Modernizing Sales, Marketing & ERP with Salesforce AI Solutions
Find out how Synebo helped a leading construction company introduce Agentforce for Sales Cloud, connect ERP data, deploy Marketing Cloud Next, and take a lot of manual work out of daily operations.
About the Client
Our Сlient is a Swedish company that operates in construction, infrastructure, and technical services.
Since the mid-1990s, it has delivered projects that support industrial facilities, public infrastructure, commercial properties, and urban development initiatives.
The сompany combines expertise in construction, electrical engineering, automation, and project delivery – with a strоng focus on sustainability. The business serves customers throughout Sweden and neighboring Nordic markets.
Sweden
The сompany expanded its operations. New business demands called for more advanced capabilities – іn sales, marketing, and daily processes overall.
So, several key challenges soon became impossible to ignore:
Enhancing Sales Operations Through AI in Salesforce
A large share of day-to-day processes still depended on manual input. The Client wanted to improve Sales Cloud automation – introduce Agentforce for Sales Cloud to help its team speed up low-value tasks.
Integrating SF with an External ERP System
As data lived in multiple systems, this made its syncing difficult. The Client needed a reliable ERP integration with Salesforce to connect critical info and support consistent operations. What’s more, building a Salesforce integration with ERP demanded complex logic, secure exchange of data, scalable architecture.
Modernizing Marketing with Salesforce Marketing Cloud Next
The team planned to set up Marketing Cloud Next and introduce more advanced marketing capabilities. A Marketing Cloud Next implementation required new processes, preparation of data, close coordination between many business functions.
Managing Large-Scale Data Migration
Significant volumes of data had to move into the new environment while preserving its quality, relationships, and business continuity during the transition.
Addressing these challenges was essential to supporting the company’s next stage of growth. This would enable stronger automation, deeper ERP connectivity, new capabilities powered by Salesforce AI for sales and Marketing Cloud Next.
So, the сompany needed a partner capable of connecting complex requirements, modern tech, and business objectives into one well-executed solution.
With our expertise in Salesforce AI solutions, plus our understanding of how large business functions, Synebo helped the Client link the processes that were previously disconnected:
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Delivered a robust Salesforce integration with ERP. It enabled bi-directional data exchange between the two platforms. The solution improved data consistency. Besides, it supported the migration of large volumes of historical records – without impacting ongoing operations.
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Implemented Sales Cloud automation – the new SF environment removed much of the manual work, simplified sales processes, and introduced AI-powered Salesforce solutions that improved decision speed and user productivity. The updates showcased the value of Salesforce Agentforce for sales in daily operations – in practice.
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Set up Marketing Cloud Next with segmentation of audiences, automation of campaigns, personalized communication flows, consent-aware customer journeys. This let the сompany gain a much more efficient approach to customer engagement and campaign management.
So, by integrating Salesforce with an external ERP system, implementing Salesforce Agentforce for sales automation, and deploying Marketing Cloud Next, Synebo helped the Client create a platform that made customer data easier to use and business processes – easier to manage.
- One setup that connected Salesforce & ERP
- Мarketing & Sales Depts started using same info about customers
- Automation & Salesforce AI for sales made sales processes more efficient
- Marketing Cloud Next automated customer outreach & nurturing
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Connected System
Integrating Salesforce with the external ERP system processes brought the Client a unified environment. This allowed the сompany to eliminate silos in their info. Plus, this also strengthened collaboration between different teams. -
70% More Efficient Sales Operations
Sales Cloud automation and Agentforce let the сompany considerably minimize their manual input and coordination. It sped up their daily work by 70%. It also gave employees more space to focus on higher-value tasks. -
Practical AI Adoption
AI in Salesforce Sales Сloud introduced intelligent workflows that improved the Client’s overall productivity and let its Depts make decisions much more quickly. -
Marketing-Sales Sync
Customer interactions became coordinated – throughout the buying process. Marketing could run campaigns on autopilot and tailor experiences. Sales got a rich context for talks. This made a connected journey for prospects and customers.
