Fragmented sales unified with Sales Cloud + portal

The challenge

Fragmented sales processes across teams and regions. Limitations in customer engagement due to disparate data sources. Data silos with legacy software.

System complexity

This $300M+ energy software company had fragmented sales processes across multiple teams and regions, with data silos created by legacy software systems. Customer engagement was limited by disparate data sources that prevented a unified view of the customer relationship.

The integration challenge involved connecting Salesforce with the OGSys portal for seamless bidirectional data exchange, establishing Salesforce as the single source of truth across all sales operations, and customizing the platform for region-specific sales processes and workflows.

What we built

• Configured Sales Cloud for lead management, opportunity tracking, forecasting
• Customized Salesforce for sales processes and workflows
• Integrated with OGSys portal for seamless data exchange

The outcome

• Streamlined sales processes with improved efficiency
• Eliminated data silos with centralized customer data
• Salesforce as single source of truth

Technologies: Sales Cloud, Experience Cloud