Sequoia Financial Group

Data Migration, Managed Services

Sequoia recently acquired a fast-growing RIA and was working to integrate the acquired firm into their systems. Sequoia’s first priority was to move the acquired group from Redtail to Salesforce, but this proved to be a slow moving process replete with challenges. Partnering with Simplus was the solution. Simplus’ expertise in organizational merger operations and change management greatly sped up the transfer of critical data and allowed Sequoia to quickly move into other long-term strategic initiatives with Salesforce.

Simplus delivered on its value proposition through its efficient management of the data integration. After that initial success, Sequoia was eager to continue their partnership with Simplus on other big picture priorities. Their goals are centered around optimizing their use of Salesforce as a comprehensive management tool supporting their continuing growth.