Hi All,
we are planning to migrate the data from Siebel CRM to Dynamics CRM.
I am looking for the resource, where I can find the sequence of steps to follow for the data migration.
chandra
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Hi
This was no small task since Microsoft was one of the top five installations of Siebel worldwide. They used Siebel to manage over 10,000 sellers, over 30,000 managed partners, in 100 countries, and over 120,000 managed customers. Microsoft had a very diverse network of audiences, sales, and marketing data streams. They had thousands of opportunities and leads to management that were generated through an extensive marketing function.
One of the interesting things they talked about during the webinar was that there was both a user perspective and a business perspective to be considered in this Microsoft Dynamics CRM from Siebel to CRM migration. They explained that you need to show clear value and you have to have an agreement on what that value will be throughout the business. So the first step they took in the project was to work not only with IT but also with the business stakeholders and product groups at Microsoft to define the project’s success factors and measures.
The first success factor they decided upon was value realization from a productivity standpoint. “How much time could we give back to the seller on a weekly basis?” explained Charles Lasco. “User satisfaction became another measure because the reality is that unless you have a very stringent organization control, you can't really force people to enter data into a system like this. Or, if you do force them, you are going to get the bare minimum. Satisfaction is the key.”
Click here mindmajix.com/siebel-crm-training to learn Seibel CRM Online training
Thanks
Lavanya Sreepada
Hi Chandra Cherukuthota,
This data migration can be done using SQL Server Integration Services (SSIS), and the KingswaySoft SSIS Integration Toolkit for Microsoft Dynamics 365.
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