Project Name

Seamless Migration From Salesforce To Odoo ERP

Industry

Finance

Technology

Odoo

Overview

The client is an insurance company offering multiple types of insurance policies to its customers

Challenges

A custom Odoo ERP backend was needed so that new policies could be added easily in the future without requiring a developer's help. In order to do this, our Odoo Implementation Team had to provide a dynamic view where the client could easily add different policies without relying on any external resources.

Our Solution

We developed a one-way connector to assist the client in easily migrating their Salesforce business data to Odoo ERP.
Next, to overcome another challenge, our team integrated a dynamic view into Odoo ERP as a means of adding existing and new insurance policies effortlessly. Our approach also included a field-level access feature so that the data could be displayed according to the level of access granted to the user; this wasn’t possible in Salesforce.

Conclusion

The client easily migrated to Odoo ERP with flawless migration from Salesforce to Odoo ERP without facing any data loss. Moreover, the client can easily create multiple views without relying on any other resource. Based on the client’s expectations, we delivered a cost-effective solution with a centralized workflow and improved time efficiency.