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Salesforce CRM for a Data Center Operator in Asia

The client develops and operates data center infrastructure across Asia and needed a CRM for teams working in several regions and languages. We implemented Salesforce, from setup and data import to custom development and deployment support.

Industry: Data centers and digital infrastructure · Region: Asia

Salesforce CRM for a Data Center Operator in Asia

Challenge

  • Users in China and Japan needed a CRM that works in Chinese and Japanese.
  • Data had to move from legacy systems with its integrity intact.
  • Accurate tracking of the sales pipeline and marketing sources was essential for planning.
  • Teams needed an activity history that respects each user’s language.
  • Salesforce had to connect with Conga for documents and NetSuite for financial data.

Solution

  • We configured Salesforce for Chinese and Japanese, so labels and input fields display and accept both languages, and added shadow copy fields to make global search work across languages.
  • Records supplied in CSV format were imported into Salesforce.
  • Opportunity-level tracking and field history show where leads come from, and a funnel report and standard reports cover the client’s needs.
  • A custom Lightning component shows activity history in the user’s preferred language.
  • We connected Conga for document generation, including templates, queries, buttons and automation, and built a two-way integration with NetSuite together with a NetSuite developer.

Results

  • Profiles, roles and permissions were set up for more than 40 users.
  • The CRM supports Chinese and Japanese labels and input.
  • Web-to-lead works with LinkedIn and the company website.
  • Post-deployment support included an on-site developer for immediate help.

Technologies

SalesforceLightning componentsCongaNetSuite

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