Salesforce and Certinia Administration & Operational Support
How Iqra Technology partnered with one of the world's leading advertising and marketing services companies to consolidate its global sales and marketing data onto a single, unified platform — implementing and customizing Salesforce Sales Cloud and Certinia to streamline operations, enhance reporting capabilities, and deliver a 360-degree view of every client.
Client Overview
Provides digital transformation to its partners by using the right technology, strategy, and training. Headquartered in the United Kingdom with multiple offices located in the USA, Israel, Japan, Europe, UAE, Southeast Asia, and Africa.
As a globally distributed organisation delivering digital transformation services across multiple geographies, the client faced growing complexity in managing sales and marketing data. With teams operating across continents, they needed a single, unified platform to consolidate data, streamline operations, and give every team a consistent, accurate view of their clients.
Iqra Technology was engaged to implement and customise Salesforce Sales Cloud and Certinia — building a dynamic data model, integrating key business systems, and deploying automated marketing capabilities to support the client's global growth and service delivery objectives.
Industry Details
Project Overview
Iqra Technology delivered a comprehensive Salesforce Sales Cloud implementation and Certinia administration engagement for a global digital transformation services firm. The project focused on consolidating fragmented sales and marketing data from multiple regional operations onto a single, unified Salesforce platform. A dynamic data model was developed within Salesforce to unify customer data from multiple sources — including the client's e-commerce platform and point-of-sale system. Dynamic dashboards were built for campaign tracking and integrated performance tracking across regions. The engagement also included the deployment of Salesforce Marketing Cloud tools — Email Studio, Automation Studio, and Audience Builder — powered by a flexible AMPscript framework to enable highly personalised, behaviour-driven email communications at scale.
Client Requirements
- Consolidate global sales and marketing data from multiple sources onto a single Salesforce platform.
- Implement and customise Salesforce Sales Cloud to streamline business processes.
- Build a dynamic data model to unify customer data from e-commerce and point-of-sale systems.
- Develop dynamic dashboards for campaign tracking and cross-regional performance reporting.
- Deploy Email Studio, Automation Studio, and Audience Builder for marketing automation.
- Build a flexible AMPscript framework to enable dynamic, behaviour-driven email personalisation.
- Provide a 360-degree view of clients to support more effective digital transformation service delivery.
- Integrate performance tracking across all global regions into a unified reporting layer.
- Train end-users to drive smooth adoption across all business units and geographies.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Implemented and customised Salesforce Sales Cloud to streamline business processes.
- Built a dynamic data model to unify customer data from e-commerce and point-of-sale systems.
- Developed dynamic dashboards for campaign tracking and cross-regional performance reporting.
- Deployed Email Studio, Automation Studio, and Audience Builder for marketing automation.
- Built a flexible AMPscript framework to enable dynamic, behaviour-driven email personalisation.
- Provided a 360-degree view of clients to support more effective digital transformation service delivery.
- Integrated performance tracking across all global regions into a unified reporting layer.
- Trained end-users to drive smooth adoption across all business units and geographies.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
Frequently Asked Questions
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