The Before
Omniplex planned rapid growth, but its ten-year-old Salesforce org was holding teams back. Confidence in reports was low, manual processes were common and teams lacked a dependable single source of truth across sales, finance and customer success.
The After
We ran a detailed health check, reviewed Sales Cloud, CPQ, integrations and custom configuration, then rebuilt the key processes around leads, opportunities, quotes, contracts, accounts and activities. Redundant packages were removed and ongoing improvements moved into managed support.
The Results
The product catalogue was simplified by 90%, data quality and user adoption improved, and users saved hours each week. Omniplex relaunched Salesforce as a trusted single source of truth, giving its core teams a cleaner and more efficient way to work.
