GlobalLogic and Salesforce Improving Sales Efficiency Through Integrated Data Management

Improving Lead Management

GlobalLogic enabled one of the top five US telco providers to optimize their lead management process through seamless integration across Salesforce and Snowflake. Our solution provided a unified, compliant, and efficient data management system, enhancing the client’s business operations in a highly competitive market. Our team delivered a cost-effective solution with strong code coverage, adherence to best practices, and minimal technical overhead, ensuring long-term scalability and a light technical footprint.

Opportunity

Our client is one of the top five  telco providers in the USA operating in the very competitive environment where the leading industry players have had flat financial results for several years.

To withstand this tough competition, our client wanted to improve their business operations by optimizing business-as-usual activities for the sales teams to streamline the sales cycle processes. Our client sought to scale its Salesforce technical team while ensuring seamless integration into its business units and enterprise architecture.

Value created

We provided architect-level guidance to ensure minimal technical debt and optimized system architecture for long-term sustainability.

Our team developed a robust enterprise-level data integration across Snowflake and Salesforce, ensuring secure, compliant, and seamless data flow into Salesforce Data Cloud.

This included filling a critical gap in the customer contact data by integrating customer preference data from an external system through Snowflake into Sales and Marketing Clouds using Data Cloud.

GlobalLogic team embedded into the existing agile framework, refining user stories and facilitating sprint planning focusing on delivery consistency.

Impact

We ensured seamless enterprise integration, providing a unified, compliant, and efficient data management for our client, which enabled them to optimize the lead management process.

Our client achieved strong measurable KPIs across the say-do ratio, sprint burndown metrics, and user story refinement quality.