About The Client
Our client is a global software company that provides end-to-end design software solutions. With operations in over 150 countries and a strong base of 70,000+ loyal customers, they have significantly expanded their global presence by multiple acquisitions.
Business Challenge
As part of a broader Salesforce CRM consolidation effort, the organization initiated a focused 6-week Discovery Phase to integrate the Kitchen, Bath, and Furniture (KBF) business unit into the global Salesforce platform.
- Acquiring 10+ companies led to fragmented data across multiple systems, making it hard to manage customer and product information.
- Multiple CPQ instances created technical debt and process inefficiencies.
- No single source of truth for the product portfolio was affecting consistency in sales strategies.
- Lack of a standardized and unified sales process to gain better control over the end-to-end sales cycle.
Saksoft Solution
After partnering with the client, we deployed a team of over 100 Salesforce experts—on-site and offshore. With an advisory-first, outcome-driven approach, the entire journey was rolled out in four structured phases, each building on the success of the previous.
We opted for an advisory-led, outcome-based approach—deploying a team of 100+ on-site and offshore experts to assess their existing tech landscape and define a clear Salesforce roadmap.
- Migrated metadata, customer and product data, workflows, and automations from disparate systems into a single Salesforce instance.
- Built a centralized Master Data Management (MDM) module on Salesforce to serve as the single source of truth for global product and customer data.
- Harmonized multiple data sources by reconciling business rules and standardizing configurations, reducing complexity and tech debt.
The Results
- Unified, global sales process with better governance. Enabled better cross-sell and upsell opportunities through unified, 360° customer views.
- Opened doors for new revenue opportunities through strategic cross-sell initiatives.
- Implementation of a Global Master ID across Salesforce and connected applications is in progress to uniquely identify customers and data.
- Analytics, agentic AI, and revenue intelligence platforms along with deeper, system-wide integrations are in development to deliver enhanced business visibility.
Final Thoughts
Together, these above steps are turning the unified CRM into a smart, future-ready platform, empowering teams with the data, tools, and intelligence they need to fuel the next phase of global growth. A centralized, intelligent Salesforce ecosystem with better governance, cleaner data, and smarter sales capabilities, we helped our client to scale with purpose. And that’s how transformation becomes a true business advantage.
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