Customer Success Story: Waterstone Mortgage Corporation


By Canpango

Migrating Data from a Third Party App to a Standalone Salesforce Org

Waterstone Mortgage Corporation (WMC) is a nationwide residential mortgage lender that originated more than 2.5 billion loans in 2016. At WMC, the team works to deliver the best mortgage experience – from the first steps of the process to post-closing.

 

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THE CHALLENGE: RAPID DATA MIGRATION OFF OF THIRD PARTY APP

Waterstone needed to migrate a set of users from a custom application to a native Salesforce org. WMC needed to rapidly transition to a stand-alone Salesforce Org, bringing along all of their activity, customer and other key data.

THE PROCESS: SETTING THE SALES TEAM UP FOR SUCCESS

Canpango’s consultants worked with WMC team members through daily meetings and ongoing support to complete the work within fourteen days. Given that the old Org housed hundreds of custom fields, the task was especially complex. Canpango’s consultants worked with team members through daily meetings and ongoing support to complete the bulk of work in under two weeks.

THE VALUE: TIMELY & RESPONSIVE

Canpango was able to complete the scope of work within budget and on time, which was the top priority for this
rapid migration project.

 

“We had made an extremely complex request of Canpango to do a Salesforce split migration for a time-sensitive project. Within only a couple weeks, they had configured the new organization, as well as extracted, cleaned and seamlessly imported all data.”
Eric Egenhoefer | CEO, WaterStone Mortgage

 

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