Salesforce CRM Consolidation for UK Industrial Distributor
A success story of digital transformation and measurable business impact
Impact at a Glance
Key results achieved through this project
The Challenge
Following regional acquisitions, a leading UK-based industrial distributor was operating multiple separate Salesforce CRM instances across business units — with inconsistent data models, duplicate records, differing sales processes, and no unified reporting capability. Executives lacked a consolidated pipeline dashboard, cross-geography account collaboration was impossible, and the cost of maintaining multiple instances was untenable.
Our Solution
Praxysai.com worked with MIDCAI to execute a full Salesforce CRM consolidation program: detailed analysis of all CRM instances, unified Salesforce architecture accommodating all business unit needs, data migration and cleansing with deduplication and validation, standardization of sales processes and opportunity stages, and a phased go-live plan with structured change management.
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