A Salesforce Sales Cloud rollout — unified leads, opportunities, renewals and BU-level forecasting, integrated with NetSuite — delivered in 12 weeks across regions and business units.
From kickoff to production cutover
Accounts, contacts, leads & opportunities
Web inquiry → forecasted revenue
Sales, finance & BU performance in one place
Our client is a global semiconductor and engineering R&D services company with several thousand engineers serving leading chip, automotive, aerospace and consumer electronics OEMs. Their business spans VLSI design, embedded systems, test & product engineering, and hardware/equipment solutions — sold across multiple regions through specialised business units, with both project-based services and recurring renewal revenue.
Growth was outpacing the patchwork of spreadsheets and email-driven workflows that ran the global sales motion.
Inbound enquiries, BU pipelines and renewals were tracked across spreadsheets and disconnected tools with no single source of truth.
Web leads were routed by email between region, BU and technology owners — slowing qualification and losing accountability.
Services (T&M, Fixed Price), hardware, equipment-based billing and renewals all needed distinct opportunity models with parent–child linkage.
Leadership lacked structured TCV/ACV capture, BU-level forecasting and real-time dashboards for revenue decisions.
Sales lacked visibility into contacts, orders and invoices from the finance system — blocking a complete account picture.
A growing global sales team across multiple business units needed a scalable, governed CRM backbone — not another silo.
A single, governed Salesforce Sales Cloud backbone covering lead capture through forecasting, integrated with NetSuite for finance-grade account visibility.
A structured, milestone-driven delivery — discovery to hyper-care.
Process workshops, BU alignment, solution blueprint
Lead, account, opportunity, forecasting & automations
NetSuite sync + 20K record migration
Structured UAT, sign-off, 2 virtual training sessions
Production cutover, checklist, adoption support
One platform, one process, one number leadership can trust.
BU and region-level forecasts with TCV/ACV discipline give leadership a true pipeline picture every week.
Automated routing and qualification cut hand-offs between regional and BU owners to near real-time.
Parent–child opportunity model with pro-rata tagging makes multi-year and renewal revenue traceable end-to-end.
NetSuite-integrated accounts surface contacts, orders and invoices alongside opportunities for 360° insight.
Talk to our Sales Cloud team about digitising lead-to-order, BU forecasting and ERP integration for your business.
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