RJMetrics


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  • Data Management Services Philadelphia - RJMetrics

RJ Metrics is an e-commerce and business intelligence software company. They hired us for our CRM and technology consulting services. In order to accommodate their growing business development needs, we recommended and performed a migration from their existing Highrise CRM to Salesforce.

The challenge for the project lied within the fact that in Highrise, all customer notes are stored in an unstructured YAML free-text forma. We extracted the data and converted it to structured data in relational table-format ready for import to Salesforce. The migration process completed seamlessly and also included deduping and other data cleanup tasks to ensure data accuracy and completeness.

Launch project

Services Provided

  • CRM migration
  • Data analysis & management
  • Workflow process management
  • Data and CRM API integration

Technologies

  • Salesforce API integration
  • Highrise API integration
  • Apex Data Loader
  • Monarch Pro

 

What our clients say

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I just got done showing the site/system to the client. Overall, he is thrilled with the functionality… best review we've had! img

Rich Angermiller, Founder of Dragonfly Interactive
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