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Arcsona SugarCRM Conversion Accelerator


Automated Conversion from Salesforce to SugarCRM

While Salesforce has been the dominant player in CRM for the past decade, its hold on the top spot continues to be eroded by SugarCRM. SugarCRM offers many similarities to Salesforce, but differentiates itself with:


  • A more up-to-date Web 2.0 interface that easily integrates with other applications
  • A complete mobile solution that deploys automatically to virtually any device
  • The ability to deploy on-premise, behind the firewall for security and other reasons
  • A cost structure that is roughly half that of Salesforce

This last point has been a major catalyst in the conversion from SugarCRM to Salesforce. In the Middle Market and Lower Enterprise organizations, the entire cost of conversion to SugarCRM (including the first-year subscription licenses) is usually 20% to 30% less than the cost of a typical one-year renewal with Salesforce. Considering that the second year could be less than 50% of Salesforce, a five-year total cost of ownership with Salesforce could be double the cost of SugarCRM.

While this economic argument is hard to refute, there are still concerns from organizations regarding the switching risk, and some find it hard to envision their Salesforce solution in SugarCRM.

To allay these concerns, Arcsona has created a Conversion Accelerator that allows an organization to quickly evaluate its Salesforce system and envision it on SugarCRM.


Accelerator Tools

Tools within the conversion accelerator can work independently or collectively to assist in the migration.

Metadata Extractor: Reviews the Salesforce database of objects and fields and extracts field types, sizes, lists of values and other data for analysis.

Data Analyzer: Reviews and analyzes the output from the metadata extractor, highlighting fields and functionality that are poorly or infrequently used,\ to identify candidates for pruning as the migration moves forward. This enables stakeholders to make informed decisions, based on actual usage data, about what portions of the system can be retired.

System Converter: Uses the extracted and selected data-model elements to build a pro-forma SugarCRM deployment within hours. Predefined mappings from Salesforce to SugarCRM allow custom objects and fields to be created and deployed simultaneously. Users can envision their new system in SugarCRM and begin developing detailed requirements.

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Moving to the Cloud


Stepping Up to the Sales Cloud

A modern customer relationship management (CRM) or salesforce automation solution (SFA) is an ideal way for businesses to grow their sales practices. These systems:

  • Capture details of customer conversations
  • Provide metrics
  • Track the status of the sales process
  • Effortlessly track history and tasks within the sales organization

Why go one step further and move to the cloud? Salesforce.com’s Sales Cloud provides a hardware-agnostic and modern CRM system that evolves with your company. Cloud applications are updated by the vendor several times a year. You simply get the newest revisions when they’re ready. Your organization can also reduce IT costs by eliminating internal software and hardware upgrades.

Arcsona excels at software-as-a service implementations. We work with you to define and implement the processes that fit your business. You can transform your sales process by taking advantage of solutions that offer mobile access to Sales Cloud, a single customer profile that can be shared company-wide and integration of business systems, email and marketing.

Whether you’re looking to boost sales productivity through social selling, move to a team-selling sales model or capitalize on real-time analysis of your sales forecast, Arcsona can help you reach your goals.


Multiple Customer Support Channels

Recent technologies, especially, social media, have changed the ways customers interact with content and make purchases. Whether through mobile devices, the web, email, chat, phone, IM, text or social media, your service agents need to be able to monitor and respond to it all.

The ideal solution helps your customers find answers on their own by relying on community knowledge cultivated by your company’s product development and support teams. Arcsona’s team offers a best-in-class implementation experience for your customer service solution. We’ve successfully deployed complex service-cloud solutions that incorporate real-time integrations with your business systems.

Take your customer service and agent productivity to the next level by providing your support team with the information it needs to provide first-call resolution and outstanding customer service across every channel

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Arcsona Testing Accelerator for Salesforce


Testing Salesforce in heterogeneous environments is complex. Clients often have Salesforce implementations that are connected to Oracle E-Business Suite 11.5.9 or R12, SAP, Oracle Siebel or other large applications to facilitate quoting, order management and customer support.

The challenges of developing a robust testing infrastructure to test all combinations and permutations within Salesforce are exponentially more complex due to integration with on-premise systems. Failure to test individual business processes can lead to defects and costly implementation delays.

Using automated testing frameworks from HP and Worksoft, Arcsona developed proprietary, integrated testing infrastructures that keep implementations on track. They can start a test cycle in one application, send information to another application and then move to that application to complete the test. Often, the tests switch environments and users multiple times to thoroughly test functionality.

Arcsona’s automation success rests on the ease of maintenance of its testing infrastructure. We leverage HP and Worksoft testing products, but our testing frameworks do not use record/replay technology, which can generate scripts that need to be re-recorded when the application changes.

All tests are componentized and reusable—test elements can be easily rearranged to suit a differentiated test. We can make minor modifications in a few components, which automatically propagate to all the tests that use these components.

The approach allows Arcsona to maintain pace with the development teams. We are typically only a few hours behind them, testing their changes with updated, automated tests that span heterogeneous environments and many classes of users.