CRS Temporary Housing is a company that has established itself as a pioneer in the temporary housing industry by exclusively serving the insurance sector. The company provides immediate accommodations for individuals and families who have lost their homes due to property damage, and works directly with insurance carriers and their customers to help them get back on their feet.
CRS offers a range of services to support customers in their time of need, including emergency hotel stays, short and long-term housing, furniture and housewares, catastrophe services, commercial relocation, and adjuster relocation.
Since its founding, CRS has grown into a nationwide company that is widely recognized as a leading supplier of temporary housing. The company is committed to providing 24/7 availability, quick turnaround times, and personalized customer service to ensure that their clients have everything they need to get back on their feet after a disaster.
Solution
Salesforce Org Migration
Industry
Insurance Claim Company
Duration
8 Months
Our client had been using Salesforce Unlimited edition for approximately 10 years and was interested in moving to a lower edition. They were faced with the challenge of maintaining the cost of over 200 Salesforce licenses, which had become too expensive for them to continue.
The client was at a crossroads, as they were unable to reduce the number of licenses they were using and could not move to a lower edition on their own. They required expert assistance to navigate this transition and find a solution that would meet their needs while also reducing costs.
In Salesforce, upgrading the organization edition is an automated process. However, downgrading the edition requires manual effort and expertise. Cloudalyze helped its client to address this issue by implementing an Org migration approach. Through this process, our client was able to move from a higher edition (Unlimited) to a lower edition (Enterprise), while considering all the technical nuances involved in the migration.
Salesforce has many layers, including object schema, automations, metadata, and data considerations, which must be carefully extracted and moved to the new org. This process requires experience and expertise to understand the dos and don’ts of migrating the org.
At Cloudalyze, our proficient team was very careful in handling the technical aspects of Salesforce architecture during the migration process. We successfully moved their metadata, existing org data, users, automation, service console, and community efficiently. Our customer was pleased with the accuracy and quality we maintained throughout the migration to the new edition/org.
CRSTH is now able to save a lot of money by moving to the Enterprise edition. The client will save a lot on annual licenses and heavy maintenance costs, making it a more cost-efficient solution for them. This activity also allowed them to move over important data while getting rid of legacy data that they no longer need.
