The client had been using the Highrise CRM for sales operations and Excel for reporting and decided to migrate to Salesforce.
ECHO was able to create a tool to connect Highrise to Salesforce to enable an automated data migration, and therefore an automated switchover to Salesforce. ECHO also recreated complex, manual quarterly Excel reports within Salesforce for real-time execution.
The sales team was now able to use a more robust CRM app, without being impacted during this major migration. ECHO saved countless hours for the Sales Manager each quarter.