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Migration of Salesforce Packages from Managed to Unmanaged for Enhanced Fintech CRM Integration

axelerant.com

Financial services

eCommerce

Information technology

Business Challenges in Post-Acquisition CRM Integration

Post-acquisition integration of managed Salesforce packages required conversion to unmanaged packages to eliminate third-party vendor fees, resolve complex dependencies without data loss, and enable customization capabilities. Legacy systems created operational inefficiencies in onboarding new acquisitions and maintaining system configurations.

About the Client

Payment technology and processing solution provider offering debit/credit card processing, ACH processing, and instant funding. Listed on Inc. 5000 for 8 consecutive years with 10,000+ merchant locations across 5+ industries.

Strategic Project Goals

Eliminate recurring vendor fees through self-managed Salesforce package infrastructure
Reduce third-party dependencies while maintaining system integrity
Streamline acquisition onboarding processes for future scalability
Enable full customization of CRM components for internal development teams

Core System Requirements

Managed-to-unmanaged package conversion framework
Automated dependency identification and resolution
Metadata parsing and reconfiguration engine
Seamless data migration with configuration preservation
Continuous integration pipeline for Salesforce components

Technology Stack Requirements

Salesforce

Python

Heroku

Amazon Web Services

Git

Gearset

System Integration Needs

Salesforce CRM with Heroku middleware
Payment gateway infrastructure
AWS cloud storage services
Version control with Git repositories

Operational Requirements

99.9% system uptime during migration processes
Data integrity validation mechanisms
Role-based access control for security compliance
Horizontal scaling capabilities for future acquisitions
Automated rollback procedures for failed deployments

Anticipated Business Outcomes

Projected 40% reduction in CRM operational costs through vendor fee elimination, 60% faster acquisition onboarding cycles, and 70% improvement in system customization capabilities. Enhanced ability to scale infrastructure for future mergers and acquisitions while maintaining regulatory compliance in financial services.