LevelShift Transforms Disjointed Systems into a Unified Salesforce Ecosystem

The client is a leading innovator in advanced electronic components, instruments, and communication solutions. Their offerings include defense electronics, data acquisition systems, communication systems for airlines and business aircraft, monitoring and control instruments for industrial and environmental applications, as well as components and subsystems for wireless and satellite communications. 

The client faced several issues because one business unit was still using SAP C/4 HANA, while the rest had moved to a shared Salesforce organization. This caused process gaps, data issues, and delays in sales operations. 

Key challenges included: 

• Disconnected systems: Opportunities, quotes, and forecasts were stuck in SAP C4, making it difficult to obtain a comprehensive view across teams.
• Inconsistent data: Disconnected systems led to quality gaps and integrity issues, slowing operations.
• Missing forecasting tools: The use of two separate environments limited visibility and resulted in inaccurate forecasts.
• Slow quoting process: Creating customer-facing documents was more difficult in C4 because, unlike Salesforce, it didn’t offer standard templates or automatic updates.  
• Hard to scale: Without a shared quoting and forecasting process, it was not easy to grow or align sales operations across business units. 

LevelShift enabled org consolidation and a seamless migration, ensuring data integrity and preventing future quality issues. We strengthened forecasting with a monthly delivery tracking tool and streamlined quoting with integrated Sales Org details and bilingual Conga Composer templates. 

We helped the client fully migrate their business unit from C4 into Salesforce, creating a unified system that improved forecasting, data quality, and overall efficiency. 

• Unified System: Fully migrated the C4 business unit into Salesforce, aligning it with other units. 
• Better Forecasting: A new tool cut manual work by 60% and improved revenue visibility. 
• Clean Data: Standardized all state and country codes for consistent reporting. 
• More Efficiency: Automated quoting saved 40% of quote prep time and simplified template updates. 
• Improved Customer Experience: Faster, accurate, and multilingual quotes reduced turnaround time.