Customer 360 Integration Project
Multi-Team CRM Case Study
Customer 360 Integration Project
Learn how CodM Software connected customer data into Salesforce Customer 360 for stronger engagement and better reporting.
Salesforce Customer 360REST APIsData MigrationDashboardsAutomation Flows
Client Logo
Client Overview
Growth-Focused Enterprise
The client wanted one reliable CRM view across teams so customer interactions, opportunities and service requests could be managed from a unified source.
Industry: Multi-Team CRMBusiness model: Sales, service and operations teamsServices: Customer 360, CRM Integration, Data Migration
Business Challenges
The Salesforce barriers that needed a scalable solution.
Scattered customer data
Incomplete account histories
Slow reporting
Duplicate records
Disconnected sales and support workflows
Limited executive visibility
Solution Architecture
Salesforce Solution Architecture
Mapped customer data sources.
Designed Customer 360 architecture.
Migrated and normalized CRM records.
Built dashboards and role-based views.
Connected sales and service workflows.
Implemented data quality checks.
Implementation Process
A practical delivery timeline from discovery to support.
Discovery Workshop
Requirement Gathering
Architecture Planning
Salesforce Configuration
Integration & Testing
Go Live & Support
Technology Stack
Salesforce technology used to deliver the solution.
Salesforce Customer 360REST APIsData MigrationDashboardsAutomation Flows
Key Features Delivered
High-impact Salesforce capabilities delivered for measurable outcomes.
Unified Account ViewData DeduplicationReal-Time DashboardsService HistoryOpportunity TrackingAPI IntegrationsAutomated UpdatesExecutive Reporting
Before vs After
A clearer view of the business transformation.
BeforeAfter
Disconnected customer records Unified Customer 360 view
Slow reports Real-time dashboards
Duplicate data Clean governed records
Team silos Connected workflows
Screenshots & Visual Proof
CRM visuals that show the solution experience.
Salesforce Dashboard
Customer 360 visual mockup for stakeholder review and solution storytelling.
Architecture Diagram
Customer 360 visual mockup for stakeholder review and solution storytelling.
CRM Workflow
Customer 360 visual mockup for stakeholder review and solution storytelling.
Analytics Dashboard
Customer 360 visual mockup for stakeholder review and solution storytelling.
Client Testimonial
“CodM Software created a clearer customer view that helped teams make faster decisions and improve engagement.”
Client StakeholderGrowth-Focused Enterprise★★★★★
FAQ
Salesforce case study questions
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
What are permission set groups in Salesforce?
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
How does Sales Cadence work in Salesforce?
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Why use Customer 360?
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
How does Salesforce improve productivity?
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
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