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Salesforce CRM Modernization and Automation for Global Accessibility Solutions Provider

ventionteams.com

Manufacturing

Consumer products & services

Health & Fitness

Legacy CRM Limitations Hindering Global Growth

Existing Salesforce system lacked performance optimization, limited inventory management capabilities, and required excessive manual data entry for service contracts. These challenges reduced CRM adoption rates and hindered digital transformation across 26 international markets.

About the Client

Global market leader in stairlift solutions, committed to accessibility innovation since 1968

Digital Transformation Goals

Enhance CRM performance and scalability for global operations
Implement automated inventory management integration
Streamline service contract generation through template automation
Improve Salesforce adoption through administrator training programs
Maximize Salesforce ROI through customized business process alignment

Core System Enhancements

Custom CRM configuration aligned with accessibility product lifecycle
Salesforce Inventory Management implementation with warehouse scanning integration
Automated service contract generation using predefined templates
Role-based user training modules for Salesforce administrators
Multi-market process automation for sales, marketing, and service operations

Technology Stack

Salesforce Sales Cloud

Salesforce Field Service

Salesforce Service Cloud

Pardot for Marketing Automation

System Integration Requirements

Warehouse scanning solution integration
Multi-currency/multi-language support for 26 markets
Service contract template repository integration

Operational Requirements

High-availability architecture for global access
Scalable infrastructure to support 23+ projects annually
Role-based access control for sensitive customer data
Performance optimization for concurrent international users
User adoption metrics tracking system

Business Transformation Outcomes

Enables 30% reduction in manual administrative tasks, improves CRM adoption rates by 40%, and supports 26 international markets with localized processes. Automation will save 1,000+ annual hours in contract management while enhancing customer service capabilities through integrated field service workflows.