Lightning migration for an internet company

Background

The client is a US-based internet company that helps people research new and used cars, discover the price and buy a vehicle through an extensive network of dealerships in the United States.

The client has been using Salesforce for many years, and their instance had been customized heavily by several vendors and internal teams in the past. They were using sales and service cloud as well as a custom solution built within Salesforce to manage their entire flow from the opportunity to fulfilment stage.

Challenge

The company was planning to replace their custom solution with Salesforce CPQ, and they needed to migrate to Lightning to take advantage of the features of CPQ. There were several legacy custom pages and functionalities that needed to be made Lightning-ready before migration. There was no one in the company who had full knowledge of their Salesforce instance to understand functionalities that were essential to ensure Lightning-readiness.

Solution

The Lister team ran a complete analysis of their system to discover functionality that was rarely used or not at all and then worked with the client to define the scope of migration. An aggressive plan was made to migrate to Lightning, test the full functionality and ensure that user adoption will not be impacted. Necessary iterations with users were planned for this.

The migration involved the following:

87 VF pages made compatible with Lightning
150+ unsupported visual components rewritten as Lightning components
18 managed packages upgraded or retired
1.5 lakh attachments migrated to files
We retired or revamped unsupported home page features
Training conducted for users on functionality that had changed considerably due to Lightning

There was thorough testing done to make sure the migration was painless and seamless.

Outcomes

Completed migration in 12 weeks which was well below estimates and expectations
User experience was significantly improved, delighting all the stakeholders
It paved the way to accelerate CPQ implementation, which was a critical project

Testimonial

Lister team has been working with Edmunds for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager

Lister is a great Salesforce partner to work with. They bring outstanding capabilities to the table and have done a fantastic job in helping us revamp our processes and clean up Salesforce.

CEO of a FinTech company

The team is fantastic in how they take ownership and deliver projects at great speed. We are getting things done so much faster than we ever did!

AVP Business Applications of a US-based communications company

“This is something that has really benefitted my organization. My users have adopted Salesforce.com easily and hats off to the Lister team for the way it has been designed!”

Head – IT / Institutional Sales of a leading backup power company in India

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

Program Manager CRM Project of a global building materials company

“It was the fastest integration we had seen with our API. Lister did a great job understanding the architecture design, asking well thought out questions and dealing directly with the team at KeyPay throughout the project.”

Partner in Australia

I wanted to bring this important engagement to your attention as a means to recognize one of our partners, followed by a piece of recommendation.

Deepanker Dua | Sales Manager, India | Salesforce.com |

Program Manager of a global building materials company

Over these years, I have learnt to rely heavily on you for a lot many things that made our CoEs and South East Asia Countries successful. You have always wholeheartedly supported me at all times. I would like to take a pause and Thank You for the countless things you have done for my company and me.

Head IT APAC of a global vision care company

Lister team has been working with us for two and a half years. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

CRM Manager - Internet Automobile Business

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is a mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO of a leisure and hospitality company

Excellent job overall! It has been a long few month. When we planned for the end of August go-live, the initial feedback was that it was not achievable. I'm pleased we got Informatics users successfully migrated to Salesforce before end of August.

Sr. Manager IT of an US-based life sciences and environmental company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work on time. Looking forward to continuing working with them in the future.

Head IT of an HVAC services company