Case Study: Akron Brass consolidates three CRM systems into one Salesforce instance with Simplus

Akron Brass consolidates 3 CRM instances in under an hour with Simplus

Akron Brass, a manufacturer of firefighting equipment, faced a significant challenge after its parent company, IDEX, decided to consolidate multiple acquired companies onto its Salesforce instance. The company needed to migrate data from different CRMs, primarily Microsoft Dynamics, without creating duplicate accounts and contacts for leads, OEMs, and end users. Lacking the necessary internal resources, Akron Brass engaged Simplus for advisory and implementation services to manage this complex data migration.

Simplus meticulously analyzed the data and executed a full migration into Salesforce. The vendor provided snapshots to help decide how to merge and roll up duplicated information, followed by two full tests in sandbox environments. Due to this extensive preparation, the final migration took less than an hour and was completed under budget and on schedule. Simplus successfully helped Akron Brass consolidate three independent CRM instances into one without duplicating data.

Akron Brass