Trachte — Dynamics to Salesforce Migration Strategy
Overview
Trachte is evaluating a migration from Microsoft Dynamics to Salesforce, driven primarily by the acquisition of Mikko Radko, which already runs on Salesforce. The goal is to consolidate CRM operations across both companies into a single, unified instance. Asymmetric is a Salesforce partner and has offered to provide full implementation services.
The decision is pending a conversation between Miranda Strong and Greg (Trachte's IT Director). Once IT alignment is confirmed, Asymmetric will engage on sizing and pricing.
Related client: [1]
Related meeting: [2]
Context
- Trachte currently uses Microsoft Dynamics as its CRM.
- The recently acquired company Mikko Radko uses Salesforce.
- The Trachte team expressed frustration with Dynamics, noting that Microsoft "fell behind, way behind" and effectively stopped competing in the enterprise CRM space.
- The acquisition created a natural forcing function to evaluate consolidation onto a single platform.
Migration Rationale
| Factor | Detail |
|---|---|
| Acquired company alignment | Mikko Radko already on Salesforce — extending their instance is more efficient than starting fresh |
| Platform capability gap | Dynamics considered outdated; Salesforce offers superior automation, customization, and reporting |
| Operational efficiency | Unified instance eliminates manual data exports and cross-system reconciliation |
| Email marketing integration | Salesforce Account Engagement (Pardot) can replace standalone email tools and reduce manual workflows |
Proposed Architecture
Rather than running separate Salesforce instances per company, the preferred approach is a single shared instance with permission sets that enforce data visibility by company:
- Standard users see only their own company's data
- Senior management can cross-report across Trachte and Mikko Radko
- Mikko Radko's existing configuration can be used as a template, reducing build time
This avoids the complexity of merging separate instances later and gives leadership consolidated reporting from day one.
Asymmetric's Role
Asymmetric is a Salesforce platform partner and can provide:
- Licensing assistance — partner pricing and negotiation leverage (Salesforce discounts more aggressively through partners)
- Implementation — system design, object configuration, workflow automation, and user training
- Account Engagement setup — email marketing automation integrated directly into Salesforce
- Ongoing optimization — post-launch support and iteration
"Out of the box, it's not very useful. You've got to modify it and customize it." — Sebastian Gant
Key Considerations
- Mikko Radko's existing instance should be reviewed before scoping — it may be possible to extend their licenses and rename/partition rather than build from scratch.
- Mikko Radko has its own IT department; coordination between both IT teams will be necessary.
- The migration timeline is contingent on Greg (IT Director) greenlighting the project and aligning with the Mikko Radko integration roadmap.
- Trachte is also undergoing a corporate rebranding initiative (potentially as "TBS Group") — Salesforce instance naming and structure should account for the new corporate identity. See [3].
Action Items
- [ ] Miranda Strong — Discuss Salesforce migration with Greg (IT Director); determine readiness and path forward
- [ ] Miranda Strong — Confirm where Mikko Radko's Salesforce implementation currently stands
- [ ] Sebastian Gant — Send Salesforce proposal (sizing, pricing, implementation scope) to Greg once Miranda initiates the conversation
Related
- [1]
- [3]
- [4]
- [5]