CRS Temporary Housing

CRS Temporary Housing was established itself as the first temporary housing company to solely serve the insurance industry. CRS Temporary Housing provides immediate accommodations for property loss-of-use claims by working directly with insurance carriers and their customers. Services include emergency hotel stays, short and long term housing, furniture & housewares, catastrophe services, commercial and adjuster relocation.

CRS has grown into a nationwide company that continues to advance as the leading temporary housing supplier, with 24/7 availability, quick turnaround and personalized customer service.

Solution

Salesforce Org Migration

Industry

Insurance Claim Company

Duration

8 Months

CRS Temporary Housing

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Client Challenge

Our client was based on Salesforce Unlimited edition for around 10 long years and wished to move to a lower edition. They had around 200+ salesforce licenses and maintaining the license cost was becoming too expensive for them. They were on a crossroad where they could not reduce the licenses in use or move to a lower edition by themselves.

Cloudalyze’s Solution

In salesforce, upgrading the org edition is automatically done. However, downgrading the org edition needs manual effort and expertise. Cloudalyze helped its client by resolving this issue by Org migration approach. After the implementation of org migration, our client was moved from their higher edition to lower edition, considering the nitty-gritty of it. Here, we were supposed to move from Unlimited to Enterprise edition.

As salesforce has many layers like the object schema, automations, metadata, and data consideration, it was very important to extract each layout appropriately and move it to the new org. Understanding the dos and don’ts while migrating the org needs experience and expertise.

Our proficient team at Cloudalyze was very careful to handle this technical characteristic of salesforce architecture skilfully. We successfully moved their metadata, existing org data, users, automation, service console and community efficiently. Finally, the customer was overwhelmed to see the accuracy and quality we maintained in the current and new edition/org.

KPI'S Impact / Key Benefits
  • CRSTH is now able to save a lot of $$$
  • Moving to enterprise edition has become more cost efficient for the client, as they will save a lot of annual licenses and its heavy maintenance costs.
  • This activity also helped then to move over the data that was actually important and get rid of legacy data which they do not need anymore.

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