Platform Migration

Platform migration isn’t just about swapping tools—it’s about transforming how your business operates. I guide companies through seamless transitions to smarter marketing platforms that empower sales teams and supercharge marketing impact. From selecting the right tech stack to optimizing staffing and processes, I ensure every piece aligns to drive efficiency, enhance collaboration, and deliver measurable results. The outcome? A streamlined, future-proof system built to scale and perform.

CRM Migration: Complex Systems, Zero Drama

The Situation:

A leading life insurance company sought to migrate its CRM platform from Salesforce to Adobe to enhance efficiency, streamline workflows, and optimize internal processes. The initiative aimed to reduce operational bottlenecks, improve data accuracy, and enable seamless integration across departments.

My Approach:

I led the end-to-end migration by collaborating with stakeholders to identify key requirements and pain points. Conducted a comprehensive audit of existing Salesforce workflows to uncover inefficiencies and redundancies. Designed a migration roadmap with minimal disruption to daily operations, ensuring data integrity through rigorous testing and validation. Post-migration, I spearheaded process optimization by implementing automated workflows, integrating advanced reporting tools, and creating a training program to upskill teams on Adobe CRM usage.

Impact:

Successfully migrated to Adobe CRM with 0% data loss and minimal downtime
Reduced manual data entry tasks by 40%, improving operational efficiency
Enhanced cross-departmental collaboration with integrated reporting dashboards
Improved employee satisfaction by 35% due to streamlined workflows and user-friendly tools