A Salesforce story that shines bright


A 13-year partnership built on trust, evolution, and continuous transformation.

 

How a global lighting solutions company partnered with Nagarro to reimagine dealer onboarding, marketing intelligence, integrations with multiple systems, DevOps, managed services, and more.
One transformation after the other.

 

It began with a simple ask.

Over a decade ago, the client contacted Nagarro. They needed help getting started with Salesforce. The first project was straightforward. But with time, our partnership grew deeper. One need turned into another—one system enhancement into many. We didn’t just build solutions. We built trust. Through these 13+ years, the relationship has evolved into a long-term strategic partnership built on continuity and shared outcomes. Today, we are an extension of their digital team, working to build, improve, and optimize processes to make things work better.

From the very first project, the focus was always on improving outcomes. As the trust deepened, so did the ambition. Together, we’ve transformed key processes, bringing structure to dealer onboarding, intelligence to marketing, automation to DevOps and streamlined Salesforce integration with multiple platforms, and more. It’s been a steady evolution, one challenge at a time, turning complexity into clarity.

Let’s take a closer look at the journey, one transformation at a time.

1. Digitalized dealer onboarding

The client wanted to modernize a dealer onboarding process that was manual, paper-based and slow, causing delays and limited visibility for both dealers and their sales teams. Dealers couldn’t track applications, update details, or receive timely approvals. Sales operations teams lacked a centralized platform for efficiently reviewing and managing onboarding requests.

Nagarro implemented a Salesforce-based solution, enabling the dealer, distributor, partner or sales team to initiate the onboarding application. Business validations ensured data accuracy (check duplication, contact information, & form details). Features like document upload, application tracking, and auto-approval for dealers & sales members helped streamline process.

 

Outcome

  • Optimization of the dealer onboarding process from 5 days to 5 hours
  • Seamless approval process and improved visibility for dealers
Digitalized dealer onboarding

2. Streamlined Salesforce integration with multiple platforms

To better engage customers and track interactions across touchpoints, the client needed to unify data from multiple applications used for meeting scheduling, marketing event management, learning management and various others into Salesforce. Each platform operated in silos, with meeting details, event registrations, and training data disconnected from the CRM, resulting in manual effort, lost insights, and fragmented experiences.

Using APIs and MuleSoft as middleware, we integrated multiple platforms with Salesforce. The meeting scheduling app now auto-captures meeting and attendee details to create leads and contacts. Marketing event management app integration enables automated import of event registrations and triggers campaigns for follow-ups and ROI tracking. MuleSoft integration with the learning management system ensures the syncing of training information for both leads and contacts in Salesforce.

 

Outcome

  • Enhanced customer experience and campaign effectiveness
  • Improved customer insights and reduced manual work with integrated training and event data
salesforce integration with multiple platforms

3. Improved marketing reports and data synchronization

The client utilized Marketing Cloud Intelligence (previously known as Datorama) for email newsletter dashboards to serve all marketing stakeholders; however, it lacked data points and the necessary insights from other email campaigns. Data synchronization was ineffective due to data limitations and quota restrictions. Comprehensive reporting for other digital lead campaigns was limited because they were handled within Salesforce or CRM Analytics (CRMA) and were not integrated with Datorama.

Nagarro proposed a best-practice architecture integrating Salesforce CRM Analytics with Marketing Cloud. We designed ETL workflows for data extraction, transformation, and loading in CRM Analytics. Marketing users now have a unified platform to run their campaigns and view analytics. We also created a holistic email marketing report and defined clear KPIs to improve campaign performance reporting.

 

Outcome

  • Unified marketing reporting across platforms
  • Informed decision-making based on improved email marketing outcomes
Screens of business reporting

4. Automated DevOps and standardized managed services

The client was looking for a partner to provide managed support services across multiple products in the Salesforce landscape. For DevOps, the client relied on manual and outdated tools, such as change sets and Workbench, for their deployment process. It caused inconsistencies and misalignments across environments. There was a lack of version control and synchronization while making modifications in a higher environment, due to varied sandbox usage and no back-promotion.

Leveraging our expertise across the Salesforce ecosystem, Nagarro provided managed services with bug fixes and enhancements across multiple Salesforce products – Sales Cloud, Service Cloud, Field Service, Marketing Cloud, Experience Cloud, and MuleSoft. Nagarro also designed a holistic DevOps solution with Copado, replacing the manual processes with automated pipelines. This included version control systems like Git through Copado for precise component tracking. We leveraged Copado’s back-promotion feature for regular synchronization of changes. We also implemented Apex and PMD to enforce code coverage and maintain code quality standards.

 

Outcome

  • Improved release visibility and traceability in metadata and deployment history, thereby enhancing efficiency
  • Better team collaboration and fewer deployment conflicts, thus improving project outcomes.
Two men and one women, happily engaged in discussion while looking at computer.

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