Driving Productivity and ROI Through a Strategic Salesforce Migration

The client is a renowned U.S.-based healthcare provider offering patient-centered services across a broad network of hospitals, specialty clinics, and digital platforms. Supported by a diverse workforce of clinical, administrative, and technology professionals, the organization manages high patient volumes while upholding strong standards of care, compliance, and operational excellence. Known for its data-driven approach and innovation, it continually invests in modern technologies to enhance care coordination, streamline workflows, and improve patient engagement.

The client was maintaining an archaic Salesforce Classic CRM for its daily operations, which lacked the scalability needed to meet the organization’s evolving requirements and broader digital transformation goals. As a result, the client was facing a couple of challenges such as:

Operational inefficiencies affecting overall business performance.

Productivity constraints faced by users due to a complex interface.

Lack of advanced capabilities required for improved functionality and insights.

Loss of productivity due to poor operational performance

As part of its broader digital transformation strategy and to support its expanding service footprint, the organization selected ACI Infotech to migrate its CRM platform from Salesforce Classic to Salesforce Lightning. The objective of this migration is to enable greater agility, improve usability, and scale infrastructure to meet the client’s growing healthcare demands.

As part of this engagement, ACI’s Salesforce professionals executed a detailed impact analysis; and had a one-to-one interaction with the client’s internal team and users for a comprehensive business requirement analysis. Based on their findings, they documented the required features to implement Salesforce Lightning migration.

As a first step, ACI team created new dashboards, reporting and analytics components and later incorporated new UI/UX components, and subsequently migrated Salesforce Classic to Salesforce Lightning successfully.

Due to the seamless migration of the client’s CRM system - Salesforce Classic to Salesforce Lightning, it enjoyed the following benefits:

70% faster quote processing, increasing order capacity and reducing turnaround time.

50% higher user productivity through improved UI, streamlined workflows, and automation.

90% ROI improvement from better performance, less manual work, and optimized operations.

60% lower maintenance overhead by eliminating recurring legacy customizations.

70% better sales efficiency with structured workflows and standardized data.

Full mobile access to CRM features for seamless work from anywhere.