CRM Migration
CRM migration to a unified platform: more control, lower costs, and data-driven decisions
Centralize sales, marketing, and service in a single intelligent environment and reduce operational complexity from day one. Request a free personalized DEMO and assess the potential for your organization.
THE CHALLENGE
Scattered data, improvised integrations, and disconnected processes
As a company grows, customer management stops being a simple process and begins to fragment. It is common to find organizations where multiple tools, improvised integrations, and scattered data coexist.
This happens especially when:
- The CRM was initially adopted by the business, without an IT strategy
- New tools have been added without unifying processes
- The volume of customers and operations has increased
- A global view of the customer is required (not just sales)
In this scenario, clear issues arise:
- Duplicate data and lack of data reliability
- High integration and maintenance costs
- Disconnected processes between departments
- Lack of real-time visibility
- Difficulty making operational decisions
Root cause
The problem is usually not the tool itself, but the initial approach. Many organizations start with quick or free solutions that work in early stages, but do not scale with the business. Over time:
- Processes become more complex
- Integration needs increase
- Teams require greater coordination
- Customer management requires a cross-functional view
Without the right architecture, the CRM stops being an enabler and becomes an operational constraint.
THE SERVICE
How we migrate your CRM to Dynamics 365 Customer Engagement
At Revertis, we help companies migrate their CRM to a unified platform based on Microsoft Dynamics 365 Customer Engagement.
It is not just about switching tools, but about redesigning customer management as an integrated system.
Data migration
We migrate data from any source system.
Process redesign
We reconfigure sales, marketing, and service processes.
Microsoft integration
We integrate the CRM with the Microsoft ecosystem.
Automation and AI
We enable advanced automation and intelligence capabilities.
360º view
We configure a 360º customer view.
Decision-making
We enable analytics and decision-making capabilities.
OBJECTIVE
The result is a platform that connects the entire organization around the customer.
Transformation
From a fragmented traditional CRM to unified Customer Engagement
Before
Scattered data across multiple systems
Manual, inefficient processes
A view limited to the sales area
Dependence on costly integrations
Historical information with limited actionability
After
Centralized, shared data
Automated, coordinated processes
360º customer view
Native integration with corporate tools
Ability to anticipate and make decisions
WHAT’S INCLUDED
All phases of a complete CRM migration
Assessment and architecture
- Analysis of the current system
- Data model design
- Redesign of commercial and operational processes
Data migration
- Migration from any source system
- Transfer of structured data
- Cleansing and normalization
CRM modules
- Sales
- Marketing
- Customer service
- Field Service
AI and automation
- Churn prediction
- Action recommendations
- Process automation
Customer Insights
- Data unification
- 360º profiles
- Dynamic segmentation
Would you like to know how this migration would adapt to your current environment?
Request a free personalized DEMO. We analyze your situation and show you a concrete approach, with no obligation.
METHODOLOGY
A structured approach in 5 phases
01
Initial assessment
Analysis of the current CRM, processes, and business needs
02
Architecture definition
Design of the data model and operational flows
03
Migration and configuration
Data transfer and platform configuration
04
Integration and automation
Connection to existing systems and activation of workflows
05
Validation and go-live
Testing, training, and controlled rollout
RESULTS
Tangible results in your customer management
Organizations that undertake this type of migration typically achieve:
- Significant reduction in manual tasks
- Improved data quality and availability
- Greater efficiency in sales and service processes
- Lower costs associated with integrations
- Increased analytics and decision-making capability
Direct impact on:
- Operational control
- Business predictability
- Customer experience
ONGOING SUPPORT
Migration is only the starting point
Process evolution
Evolve processes in line with the business
New features
Add new features
Usage optimization
Optimize platform usage
Strategic alignment
Ensure technology-strategy alignment
ABOUT REVERTIS
Specialists in business-focused Microsoft solutions
20+ years
of experience as a Microsoft Partner
Technical and strategic approach
We combine both dimensions in every project
Complex B2B environments
Proven experience in demanding scenarios
Ecosystem integration
We connect with your current technology stack
Process-oriented approach
Beyond technology, a focus on operations
