The company faced the intricate task: integrating Salesforce into their extensive IT ecosystem, serving as a CRM platform for 120 sales managers. This integration was to be melded with existing enterprise resource and project management software, a daily tool for 1,200 employees. 

Seamless transition was imperative, as any misstep in integrating Salesforce as the CRM cog could disrupt the delicate balance of cooperation and communication across departments. And there was more – the existing Salesforce setup prioritized user experience but fell short for field representatives. On top of that, the data models weren't making the grade in unifying the CRM, ERP, and task management systems into a cohesive ecosystem.

After identifying the critical pain points of the customer, Redtag’s experts have focused on the smooth and deep integration between the existing systems. The focus shifted to restructuring the existing Salesforce organization. Identifying the key issues, specialists adjusted the data model, implementing unified objects to enhance usability and reduce clutter. This also introduced live tracking of sales activities that provided customers with better operational oversight of the current state of the orders.

Ensuring harmony, the Salesforce system was fine-tuned to align with the company's chosen process management software, Wrike (the process management software of choice), and 1C (the ERP tool), maintaining critical functions in sales, planning, and strategy within Salesforce. To sustain the proper and complex transformation, Redtag applied the Salesforce API and third-party tools to consolidate three different systems.