Sonata Software partnered with a global cybersecurity and risk management leader to consolidate and optimize their Salesforce landscape following a major acquisition. The merger had led to disparate systems that slowed down sales processes and impacted revenue growth. Sonata streamlined operations by unifying Salesforce instances, automating key workflows, and enhancing customer experience through Experience Cloud and DocuSign integration. The result: improved operational efficiency, shortened sales cycles, enhanced customer experience, and 100% accurate data migration enabling unified agent performance tracking.
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