Microsoft Dynamics CRM – Financial Services – Data Migration _ Integration – Success Story

Client Overview

  • Client is a leading private equity investing firm operating globally, managing assets across regional, sector and country-specific funds

Business Challenge

  • Client had an existing Customer Relationship Management system on Salesforce.com

  • Owing to changes in its business vision, client needed the data residing in Salesforce CRM to migrate to Microsoft Dynamics CRM 15

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