top of page

Case Study: Migrating from Salesforce to ServiceNow CRM


Client Overview

A leading telecom provider in Europe, serving millions of customers, faced challenges with their existing Salesforce CRM. Due to growing operational complexity, lack of seamless integration with ITSM, and high licensing costs, they sought a transition to ServiceNow CRM to streamline customer service and enhance operational efficiency.


Challenges Faced by the Client

  1. Fragmented Customer Data – Customer records were scattered across multiple Salesforce instances, making it difficult to get a 360-degree view.

  2. High Licensing Costs – Salesforce licensing and operational costs were escalating, impacting profitability.

  3. Limited ITSM Integration – The existing CRM lacked seamless integration with ServiceNow ITSM, leading to inefficiencies in ticketing and customer issue resolution.

  4. Data Migration Complexity – The client had years of customer history, requiring careful data extraction, transformation, and migration to ensure zero data loss.

  5. User Adoption & Training – The shift to a new platform required retraining staff and ensuring a smooth transition without disrupting customer service.


REDE’s Advantage & Approach

  • Deep ServiceNow Expertise – Our team, with specialized knowledge in ServiceNow CRM & ITSM, designed a tailored migration strategy.

  • Phased Migration Approach – We executed a staged migration plan, ensuring no service disruptions while gradually moving different customer service modules.

  • Data Integrity & Mapping – Leveraging REDE’s proven data migration framework, we ensured seamless data transformation and validation before migration.

  • Seamless Integration – We optimized ServiceNow’s capabilities to integrate ITSM and CRM workflows, providing a unified experience for customer service agents.

  • User Enablement & Training – Conducted hands-on training sessions and provided extensive documentation to ensure quick adoption.


Project Team Structure

  • Project Manager – Overseeing end-to-end migration and stakeholder communication.

  • ServiceNow Architects – Designed and optimized the CRM structure.

  • Data Migration Specialists – Managed extraction, transformation, and validation of Salesforce data.

  • ServiceNow Developers – Customized workflows, UI enhancements, and automation.

  • QA & Testing Team – Ensured smooth functionality, data integrity, and performance.

  • Training & Change Management Experts – Enabled workforce transition and adoption.


Project Duration

  • Total Duration: 6 months

  • Phases: 

    1. Discovery & Planning – 1 month

    2. Data Migration & Integration – 2 months

    3. System Configuration & Customization – 2 months

    4. Testing, Training & Deployment – 1 month


Outcome & Business Impact

  1. Enhanced Operational Efficiency – ServiceNow’s unified CRM streamlined workflows, reducing response times by 40%.

  2. Cost Savings – Eliminated high Salesforce licensing costs, reducing CRM-related expenses by 35%.

  3. Improved Customer Experience – Faster issue resolution and seamless ITSM integration improved customer satisfaction scores by 25%.

  4. Data Accuracy & Centralization – Achieved 99.9% data integrity with a single source of truth for customer interactions.

  5. High Adoption Rate – 95% of customer service agents successfully transitioned within two weeks post-migration.


Conclusion

By migrating from Salesforce to ServiceNow CRM, REDE Consulting enabled the telecom giant to achieve a unified, cost-effective, and scalable customer service solution. This transformation not only enhanced operational efficiencies but also positioned the company for future growth and innovation.

 

 
 
 

Comments


REDE Consulting is a trusted leader in delivering transformative ServiceNow solutions, specializing in modules such as IRM/GRC, ITAM, ITOM, CMDB, and DATA BRICKS+AI. We integrate the power of FinOps and compliance, offering comprehensive services, including strategic advisory, seamless implementation, custom development, and ongoing managed support.

Partners: Databricks, Vanta, TechPeople

li-bnr.png

Industry Focus

+ Financials

+ Healthcare

+ Pharma

+ Oil & Gas

+ Government

Business    info@rede-consulting.com 

Careers.     hr@rede-consulting.com

Third-party logos and marks are registered trademarks of their respective owners. / Copyright © 2025 REDE Consulting | All Rights Reserved.

+ Privacy Policy     + Term & Condition     + GDPR     

       USA     > Call  +1  (224) 229-0699 /
                                     +1 (512) 779-6128

 

  • 3400 Stonegate Blvd. Suite 25411, Arlington Heights, IL 60005 USA
     

  • 3000 Joe DiMaggio Blvd., Suite 57, Round Rock, TX 78665 USA

       Europe   > Call +31 6169.39.907 /
                                      +33 0748.20.9449

 

  • Bourgogne-Franche-Comté, Dijon, 
    France - 21000 

       India     > Call +91 982-300-5326
 

  • 102/103, Synagogue Str., Camp,
    Pune, Maharashtra - 411 001

     

  • Sangath Posh, Chandkheda,
    Gujrat - 382 424​

bottom of page