OBJECTIVES
Dupont Circle Solutions (DCS) collaborated with a 30+ year established organization with over ten figures in revenue. Following their acquisition by a private equity fund, the organization decided to implement new systems to support their next phase of growth. The organization recently migrated to a new ERP and identified the need for a scalable lead-to-cash solution. DCS was engaged to design and implement this new system in phases to ensure minimal disruption to the organizations.
APPROACH
- Discovery & Design: Conducted a thorough review of the existing systems landscape and gathered an extensive understanding of the company‘s cross-functional system needs. Based on the findings, DCS recommended a phase approach roll-out of the following systems: Salesforce, CPQ, Hubspot, and Service Cloud. An integration plan with the existing ERP was also designed, utilizing an Integration Platform as a Service (IPaaS) system.
- Data Migration & Transformation: Mapped the organization’s data and the integration of their complex parent-child relationships from their legacy system to the new integrated system.
- Reporting: Set up dashboards and reporting for the new integrated system to support scaling business operations.
- Training & Support Documentation: Established training protocols and support through the various integration phases, as well as provided support post launch to ensure ease of use and seamless integration.
OUTCOMES
- Implemented an entirely new lead-to-cash Salesforce infrastructure to support the next phase of growth.
- New system seamlessly integrated with other company-wide systems to allow for enhanced operations.
- New data mapping led to improved revenue operations, including reporting, forecasting, and revenue generation.
