Comprehensive Salesforce Implementation for a Large Lighting Company
Challenge
A mid‑enterprise software provider serving major lighting companies across the USA and Canada operated with scattered processes and siloed data systems. Their fragmented workflows led to inefficient customer outreach, lack of transparency across departments, and reliance on manual operations. To stay competitive, they required an enterprise-grade solution that would unify data, automate interactions, and facilitate future-scale transformations.
A mid‑enterprise software provider serving major lighting companies across the USA and Canada operated with scattered processes and siloed data systems. Their fragmented workflows led to inefficient customer outreach, lack of transparency across departments, and reliance on manual operations. To stay competitive, they required an enterprise-grade solution that would unify data, automate interactions, and facilitate future-scale transformations.
Solution
Sigli executed the project with a compact yet highly skilled multidisciplinary team: two Salesforce developers, a solution architect, and an integration developer. Their approach followed four clear phases:
Discovery & Analysis — Mapping current business operations and existing IT systems to identify integration targets and workflow bottlenecks.
Architecture & Requirements — Designing the Salesforce solution: data model, custom objects, automation flows, case routing logic, and integration points for third‑party systems.
Implementation & Integration — Deploying Salesforce platform, creating custom development (Apex, flows, UI tweaks), enabling automated workflows, email follow-ups, centralized tracking, and integrations with external systems.
Stabilization & Support — Addressing bugs and rollouts, optimizing performance, and delivering ongoing support to ensure smooth adoption and sustainable operations.
Alongside technical execution, Sigli embedded BI capabilities and DevOps practices to ensure the system was scalable, maintainable, and ready for future digital transformation initiatives.
Sigli executed the project with a compact yet highly skilled multidisciplinary team: two Salesforce developers, a solution architect, and an integration developer. Their approach followed four clear phases:
Discovery & Analysis — Mapping current business operations and existing IT systems to identify integration targets and workflow bottlenecks.
Architecture & Requirements — Designing the Salesforce solution: data model, custom objects, automation flows, case routing logic, and integration points for third‑party systems.
Implementation & Integration — Deploying Salesforce platform, creating custom development (Apex, flows, UI tweaks), enabling automated workflows, email follow-ups, centralized tracking, and integrations with external systems.
Stabilization & Support — Addressing bugs and rollouts, optimizing performance, and delivering ongoing support to ensure smooth adoption and sustainable operations.
Alongside technical execution, Sigli embedded BI capabilities and DevOps practices to ensure the system was scalable, maintainable, and ready for future digital transformation initiatives.
Results
Single Source of Truth — Consolidated previously disparate processes and data into one unified system. sigli.com
Enhanced Visibility — Enabled seamless oversight across Sales, Service, and Operations teams throughout the customer lifecycle.
Automated Customer Communications — Reduced delays via follow-up logic and central email tracking.
Workflow Optimization — Automated key tasks, cutting manual workload, reducing errors, and boosting productivity.
Improved SLA Compliance — Enhanced response times and workload distribution through smarter case routing and task management.
High Client Satisfaction — “We asked for a full Salesforce implementation, and Sigli has more than delivered. The team was responsive and professional throughout.”
Single Source of Truth — Consolidated previously disparate processes and data into one unified system. sigli.com
Enhanced Visibility — Enabled seamless oversight across Sales, Service, and Operations teams throughout the customer lifecycle.
Automated Customer Communications — Reduced delays via follow-up logic and central email tracking.
Workflow Optimization — Automated key tasks, cutting manual workload, reducing errors, and boosting productivity.
Improved SLA Compliance — Enhanced response times and workload distribution through smarter case routing and task management.
High Client Satisfaction — “We asked for a full Salesforce implementation, and Sigli has more than delivered. The team was responsive and professional throughout.”