The challenge
Starting point
Aramis Global Trading, a logistics company in Argentina, ran its commercial information in a fragmented way: the customer base was not normalized and was spread across contact lists, Excel spreadsheets and an outdated CRM.
On top of that, commercial processes had low visibility and traceability, which made it hard to track the operation and make decisions. The company decided to migrate to Salesforce as a single platform and needed a partner to organize the data and processes to unlock its full potential.
Our solution
Qualis strategy
As a certified Salesforce partner, Qualis Lab supported Aramis Global Trading in implementing Salesforce with a focus on user experience and real adoption. The work included:
- Migration and normalization of the customer base, consolidating contact lists, spreadsheets and the previous CRM into a single source of truth.
- Organization of commercial processes to gain visibility and traceability.
- Automation of tasks and flows to reduce the team's manual workload.
- Definition of profiles and permissions for controlled, role-based access.
- Building reports and dashboards for management and supervision metrics.
- A focus on minimizing the number of tasks on the client's side during data loading.
Results
Measurable impact
- A unified and normalized customer base on a single platform.
- Quality reports and charts for management and supervision metrics.
- Clean commercial processes, automated and controlled by profiles.
- Greater visibility and traceability over the commercial operation.
Technologies & Practices
Stack used
- Salesforce
- Data migration
- Reports and Dashboards
- Process automation
- Profiles and permissions