The Challenge
Years of strategic growth had made the company a global force in cybersecurity. Twenty acquisitions had expanded their reach, deepened their portfolio, and brought new capabilities under one roof. With that growth came a sophisticated CRM landscape: a primary Microsoft Dynamics 365 Sales environment supported by up to twelve Salesforce environments, each shaped by the unique requirements of the businesses that had joined the company.
The internal technology team had a clear vision for the next chapter: consolidate onto a unified platform, reduce licensing exposure, and create the conditions for the next wave of growth. Doing that well, at this scale and speed, called for a partner with both the technical depth and the strategic perspective to match.
The Solution
TrellisPoint was selected as the migration partner based on its proven track record with complex Salesforce to Dynamics 365 transitions. The engagement began with a comprehensive migration strategy designed to consolidate the Salesforce environments into Microsoft Dynamics 365 Sales in a phased, low-risk sequence. Advanced data migration tools and techniques moved customer records accurately and efficiently, with data cleansing and transformation aligning everything to the Dynamics 365 Sales data model. Essential Salesforce customizations were thoughtfully replicated in Dynamics 365, and custom integrations connected the new environment to internal systems for a seamless modernization.
Rigorous unit, system, and user acceptance testing was carried out at every stage in close collaboration with the internal team. Recognizing an even bigger opportunity, TrellisPoint also proposed redeploying the primary Dynamics 365 Sales environment using Microsoft's Success by Design framework. That work, now underway, is aligning end-to-end business processes across the organization with Dynamics 365 Sales, Power Platform, Customer Voice, and Finance and Operations.
The Results
The migration delivered both immediate and strategic value. With four Salesforce environments retired in the first year, the company is on track to save more than $4 million in licensing fees, with additional savings projected as the remaining environments are migrated. Beyond cost, the consolidated Dynamics 365 Sales platform delivers improved security, efficiency, and scalability across the organization. The proposed redeployment of the primary environment, built on Success by Design, will allow the company to take full advantage of native Dynamics 365 and Power Platform capabilities through low-code and no-code configuration rather than custom code. With a clear CRM roadmap in place, the cybersecurity leader is positioned for long-term success on a unified, modern platform that can scale with the business.
