International Trading Company

Global Salesforce Implementation for an International Trading Company

 

Customer

 

A global leader in the distribution of specialty chemicals and food ingredients, providing marketing, sales, and distribution services with a strong focus on delivering customized solutions to customers worldwide.

 

Challenge

 

The company needed to replace its existing CRM applications with Salesforce across all 42 countries in which it operates. This required:

  • integrating Salesforce into a diverse IT landscape with multiple ERP systems
  • implementing Salesforce CPQ to support advanced quoting and complex contracted pricing
  • completing the entire global rollout within one year

 

The scale, complexity, and tight timeline made this a highly challenging project.

 

Technology

 

The project involved:

  • global implementation of Salesforce Sales Cloud
  • integration with various ERP systems across regions
  • implementation of Salesforce CPQ
  • comprehensive testing and risk management led by Nekst IT

 

Nekst IT was initially brought in to manage integration and migration risks and later took responsibility for functional, user acceptance, and regression testing.

 

Solution

 

Nekst IT played a critical role in ensuring the success of the global Salesforce rollout by delivering a complete testing and quality assurance approach.

 

Integration & Migration Testing

Nekst IT began by identifying and mitigating integration and migration risks. Thorough testing ensured:

  • accurate data migration
  • stable integrations
  • compatibility between Salesforce and multiple ERP systems

 

Functional Testing

As the project progressed, regression and adoption risks became more prominent. Nekst IT performed functional testing to verify that:

  • Salesforce Sales Cloud met all business requirements
  • Salesforce CPQ supported complex pricing and quoting scenarios
  • all customizations behaved as expected

 

User Acceptance Testing (UAT)

Nekst IT supported UAT across all 42 countries, collaborating closely with stakeholders to validate:

  • usability
  • performance
  • alignment with local business processes

 

Regression Testing

To maintain system stability throughout the project, Nekst IT executed extensive regression testing after each update or change, ensuring that new functionality did not impact existing processes.

 

Result

 

The global Salesforce implementation was completed within one year, fully within scope, and delivered significant benefits:

 

Successful Global Rollout

Salesforce replaced the previous CRM applications across all 42 countries without major issues.

 

Seamless Integration

Salesforce was successfully integrated with the company’s diverse ERP landscape, ensuring smooth data flow and operational continuity.

 

Enhanced Quoting Capabilities

Salesforce CPQ enabled advanced quoting and contracted price management, improving sales efficiency and accuracy.

 

Risk Mitigation

Nekst IT’s structured testing approach minimized migration, integration, regression, and adoption risks, ensuring a high‑quality global implementation.

 

Conclusion

 

The collaboration with this global leader in specialty chemicals and food ingredients highlights Nekst IT’s expertise in managing the quality of complex, large‑scale Salesforce projects. Through meticulous testing, risk management, and close stakeholder collaboration, Nekst IT contributed significantly to the successful global rollout of Salesforce Sales Cloud and CPQ, strengthening the company’s CRM and sales capabilities.