Tag: Professional Services

Customer

Siebel to Salesforce migration became a strategic priority for a leading Hi-Tech product vendor and system integrator based in the United States. The organization relied heavily on Siebel for core CRM operations but faced limitations in agility, scalability, and user experience. To modernize customer-facing processes and support global growth, the customer sought a trusted partner to lead a full-scale Siebel to Salesforce migration.

Business Objective

The customer aimed to:

  • Transition from Siebel to Salesforce to improve agility and scalability

  • Standardize CRM processes across global regions

  • Improve user experience and adoption for sales, service, and operations teams

  • Enable faster development, deployment, and integration cycles

  • Reduce long-term IT spend and CRM support overhead

  • Increase operational efficiency by consolidating tools and workflows

Scope of Services

BXI Tech was selected as the strategic transformation partner to execute the Siebel to Salesforce migration through a multi-phase modernization program:

  • Migrated legacy Siebel CRM processes to Salesforce.com using a high-speed development model

  • Consolidated fragmented workflows into simplified, optimized Salesforce processes

  • Deployed Salesforce across multiple countries with region-specific configurations

  • Integrated Salesforce with enterprise systems, including:

    • PeopleSoft HRMS

    • Enterprise Data Warehouse

    • SharePoint

    • AppExchange tools such as Conga Merge, DealMaker, Timba Surveys, InsideView, Eloqua, and ClickTools

  • Established a managed services model to support continuous enhancement and operational stability

  • Streamlined CRM services and support structures for long-term maintainability

Benefits

The modernization initiative delivered measurable improvements across CRM operations:

  • Consolidated and standardized CRM processes across regions

  • Faster rollout of CRM capabilities in new markets

  • Stronger integration with enterprise applications and business workflows

  • Improved usability, driving higher user confidence and adoption

  • Reduced complexity through platform consolidation

Impact

  • 35–40% reduction in overall IT spend

  • 60% increase in Salesforce user adoption

  • 8% year-on-year reduction in CRM support team size

  • Service request backlog reduced from 30,000 to 500 over five years