- Geography: India
- Industry: Nutraceuticals
- Employees: 50+
- Solution: Work Management
- Services: Project Management
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
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.
Our solution
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.
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.
Business benefits
- 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
