Pearson Independent Advisors, a financial services firm, faced a major operational risk when their on-premise CRM provider ceased trading. AppSphere led a complete transformation — researching market options, creating a detailed migration plan, and moving the entire business to a cloud-based CRM with improved connectivity and email infrastructure. Over the years, we’ve continued to provide trusted support, helping them grow into a more secure and efficient business.
The firm relied on a physical server-based CRM system hosted in their office. When the provider went out of business, they faced the risk of losing access to their client data and operational workflows. Connectivity was limited, making remote access difficult, and email systems were outdated.
We assessed the existing workflows and critical data needs, then researched the market to find a secure, reliable, and compliant cloud CRM solution. The migration needed to be seamless to avoid downtime for their advisory team, with a focus on security, accessibility, and future scalability.
We executed a full migration from the on-premise server to a new cloud-based CRM, ensuring all historical data was preserved and accessible from anywhere. We upgraded the office connectivity to support cloud operations, migrated all email accounts to Office 365, and introduced improved security practices. Our long-term support ensured that their workflows remained smooth and their systems evolved alongside their business growth.