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Case Study
Unified global distribution platform drives sales effectiveness
Client Challenges
A high-performing sales and client service team operated in silos across regions, limiting global visibility and effectiveness. A decade of Salesforce customization had created conflicting regional processes, complex technical design, and significant data quality issues. A unified platform was needed to align global distribution and unlock data-driven decision-making.
alpha approach
Alpha defined a distribution platform strategy and target architecture, including integrations with external systems and requirements gathered via Alpha’s Accelerators. We delivered a phased implementation covering data migration, core CRM build, UAT management, training, and post go-live support. Alpha also built interim data structures including product, client, and agreements masters to underpin data integrity. Monthly release cycles ensured the platform continued to evolve with business needs. This program delivered a globally consistent, data-driven distribution platform that measurably improved sales effectiveness and cross-regional collaboration.
How we delivered lasting value
Turning insight into impact
Globally aligned sales and marketing processes
Sales and marketing processes were unified across all regions. This enabled effective account planning and joined-up client engagement globally
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Stronger data governance and management reporting
Tighter data governance controls improved data cleanliness and consistency. Business collaboration increased and management reporting became clearer and more reliable/
Accelerated user adoption through continuous improvement
CRM capabilities expanded through structured monthly release cycles. User adoption grew as the platform continuously improved to meet evolving business needs.
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