Enosis Outsourcing logo
EndorsedendorsedOngoing

Salesforce Database Setup & CRM Migration for ScribeLink

Services Covered:

Salesforce Solutions • Data Migration • IT Consulting
Project hero — replace with case study imagery
Industry
Industry

Healthcare

Duration
Durationinfo-circle

22 months

Budget
Budget

Less than 10K

Start Date
Start Date

1 January 2019

Team Size
Team Size

Confidential

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
77/100
Good

Project Capability Score (PCS) estimates how capable Erudite Works Private Ltd is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

ScribeLink

mapSan Jose, United States of America

Project Summary

A healthcare company hired Erudite Works to migrate data from another CRM and to set up and maintain a Salesforce database. The vendor also provides ongoing lead review and data entry. The client praised Erudite's knowledge, responsiveness, communication and timely delivery on budget.

Key Challenges

  • Migrate data from an existing CRM into Salesforce.
  • Set up and organize the Salesforce database for a well-organized CRM.
  • Provide ongoing lead review and data entry support.

Project Deliverables

  • Salesforce database setup
  • Data migration from another CRM
  • Lead review and data entry support

Project Solution

Erudite assisted in setting up the client's Salesforce database and migrating data from another CRM. The engagement expanded to include lead review and data entry. The team on the engagement included Vaneet and colleagues.

Project Outcome

  • Tasks completed on time and within budget.
  • Improved CRM organization with Salesforce setup and migrated data.
  • Strong communication and high client satisfaction.

Platforms

  • CRMCRM

Tech Stack

  • SalesforceSalesforce

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The company is absolutely pleased with the services of Erudite Works Private Limited. The group's profound knowledge and responsiveness about the project keep the client engaged.”

Vik Moharir

CEO

Note: This endorsement is based on publicly available client feedback from external review sources.

More Projects by Erudite Works Private Ltd