Summary
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.
Customer overview
A UK-based public cybersecurity and information assurance company headquartered in Manchester, United Kingdom. It specializes in services like software escrow, cybersecurity consulting, and managed services.
Pressure points
The client’s acquisition resulted in two distinct Salesforce environments with fragmented processes, leading to inefficiencies across lead management, contract creation, and performance tracking.
Post-acquisition disparate IT systems creating operational silos and limiting revenue growth potential
Underutilized Experience Cloud limiting customer self-service capabilities and product visibility
Absence of unified agent performance metrics preventing effective resource optimization and management oversight
Manual lead conversion processes consuming excessive time across dual Salesforce environments
Time-intensive manual contract creation in both organizations reducing sales productivity
Legacy workflow and process builders requiring modernization to support business scalability
Solution highlights
Sonata Software implemented a unified Salesforce Sales Cloud and CPQ solution, merging two Salesforce instances into one cohesive platform. Automated workflows, enhanced visibility, and integrated tools such as DocuSign improved efficiency and customer experience.
Complete user migration and Salesforce org consolidation with unified sales process implementation
Experience cloud transformation using Site Builder for superior product catalog and service visibility
DocuSign integration enabling secure electronic contract execution
Intelligent lead automation for assignment and conversion, eliminating manual intervention
End-to-end automated service contract generation directly from opportunities
Comprehensive management and user-level reports and dashboards for performance tracking
Results that speak volumes
Enhanced operational efficiency and productivity through single org consolidation with streamlined lead-to-contract processes
Elevated customer experience with Experience Cloud case tracking capabilities and transparent service visibility
Seamless electronic contract signing through DocuSign integration, reducing turnaround time and improving customer convenience
By the numbers
100% data migration accuracy using SQL Data Loader
Shorter sales cycle achieved through intelligent lead automation and unified workflows
