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Salesforce CRM Optimization and Automation for EDI Solutions Provider
  1. case
  2. Salesforce CRM Optimization and Automation for EDI Solutions Provider

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Salesforce CRM Optimization and Automation for EDI Solutions Provider

itransition.com
Automotive
Business services
Information technology

Challenges in CRM Efficiency and Data Management

The client's Salesforce CRM system suffered from inefficient usage, poor third-party integrations (Pardot, PandaDoc), duplicate/obsolete records, limited visibility into sales pipelines, and inadequate reporting capabilities. These issues hindered process automation, data quality, and cross-departmental collaboration.

About the Client

A UK-based EDI solutions provider with 35+ years of experience, delivering cloud/on-premise data communication technologies and managed services to global automotive brands.

Key Goals for CRM Transformation

  • Optimize Salesforce configuration for end-to-end sales process automation
  • Enhance data quality through deduplication and validation rules
  • Improve cross-departmental visibility via customized dashboards
  • Strengthen integrations with marketing (Pardot) and document management (PandaDoc)
  • Enable automated workflows for opportunity tracking and contract management

Core System Enhancements

  • Custom fields for Opportunity/Order/Account tracking
  • External document storage integration with version control
  • Categorized note types (technical/financial/general)
  • Automated opportunity notifications for presales teams
  • Deduplication rules for accounts/contacts
  • Dynamic dashboards per department
  • Pardot-Salesforce synchronization for lead nurturing
  • Bidirectional data flow between Salesforce and PandaDoc

Technology Stack

Salesforce CRM
Pardot
PandaDoc
Salesforce Lightning

Critical System Integrations

  • Pardot for marketing automation
  • PandaDoc for contract management
  • External document storage solutions

System Performance Criteria

  • Scalable architecture for enterprise growth
  • Real-time data synchronization
  • Role-based access controls
  • High-availability configuration
  • Compliance with data governance standards

Expected Business Outcomes

The optimized CRM system will reduce manual data entry by 40%, improve sales pipeline visibility across 15+ departments, decrease duplicate records by 70%, and enable faster decision-making through KPI-driven dashboards. Enhanced integrations will streamline marketing-to-sales handoffs and contract management processes.

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