Our Approach
Onboarding, training and data migration
As part of this large-scale digitization project, Leadec initially harmonized all global sales and service processes, which enabled a common understanding of the need for an integrated global platform to be created as well as corresponding IT functionality requirements to be derived.
Based on these findings, Leadec together with the implementation partner 鶹Ƶ decided to implement Salesforce due to its high functional coverage. With our experience and specialisation in customer-centric transformation we were able to implement the Salesforce platform quickly and achieve a high level of digital enablement amongst their employees.
For Leadec, we applied an industry-specific methodology for the rollout by focusing on onboarding, training and data migration. This enabled a rapid rollout in a highly decentralized company with more than 200 locations worldwide, which also contributed towards the acceptance and adoption of the new solution.
The result
High levels of digital adoption globally
Despite the complex requirements, the solution was developed within six (sales) and eight months (service processing) utilizing our CRP approach. The rollout enabled all 250 sales cloud users to be trained and activated for the new solution within two months. In service processing (Field Service Lightning and Service Cloud) more than 600 users at over 30 locations in six countries had access to the platform within six months by the end of 2019, while system adaptation is still increasing today. Customer satisfaction has also increased upon the introduction of the new system, particularly related to the cost savings achieved and the increased efficiency and transparency throughout the entire sales and service processes.
