RetailConnect was growing quickly, but that growth also made it increasingly difficult to maintain overview and control across the organisation.
CRM-plus helped translate the business processes into a practical Salesforce solution. Rather than focusing only on traditional CRM, the setup was extended to support the operational flow from projects through orders and work in progress.
Projects and orders were brought together in Salesforce, giving the organisation a clearer view of what was happening, what still needed to be delivered and where work was in the process. Once completed, the relevant information could flow through to Exact Online for invoicing.
The solution also supported procedures around the stores, including onboarding, offboarding and the assignment of responsibilities. This helped turn processes that had become difficult to manage during rapid growth into a more structured and transparent way of working.
The result was more grip on both commercial and operational activities, with Salesforce acting as the connecting platform between customers, projects, orders and internal processes.