Client Overview
A leading energy solutions company with 250 employees and $500M in annual revenue faced a challenge:
Three separate Salesforce CRM systems (ESP/SurgeX, Powervar, and its main division) were slowing growth and collaboration.
Business Impact
- Disconnected systems created data silos.
- Teams struggled to share leads and insights.
- Maintaining multiple licenses increased costs.
- Inconsistent experiences hurt Salesforce adoption.
The client needed one unified Salesforce platform to bring everyone together.
The Challenge
Key CRM pain points:
- Fragmented systems: Multiple CRMs with siloed data and inconsistent reporting.
- Operational inefficiency: Duplicate workflows and manual effort across teams.
- High costs: Separate licenses and admin overhead increased total cost.
- Poor collaboration: Teams couldn’t share customer information.
- Low adoption: Inconsistent user experiences reduced engagement.
Our Approach
Prolifics partnered with the client to consolidate all CRMs into one scalable Salesforce platform.
How we did it:
- Architecture & Design: Defined a single, flexible Salesforce structure built for today and future acquisitions.
- Configuration & Migration: Moved all data while ensuring quality and integrity.
- Process Alignment: Standardized sales and marketing workflows across business units.
- Change Management & Training: Supported adoption with clear communication and user training.
- Knowledge Transfer: Equipped internal teams to manage and scale the platform independently.
The Solution
We delivered a comprehensive Salesforce consolidation program that transformed how the client operates.
Core Deliverables
- Unified Salesforce Instance: One platform for all customer data.
- Data Migration & Cleansing: Reliable, duplicate-free customer records.
- Improved Reporting: 360° view of leads, pipelines, and customer engagement.
- Enhanced User Experience: Simplified workflows and intuitive navigation.
- Future-Ready Design: Built to grow with the business and integrate new technologies.
Results
After implementation, the client achieved:
- Simplified operations: Three Salesforce instances merged into one.
- Efficiency and cost savings: Streamlined workflows and reduced license costs.
- Stronger collaboration: Shared access to leads and insights across teams.
- Adoption success: Engaged users and higher Salesforce ROI.
- Future-ready platform: Positioned for scalable innovation and growth.
Client Feedback
“By consolidating into one Salesforce platform, we not only reduced costs but also unlocked new levels of collaboration and visibility.
Prolifics gave us the foundation to serve our customers more effectively and innovate for the future.”
— Leadership Team, Client
Ready to Transform Your CRM?
Simplify your systems. Strengthen collaboration.
Build a unified CRM that grows with your business.
Connect with Prolifics today.
