Challenge
Due to the growth of the company, they needed to look for software that offered them more tools to achieve a better relationship with their customers and have greater control of their products.
For this reason, they decided to contact Rootstack, to adopt their Rootnet CRM product and accomplish the complete migration of the data they had in the previous Counter Points system. This information contained Vendors, Accounts, Quotes, Invoices, Items, and Products. Custom fields were also considered to implement them in the Rootnet CRM.
Solution
Rootstack worked along with the client to list all the fields that needed to be moved and map the heterogeneous data. Rootstack developed APIs Middleware with PHP 5.6 in Symphony, to execute the migration correctly and not lose important information.
For the special fields, new columns had to be created to store the information corresponding to each record in the CRM Rootnet.
The relevant tests were carried out before the final migration, and it was verified that everything worked correctly. Once the data migrated in the Rootnet CRM, the activations and integrations of the modules that our client requested Accounts, Contacts, Products, and Quotes were made. The client needed these new features to have more scope and detail when analyzing the information of the customers and products in the system.
It should be noted that the entire project was managed in Rootnet, to track tasks by sprint, responsible parties, execution times, and delivery dates.
Technologies
Customer and product information was on the Counter Points platform. This was moved to Rootnet CRM with more modules and detail to facilitate information management.
The technologies, tools, and languages used throughout this project were Rootnet CRM, PHP 5.6, Symphony, and SQL, among others.
Two Rootstack Fullstack developers and one PM were involved in this project. With their capabilities, they were able to solve the challenges of migrating data from the old system to the current one and enabling the new modules for the integral operation of the CRM.
Through our +10 years of experience in technology, we have successfully completed different migrations of business systems, not only CRMs, but also ERPs, accounting systems, payroll, websites, tools for monitoring complete projects, and others. We have an expert team in different technologies and a strong track record in different industries.
Would you like to migrate any of your company's systems to achieve greater scope and better functionality? Contact us, we are here to make your projects a reality.
