Seamless Global Expansion: Data Migration, Integration, and Salesforce Deployments
Elevating Belting Solutions Worldwide
Highlight
-
$2 Million
Annual Savings Achieved through Streamlined Data Migration and Integration Processes.
-
75% Increase in Operational Efficiency
Enabled Swift Global Expansion and Reduced Time-to-Execution.
-
35% Decrease in Lead Leakage
Optimized Lead to Order Process, Enhancing Sales Pipeline Integrity.
-
360-Degree Visibility
Provided Senior Management with Comprehensive Insights Across Regions and Countries.
Client Profile
Our client is a global leader, offering comprehensive belting solutions from design and manufacture to installation and services. Their activities span continents, servicing clients with unparalleled expertise and efficiency.
Business Challenges
Operating globally, our client faced multifaceted challenges:
- Diverse Locations: Implementing a Lead to Order process across 30+ locations worldwide.
- Integration Complexity: Integrating Salesforce with local ERPs, adopting standalone solutions where necessary.
- Multilingual Requirements: Ensuring the application was translated for specific regions in Europe and Asia.
- Data Clean-up: Migrating CRM data while addressing local countries’ specific requirements.
CONCLO Technologies Solution
CONCLO Technologies orchestrated a comprehensive solution:
- Security and User Onboarding: Onboarded local country users and configured necessary security settings.
- Integration: Seamlessly integrated local country ERPs with Salesforce, deploying standalone solutions where needed.
- Data Migration: Migrated CRM data to Salesforce, ensuring clean and relevant data.
- Multilingual Support: Translated application metadata for regions in Europe and Asia.
- Custom Processes: Implemented country-specific custom processes to align with regional requirements.
- Reports and Dashboards: Deployed region-specific dashboards and reports for diverse teams.
- Training and Support: Provided extensive training and hyper care support to enable efficient usage.
- Change Management: Executed change management activities for smooth transitions.
Tech-stacks Used
Sales Cloud, Salesforce Platform
Business Outcomes
This collaboration yielded significant results:
- On-time Deployment: Successfully deployed solutions based on a template methodology, ensuring timeliness.
- Enhanced Visibility: Provided senior management with a 360-degree view across regions and countries.
- Process Alignment: Aligned organization-level standard processes while accommodating local country-specific needs.
- Reduced Lead Leakage: Decreased pipeline lead leakage by 35%, with ongoing improvements.
- Uniform Platform: Established a uniform platform, enhancing communication alignment.
