Case Study: goHenry transforms CRM migration in 8 weeks with WeDoCRM

goHenry migrates from Salesforce to Customer.io in 8 weeks with WeDoCRM

goHenry, a company providing financial services for families, faced the challenge of migrating its entire customer marketing operation from Salesforce Marketing Cloud to Customer.io within an extremely tight deadline of just eight weeks. The complex project required seamlessly transferring data, communications, and customer journeys for millions of users across the UK and US without disrupting service. To achieve this, they enlisted the services of vendor WeDoCRM.

WeDoCRM implemented a comprehensive solution that involved rebuilding email templates from scratch, migrating multi-channel communications, and handling a complex parent-child data structure. The vendor successfully completed the entire migration on time, providing goHenry with a powerful new centralized system. The results included dramatically enhanced operational efficiency, improved deliverability, and a robust foundation for future growth, empowering the goHenry team to drive greater customer engagement.

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