SUMMIT (PLATINUM) PARTNER
Cloud Consolidation, Data Migration, Integration Migration
Western Union is an internationally recognised, global financial services institution that pioneered efficient International Payments to over 200 countries.
Western Union had been using Salesforce successfully across all its worldwide locations for many years. However, it was becoming clear that the efficiencies of running numerous teams in different countries meant that collecting key customer data was becoming cumbersome and fragmented.
Running separate Salesforce systems also meant paying more in license costs. Western Union also had to employ three different IT teams (and the associated costs and overheads) to manage individual Salesforce platforms.
There was also a concern that different territories required different CRM processes, potentially leading to more fragmentation of business data and management. This led to a Call to Action to find a solution to Western Union’s CRM challenge. They completed an internal feasibility study and the findings were that it would be too complex to consolidate Salesforce setups from the various territories and teams as the risk level of failure was too high.
Western Union had resigned itself that there were no solutions to this business challenge until they were introduced to our Salesforce experts here at Consleague in late 2020.
They took advantage of our free, no-obligation Discovery Mapping Programme. This highly-detailed Salesforce Consultation Service provided Western Union with full technical analysis from our Salesforce Experts, along with detailed documentation of the organisation’s setup, known limits and complexities.
Our report concluded that consolidated various Salesforce systems from different teams and territories could be achieved with the help of our team of expert consultants. After presenting the findings from our Discovery Mapping sessions, Western Union chose to work with Consleague’s experts to execute the plan and streamline CRM operations.
Our first priority was to consolidate the Salesforce platforms from the EU business into the US system, ensuring that data migration was backed up and successfully implemented. Data cleansing was also introduced at this point to ensure a lean transfer. Consleague successfully orchestrated several teams in different territories, under extremely tight timeframes, in different time zones.
Our Salesforce team rose to the challenge and using the valuable data gleaned from the Discovery Mapping Programme delivered a Salesforce customer success story.
This highly challenging project was successful because of our teams agility and their ability to break down complex problems into realistic Salesforce Solutions every step of the way. We facilitate a reduced risk approach in all of our work.
Are you a global brand looking for help and advice to streamline Salesforce platforms across territories and teams?
Try our free, no-obligation Discovery Mapping Programme to gain expert help and advice from our team of Salesforce consultants. We work with global brands, discussing their strategy and vision so that our experts can provide the best Salesforce solutions to streamline business operations.
At the end of the discovery process, you will receive detailed and extensive reports showing exactly what your global brand needs to do to integrate and migrate Salesforce platforms across the world.
You will retain full ownership of all outputs and reports from the discovery process, even if you decide that you’re not ready to proceed with the project. If you’re ready to get started, book a meeting or call with us now.
“Our engagement with Consleague to date has been hugely successful. From their initial feasibility study – to a highly efficient delivery, managing challenges that were previously written off as impossible. They provided a coordinated solution with multiple teams in multiple countries. Yet, it was delivered with a reduced risk approach and minimal disruption to business in under 3 months. We are very excited to be working with such an agile and dynamic team.”
Tim Keane – Managing Director
