Global CRM Implementation & Customization
How Iqra Technology implemented and customised Conga CRM across multiple business units of a globally operating enterprise — replacing disparate tools with a unified, standardised CRM platform and establishing a global commercial operations backbone.
Client Overview
A large-scale, globally operating enterprise in the digital marketing and software engineering intelligence domain. Its worldwide presence and multi-entity structure required a highly scalable and adaptable CRM solution capable of managing complex customer relationships, sales processes, and operational workflows across multiple regions and subsidiaries.
The organisation had accumulated disparate tools and manual processes across its business units — each operating with different systems, inconsistent data standards, and no unified visibility into sales operations, contracts, or document workflows. This fragmentation was limiting growth, creating operational inefficiencies, and making it difficult to manage the business at a global scale.
Iqra Technology was engaged to implement and customise Conga CRM across all business units — consolidating operations onto a single, standardised platform and establishing a global commercial operations backbone built on Salesforce.
Industry Details
Project Overview
The Conga CRM platform was successfully implemented and customised across multiple organisational units of a globally operating enterprise. The engagement involved comprehensive configuration and tailoring to align with specific business requirements — with a focus on streamlining sales operations, contract lifecycle management (CLM), and document workflows. The solution replaced disparate tools and manual processes with a unified, company-wide CRM platform, standardising operations and centralising critical business data across all regions and subsidiaries.
Client Requirements
- Implement and customise Conga CRM across multiple business units globally.
- Replace disparate tools and manual processes with a single unified CRM platform.
- Streamline sales operations, contract lifecycle management, and document workflows.
- Standardise CRM configuration across all subsidiaries and regional entities.
- Migrate legacy Workflow Rules and Process Builders to Salesforce Flows.
- Implement Apex Batch Class for bulk lead conversion at high volumes.
- Build custom reports and dashboards for real-time operational visibility.
- Manage and deploy complex Conga CPQ and CLM configurations across multiple Salesforce orgs.
- Drive user adoption through role-specific training and a champions network.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Implemented and customised Conga CRM across multiple business units globally.
- Replaced disparate tools and manual processes with a single unified CRM platform.
- Streamlined sales operations, contract lifecycle management, and document workflows.
- Standardised CRM configuration across all subsidiaries and regional entities.
- Migrated legacy Workflow Rules and Process Builders to Salesforce Flows.
- Implemented Apex Batch Class for bulk lead conversion at high volumes.
- Built custom reports and dashboards for real-time operational visibility.
- Managed and deployed complex Conga CPQ and CLM configurations across multiple Salesforce orgs.
- Drove user adoption through role-specific training and a champions network.
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."
FAQs
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