Expert Experience in Data Migration using ETL Tool

CWS Consulting successfully led the migration of a service business from Zoho to Salesforce, ensuring a seamless transition of customer service operations, case management, and historical data. This project involved rebuilding workflows, automating processes, and executing a structured data migration strategy to enhance service efficiency within the Salesforce ecosystem.

The migration required transferring critical service data, including customer accounts, case histories, email communications, and support workflows, from Zoho to Salesforce Service Cloud. 

By utilizing SaaS based ETL tool, we ensured the accuracy and integrity of all migrated records. Additionally, we optimized case management processes, automated SLA tracking, and integrated Salesforce with other enterprise tools, enhancing service team productivity.

• Full-Service Data Migration: Transferred historical case records, customer interactions, and service requestsfrom Zoho to Salesforce with minimal downtime.
• Process Automation & Workflow Enhancement: Rebuilt Zoho-based manual processes into Salesforce automation, optimizing case routing, SLA enforcement, and escalation management.
• ETL Cleaning & Transformation: Utilized structured ETL tool templates to refine, validate, and standardize Zoho data before import into Salesforce.
• Enhanced Reporting & Customer Insights: Implemented real-time analytics and dashboards in Salesforce, providing better visibility into service performance and customer trends.

By migrating service operations from Zoho to Salesforce, CWS Consulting modernized case management, improved service automation, and enabled deeper customer insights. Our structured data migration and process optimization approach ensured seamless adoption, minimal disruption, and long-term scalability for the service business.