BFSI

Salesforce Migration for Leading BFSI Insurer

Leading Insurance Group  ·  14 weeks

40% faster pipeline

Key result

14 weeks

Duration

BFSI

Industry

Multiple

Platform

Consolidated 3 CRM instances post-acquisition with zero data loss and 40% faster pipeline visibility. The project involved migrating over 2 million contact records, rebuilding the entire sales process workflow, and integrating with their existing SAP ERP system. Go-live was achieved in 14 weeks with zero business disruption.

Celumai did not just implement Salesforce — they designed a data architecture we can scale on for the next 5 years. Zero data loss in migration, under 14 weeks, exactly as promised.

V

VP of Operations, Leading Insurance Group