Migration Tool for a RevOps Company

Client Overview

A RevOps Consulting Company

Revenue Operations (RevOps) companies specialize in aligning sales, marketing, and customer success teams to optimize revenue growth. They help businesses streamline their operations by implementing the right tools, processes, and data strategies.

This particular RevOps consulting firm works with clients to assess their existing tech stack and recommend the best platforms—such as Gong, Salesloft, Outreach, Clari, or Zoom—for call recording, conversation intelligence, and sales engagement. Once a tool is selected, the firm assists in migrating historical call recordings from the client’s old system to the new one.

The Problem

Manual, Time-Consuming, and Error-Prone Migration

Before partnering with Nidana Technologies, the RevOps firm faced several challenges:

Manual Migration Process – Call recordings had to be downloaded and re-uploaded manually between platforms, consuming significant time and effort.
High Labor Costs – The migration required dedicated personnel to handle data transfers, increasing operational expenses.
Risk of Errors – Manual processes led to missed recordings, metadata mismatches, and incomplete transfers, affecting data integrity.
Delayed Onboarding – Slow migrations delayed clients’ ability to leverage new tools (e.g., Gong’s AI-driven insights) effectively.

Understanding the Tools

Gong, Salesloft, Outreach, Clari, and Zoom

The RevOps firm’s clients relied on these platforms for different use cases:

Gong – AI-powered conversation intelligence that analyzes sales calls to provide insights on deal progression, coaching opportunities, and customer sentiment.
Salesloft – A sales engagement platform that helps teams automate workflows, track communications, and improve outreach strategies.
Outreach – Similar to Salesloft, it focuses on sales execution with sequencing, email tracking, and call analytics.
Clari – A revenue platform that provides forecasting and pipeline management using AI-driven insights.
Zoom – A widely used video conferencing tool with built-in call recording capabilities.

Clients often needed to switch between these tools based on their evolving needs, making seamless migration crucial.

The Solution

Nidana Automated Migration Tool

Nidana Technologies developed a custom migration tool that automated the transfer of call recordings between platforms. The solution provided:

End-to-End Automation – Direct API-based transfers eliminated manual downloads/uploads.
Bulk Migration Support – Thousands of recordings could be moved in a single operation.
Metadata Preservation – Call details (timestamps, participants, tags) were retained accurately.
Error Handling & Logs – Automated validation ensured no data loss, with detailed logs for troubleshooting.
Time & Cost Savings – Reduced migration time from weeks to hours, cutting labor costs significantly.

Results & Impact

90% Reduction in Migration Time – What previously took weeks was completed in hours.
Zero Data Loss – All recordings and metadata were transferred accurately.
Cost Efficiency – Eliminated the need for manual labor, saving thousands per migration.
Faster Client Onboarding – Clients could start using their new RevOps tools immediately.

Conclusion

Nidana Technologies migration tool empowered the RevOps consulting firm to deliver seamless, error-free transitions for their clients. By automating a previously manual and inefficient process, the solution enhanced operational efficiency, reduced costs, and improved customer satisfaction.