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CASE STUDY

Industrial Conglomerate: Salesforce Integration Across 12 Business Units

An industrial conglomerate integrated Salesforce across 12 BUs with 47 source systems. Single customer record; unified marketing + sales view.

May 9, 2026 · 2 min read · By admin
At a glance
4,200 KEY METRIC
Industry
Manufacturing
Topics
Salesforce · Salesforce Integration
Published
May 2026
Headline outcome
4,200 Customer cross-sell discovery: 4,200+ opportunities…

Measured outcomes

What this programme actually delivered.

4,200

Customer cross-sell discovery: 4,200+ opportunities surfaced Y1

The challenge

An industrial conglomerate’s 12 BUs each ran Salesforce instances with their own customer records. Cross-BU customer view was impossible. Customers buying from multiple BUs were treated as separate entities.

What we built

Integration platform unifying customer records across BUs while preserving per-BU autonomy. Identity resolution rules. Cross-BU lead-routing patterns. Privacy-preserving (each BU sees only what it should).

Outcomes

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