a much-needed upgradefrom its legacy CRM. Establishing a clearvision allowed the teams to developsolutions that provided a smoothtransition for employees as the clientswitched to Salesforce. The client enhanced its operationalcapabilities by migrating to and integratingwith an improved CRM. SoftServe continuesto provide ongoing support for theintegrated systems, fixing bugs,and fine-tuning the systems as newbusiness needs arise. LET’S TALKabout how SoftServe can helpyour business integrate its custom servicesand solutions into Salesforce. ABOUT SOFTSERVE We are a digital authority made up of advisors, engineers, and designerswho deliver innovation, quality, and speed to elevate and accelerate ourclients’ digital journeys. Our approach is built on a foundation of empathetic, human-focusedexperience design that ensures value and continuity from concept torelease. WE IDENTIFY WHERE YOU ARE.WE PREPARE YOU FOR THE ROAD AHEAD.WE TAKE YOU WHERE YOU NEED TO GO. Visit ourwebsite,blog,LinkedIn,Facebook, andTwitterpages. NORTH AMERICAN HQ 201 W 5th Street, Suite 1550Austin, TX 78701USA +1 866 687 3588 (USA)+1 647 948 7638 (Canada) EUROPEAN HQ 30 Cannon StreetLondon EC4M 6XHUnited Kingdom+44 333 006 4341 info@softserveinc.comwww.softserveinc.com