SalesForce Retail Client

Data Migration

ERP Optimization

SalesForce

SalesForce Retail Client

Industry

Retail

Company Size

101-200

Headquarters

Amsterdam Netherlands

Who is SalesForce Retail Client?

Recently, a mid-sized company in the retail industry (whom wishes to stay anonymous) approached DevXTeam to overhaul their outdated CRM system. They were struggling with fragmented customer data, inefficient sales processes, and limited insights into customer behavior. The company aimed to improve sales pipeline management, automate routine tasks, and enable data-driven decision-making.

The Challenge

The client struggled with data inconsistencies, disjointed sales processes, and a lack of actionable customer insights due to an outdated CRM system. The limitations hindered their ability to maintain accurate records and automate essential sales and service workflows. Seeking to enhance their sales pipeline and operational efficiency, the company aimed to implement automated processes and leverage data-driven insights to support growth. The goal was to modernize their approach, enabling smarter decision-making and improving customer management across the board.

Technologies used

Salesforce Sales Cloud
Service Cloud
Data Migration Tools
Custom APIs
Marketing Automation Integrations

The Approach

Our approach began with a detailed assessment of the client’s current system and business requirements. We identified key areas for improvement and designed a custom Salesforce implementation strategy that included:

Salesforce Implementation
We set up tailored Salesforce configurations that included Sales Cloud and Service Cloud functionalities. This involved creating custom objects for unique business processes, building automated workflows for lead nurturing, and setting up custom dashboards that provided real-time insights into sales and customer service activities.

Data Migration
A comprehensive data migration plan was executed to transition from the legacy CRM to Salesforce. The process involved a thorough data audit and cleansing to ensure data accuracy, followed by field mapping and data import using advanced migration tools. We maintained data integrity throughout the process, which was crucial for seamless continuity.

Optimization and Custom Integrations
Post-implementation, we optimized the Salesforce platform by refining workflows, setting up email marketing integrations, and customizing reports for different user roles. We also developed custom APIs to integrate Salesforce with other internal systems, providing a holistic view of customer interactions across all platforms.

Training and Support
To ensure long-term success, we provided staff training sessions on Salesforce best practices, enabling users to fully leverage the system’s capabilities. We continue to offer ongoing support to adapt the system as the company scales.

The Result

The implementation delivered significant business benefits, including:

40% reduction in manual data entry, thanks to automated workflows and data integrations, allowing sales and service teams to focus on customer engagement rather than administrative tasks.
30% increase in sales conversion rates, achieved through improved lead tracking and automated follow-ups, resulting in higher customer engagement.
Enhanced data accuracy and real-time insights, enabling quicker, data-driven decisions, and better forecasting for sales and operations teams.

What did the client say?

“We have seen tremendous improvements in our sales process efficiency. The automation features and real-time insights provided by the new Salesforce setup have drastically reduced our workload and allowed us to focus on what really matters—our customers.”

Need something similar?

Contact us to discuss your next project!

Other projects

Check out other projects we have done.

ZZP-Hulp Loket

ZZP-Hulp loket deals with thousands of documents a week. But having to make a separate phone call for every single one? That can be improved, right?

Read More »

Secior

Secior is a recently founded cybersecurity company. They wated to enhance their customer realtions by easily letting them asses their current security situation.

Read More »

LevelFour/Action

Gaining insight in your network status can be a challenge. LevelFour was keen on helping one of their biggest customers with this.

Read More »

Get your free Cloud Readiness Assessment done by DevXTeam!

Fill in the form below to get a free Cloud Readiness Assessment. What does that mean?

– We can evaluate current IT infrastructure.
– We will identify opportunities for cloud adoption.
– We will develop a tailored cloud strategy roadmap.

DevXTeam is keen on offering the helping hand in moving to the cloud.