As two large organizations merged into one, we were tasked with integrating their business, products, and teams. They need to migrate their system into an automated, scalable, and real-time Sales-based CRM. This needed to support multiple geographies across their product lines. The objective was to merge two orgs into one and make both businesses available for the business owners.

Client Business Background

The Organization is a Label printing and packaging solutions provider for global customers. It is a leading manufacturer of labels. They have multiple printing locations for labels across the US. They have different types of websites for the customers to select and order from various labels. They run numerous marketing campaigns and need to track the leads and engagements. The solution must meet the need for assigning leads to specific operations teams across sales development resources, and sales reps.

Engagement Background

The organization provides its services to clients through various websites for ordering labels to be printed with different dimensions and the ability to select the label material. All the customer information is captured in the salesforce org. These labels can be ordered from various geographic locations, and customers can use multiple websites available to order these labels.

The client wanted a slightly longer engagement with our team to fulfill its objectives of upgrading their product.

Client’s Current Operating Environment and Change They Required Client has multiple locations & websites from where their customers can order labels for printing. A process runs in the backend, which stores all the customer information, printing order details, art files, etc., and is then sent to production for printing. The client wants to integrate all orders from different websites into one salesforce platform for better customer visibility.

Solution and Approach

1. Our team analyzed the historical data and the data available in the two different salesforce orgs used by the client. After in-depth analysis & understanding of the metadata and data, these orgs were merged into one, and all the business users across both the orgs were given access to this org and their respective business processes. Our team also worked on enhancements and defects in the existing system and provided support for a number of months after the migration. In the entire duration, we provided valuable suggestions and solutions to issues or changes that needed to be made to meet the client’s expectations.

2. Development team worked on various enhancements and made changes in the existing code to provide the functionalities of both the orgs into one. Our seasoned developers scrutinized these code changes and new code written to leave no stone unturned to meet the client’s expectations.

3. Our development team has also extensively used apex, triggers, Visual Force, and flows to build new modules and VF pages to make the functionalities of both orgs available in one.

4. We have implemented the following dashboards to track the Global Business of the organization for board members:

   a. Sales Dashboard: Sales Dashboard visually represents the organization’s sales data. The dashboard may use different filters like period, Sales Person, etc.

   b. KPI Dashboard: KPI dashboard gives insights into the individual performance that the organization needs to track. It will help the people to achieve their objectives.

   c. Revenue Dashboard: The revenue Dashboard gives the idea of the entire business of the organization and each employee’s contribution to the revenue.

5. All the users, profiles, roles, and permission sets were analyzed for both the orgs and were created in one single org, before merging the data of these two orgs.

Key Benefits

The Thinqloud team was able to merge the orgs successfully into one and ensure that the client could carry out both businesses seamlessly.

With the delivered solution client operates a real-time sales tracking system and generates data that is analyzed for production planning. This eliminates 90% of their manual efforts. The system enhances data accuracy, less time-consuming data entry process, and transparency. The client is now able to manage multiple customers, agents, and products across a variety of locations in a more efficient manner.