Venture Logistics Salesforce Sales Cloud and Pardot Implementations
Venture Logistics needed to re-implement Salesforce CRM to migrate from an outdated Salesforce org to a new Lightning org configured for multiple business units and opportunity types and integrate Salesforce with their ERP.
About the Client
Venture Logistics had one business unit that was using Salesforce but needed assistance bringing two other sales business units into a single Salesforce platform. The sales teams needed to be able to work independently on some opportunities and collaborate on others. Reports and dashboards that existed in the previous environment needed to be rebuilt with multiple business units in mind. Existing data from previous Salesforce needed to be migrated and associated to the appropriate units. Venture Logistics needed to update the lead process to accommodate the new model.
Through the discovery process with Venture Logistics, Summit Technologies learned that Venture:
Wanted like to migrate from an outdated Salesforce org to a new Salesforce org while enhancing the functionality for the business unit using it and onboard two other business units that were minimally or not using Salesforce
Had a need for strong internal contextual collaboration tools to cross-sell across business units and ensure proposals are generated in a timely fashion - Transparency, automation, timely notifications and effective oversight were keys to achieving this process in Salesforce
Required integration between Salesforce and their ERP to keep account data in sync and surface critical account revenue data for the sales teams
Desired a quick launch to deliver the initial stages of the Salesforce implementation, with Summit Technologies providing expert assistance and guidance to ensure a seamless transition from the old Salesforce org to the new
Had strong internal personnel resources that can be leveraged during the project to:
Work side by side with Summit Technologies, and where appropriate, to share work and provide in-depth oversight and input
Work towards establishing an internal center of excellence for Venture, which will provide long term optimization of their Salesforce instance
Wanted to strengthen their email marketing efforts and associated reporting
Summit Technologies addressed the challenges. The Summit Technologies team:
Designed a new data model to include the additional business units
Migrated the data from one Salesforce instance to the other with no interruption to the business
Revised the lead process to align with Salesforce best practices and allow for additional business units
Updated reports and dashboards to align with new key performance indicators (KPI)
Trained their Salesforce administrators on newer functionality of Salesforce and best practices
Integrated ZoomInfo Phone system
Integrated ERP system with Salesforce via iPaaS (integration platform as a service)
Developed solutions to automate processes as needed as well as convert outdated Workflows to supported Salesforce automation methods
Summit Technologies was able to provide the “One Venture” experience that Venture Logistics leadership had championed. Sales teams across all business units are able to share and collaborate on opportunities and can view critical data from the ERP system while in Salesforce. The Marketing team is building effective marketing journeys for clients and prospects with deeper insight into their efficacy. The Venture Salesforce admin team was impressed with the knowledge of the Summit Technologies team and how quickly we were able to overcome any hurdles that arose during the process.
In Our Client's Words...