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+ About The Organisation

A global consumer brand operating across Asia with regional sales and distribution teams.Customer lifecycle management from lead capture to ongoing servicing and relies heavily on CRM workflows, market coordination, and mobile engagement for field teams. Modernising these capabilities was a priority to support expansion and improve sales performance across markets.

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+ 12 months to achieve the project

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+ 200 CRM users onboarded across Asian market

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+ 3 country rollout delivered

 

A Salesforce Lightning CRM platform helps a global consumer brand unify customer lifecycle management across Asia and improve sales productivity.

As customer journeys become more complex and markets scale across regions, fragmented CRM systems slow sales teams down and limit visibility across the customer lifecycle. Legacy platforms and inconsistent processes make it harder to adopt new ways of working especially for mobile and field-based teams.

This case shows how migrating to Salesforce Lightning enabled a unified, mobile-ready CRM that improved usability, standardised processes across markets, and helped sales teams work more efficiently from lead capture through post-sales service.


+ Delivery Stats

+ Regions: Malaysia, Singapore, Cambodia​
+
Platform: Salesforce Lightning, Salesforce Mobile App​
+
Updated modular CRM architecture​
+
New release cadence and market launch strategy​
+
Fully mobile-enabled sales application


+ The Challenge

The organisation relied on Salesforce Classic, leading to several limitations:​

  • outdated UI slowing adoption​
  • fragmented lifecycle processes​
  • difficulty aligning multiple markets under a single CRM structure​
  • inconsistent release cycles​
  • limited mobile usability for field forces​

The business needed a CRM capable of supporting a unified customer lifecycle, consistent market rollout, and improved usability for bothoffice and field users.​

+ The Solution

We+ Asia managed the end-to-end CRM transformation programme,migrating the legacy Salesforce Classic environment into Salesforce Lightning with a fully modularised CRM 2.0 architecture.​

Key contributions:​

  • managed the RFP process and vendor evaluation​
  • coordinated the migration and Lightning enablement​
  • designed the release plan across multiple countries​
  • aligned business requirements with Salesforce best practices​
  • oversaw development progress and controlled execution risks​
  • prepared communication materials to promote the solutioninternally​
  • orchestrated go-lives and hypercare for each market launch​

The result is a modern, scalable CRM supporting the full customerlifecycle — from pipeline management to post-sales operations.​

+ The Results

+ 200+ CRM users onboarded across Malaysia, Singapore, and Cambodia​
+ 100+ field sales users adopting the new mobile CRM​
+
Unified customer lifecycle workflows replacing fragmented processes
+
Lightning UX improved productivity and reduced navigation time​
+
Consistent APAC rollout enabled by modularised CRM design​
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Faster go-live cycles with a clear, repeatable launch strategy​

The Salesforce upgrade transformed how our teams manage the customer journey from first contact to after-sales service.
Sales Director | Consumer Brand

 

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