Before
The generic cloud CRM did not fit how the firm worked: poorly structured data, missing links between records, and a team working around the tool more than with it.
CRM → custom app
Custom CRM for a financial services firm
Financial services firm · Montréal area, offices abroad
After
Custom application covering every feature in use, automated migration of recoverable data, an assisted migration tool for the rest, a parallel run, then a planned switchover.