Global Salesforce Implementation for an International Trading Company
Customer
A global leader in the distribution of specialty chemicals and food ingredients, offering services including marketing, sales, and distribution with a focus on providing customized solutions to its customers.
Challenge
The company needed to replace its previous CRM applications with Salesforce across all 42 countries of operation. The Salesforce platform had to be integrated into the existing IT landscape, which included various ERP applications. Additionally, Salesforce CPQ (Cost Price Quote) needed to be implemented for creating advanced quotes and managing complex contracted prices. This challenging project had to be completed within one year.
Technology
The project involved the global implementation of Salesforce Sales Cloud, including integration with diverse ERP systems and the implementation of Salesforce CPQ. Nekst IT was brought in to manage integration and migration risks and later to handle functional, user acceptance, and regression testing.
Solution
Nekst IT played a crucial role in ensuring the success of this challenging project by providing comprehensive testing services:
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Integration & Migration Testing: Initially, Nekst IT was tasked with limiting integration and migration risks. The team performed thorough integration and migration tests to ensure seamless data transfer and system compatibility.
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Functional Testing: As the project progressed, the importance of regression and adoption risks became more evident. Nekst IT conducted functional tests to verify that the Salesforce platform, including CPQ, met all business requirements and functioned as expected.
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User Acceptance Testing (UAT): Nekst IT supported the UAT to ensure that end users were satisfied with the system’s functionality and performance. This involved close collaboration with stakeholders in all 42 countries.
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Regression Testing: To maintain system stability and functionality after updates or changes, Nekst IT performed extensive regression testing throughout the project.
Result
The global implementation of Salesforce was successfully completed within one year, staying well within scope. The project yielded significant benefits for the company:
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Successful Global Rollout: Salesforce was effectively implemented in all 42 countries, replacing the previous CRM applications without major issues.
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Seamless Integration: The Salesforce platform was successfully integrated with the company’s diverse ERP landscape, ensuring smooth data flow and process continuity.
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Enhanced Quoting Capabilities: Salesforce CPQ provides improved capabilities for creating quotes and managing contracted prices, streamlining sales operations.
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Risk Mitigation: Nekst IT’s comprehensive testing approach mitigated migration, integration, regression, and adoption risks, ensuring a high-quality implementation.
Conclusion
The collaboration with this global leader in the distribution of specialty chemicals and food ingredients underscores Nekst IT’s expertise in managing the quality of complex global projects and ensuring successful implementations. Through meticulous testing and risk management, Nekst IT contributed significantly to the seamless global rollout of Salesforce Sales Cloud and CPQ, enhancing the company’s CRM and sales capabilities.
You can learn more about our unique offerings of Salesforce Quality Solutions here!
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Integration & Migration Testing: Initially, Nekst IT was tasked with limiting integration and migration risks. The team performed thorough integration and migration tests to ensure seamless data transfer and system compatibility.
-
Functional Testing: As the project progressed, the importance of regression and adoption risks became more evident. Nekst IT conducted functional tests to verify that the Salesforce platform, including CPQ, met all business requirements and functioned as expected.
-
User Acceptance Testing (UAT): Nekst IT supported the UAT to ensure that end users were satisfied with the system’s functionality and performance. This involved close collaboration with stakeholders in all 42 countries.
-
Regression Testing: To maintain system stability and functionality after updates or changes, Nekst IT performed extensive regression testing throughout the project.
