Integrated Lead Management
Developed a sync between Salesforce Leads/Accounts and Monday.com boards. Leads are captured via Monday.com forms or pushed automatically from Salesforce Marketing.
- Geography:
- India
- Industry:
- Nutraceuticals
- Solution:
- Work Management
- Services:
- Project Management
- Employee size:
- 50+
The client
Our client is a global nutraceutical solutions provider that specialises in high-quality capsule solutions and nutritional ingredients. Operating on a global scale, they manage a complex lifecycle that spans from initial lead capture to regional project delivery, requiring precision and cross-departmental coordination.
Client requirements
- Unified Data & Process Integration Eliminate data silos by seamlessly connecting Salesforce with execution systems for consistent lead and account management.
- End-to-End Visibility & Scalability Enable a centralized view of leads, accounts, and project execution across global regions for better decision-making.
- Visibility Gaps Lack of a centralized view for project execution across diverse global regions (US, Europe, LATAM, India, and RoW).
Our approach & solution
We focused on creating a unified digital ecosystem that synchronized Sales, Marketing, and Delivery. Our strategy centered on "Automated Transition" ensuring that the moment a deal is won, the execution framework is already in motion. We prioritized a bi-directional architecture to ensure that whether a team member works in Salesforce or Monday.com, they are looking at a single version of the truth.
Automated Account Provisioning
Built a custom workflow for account creation requests. When a lead lacks an account, users trigger a request from Monday.com that syncs to Salesforce for approval and automatically links back upon creation.
Template-Driven Execution
Qualified leads are converted into Opportunities, which trigger the automatic creation of projects using predefined templates to ensure standardized delivery.
Value delivered
- Unified Ecosystem Eliminated data silos by connecting Salesforce lead management directly to project delivery.
- Accelerated Project Kickoff Predefined templates and automated triggers significantly reduced the time between "Closed Won" and project initiation.
- Operational Governance The new account creation workflow provides a clear audit trail and ensures compliance between sales and finance records.
- Global Visibility, Local Agility Regional teams work in tailored environments, while leadership enjoys real-time, global insights through centralized dashboards.
- Enhanced Accuracy Bi-directional synchronization eliminated duplicate data entry and reduced manual errors by nearly 100%.
Technology stack
Unified Work Management with Monday.com
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Unified Work Management with Monday.com