What’s Inside?
- The client successfully combined two distinct entities with different business models into a single operational environment.
- Our teams executed a comprehensive Salesforce org merge, standardizing processes and mutualizing user profiles and roles.
- The CRM consolidation yielded highly efficient operations and provided leadership with a harmonized vision for reporting.
Context
A global insurance and asset management leader, recognized as one of the world’s top groups with over 100 million clients across 57 countries, selected Salesforce technologies to power its marketing and distribution solutions. To support its ongoing growth and operational efficiency, the organization required a comprehensive CRM consolidation strategy.
Challenges
The organization’s primary ambition was to merge two different subsidiary companies, each operating with distinct environments and business processes. These two entities utilized different business models: one focused on contract management and online signatures for service providers, while the other managed contracts, online signatures, and invoicing. The main challenge was to harmonize these operations into a single platform without disrupting ongoing business.
The Solution
To address these complex consolidation needs, the implemented solution was built on Salesforce Sales Cloud. Additionally, Universign was integrated to manage the critical online signature requirements across the new unified platform.
Our Contribution
We managed the end-to-end design of the solution, starting with a thorough comparison and analysis of the target processes. Our experts upgraded these processes to strictly align with Salesforce standards. A major part of the project involved the mutualization of user profiles, roles, groups, and sharing rules to fit the new architecture. We seamlessly integrated evolving external services and provided extensive support to the client’s internal teams. Furthermore, we delivered comprehensive documentation, User Acceptance Testing (UAT) assistance, and go-live stabilization.
Benefits
The Salesforce org merge delivered immediate operational advantages. The organization successfully rationalized its total number of active users and optimized user profiles across the board. By establishing highly efficient and mutualized processes, the client ultimately achieved a unified and harmonized vision for all its reporting systems.
Key Figures & Dates
- Project duration: 09/2017 – 03/2018
- Workload: 60 man-days
- Impact: 100 users
