The Challenge
A major financial services firm was running a 15-year-old Siebel CRM instance with over 2 million contact records, 800+ custom fields, and deeply entangled integrations with their legacy middleware. They needed to migrate to Salesforce without losing a single record — and without disrupting their 500-person sales team.
Our Approach
Data Architecture & Mapping
We spent 3 weeks mapping every Siebel object, field, and relationship to its Salesforce equivalent. Where there was no equivalent, we designed custom objects that preserved the business logic.
Phased Migration
Rather than a risky "big bang" migration, we executed in 4 phases:
- Core Contacts & Accounts — Migrated first with full validation
- Opportunities & Pipeline — Historical data preserved with stage mapping
- Custom Objects — Compliance records, audit trails, and financial instruments
- Automation & Workflows — Rebuilt in Salesforce Flow with expanded capabilities
Zero-Downtime Cutover
We ran both systems in parallel for 2 weeks with real-time bidirectional sync, allowing the sales team to validate data before the final cutover.
The Results
| Metric | Result | |--------|--------| | Records Migrated | 2.1M+ | | Data Loss | 0 records | | Sales Team Downtime | 0 hours | | Migration Duration | 8 weeks | | Post-Migration Adoption | 94% in Week 1 |