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Enterprise integration

Salesforce CRM Platform

A CRM hierarchy framework that unified fragmented advertiser and agency account structures across regions, subsidiaries, and enterprise sales operations.

Enterprise IntegrationProject visual
Confidential client visual for Salesforce CRM platform work.
Industry context

Global sales operations

A CRM hierarchy framework that unified fragmented advertiser and agency account structures across regions, subsidiaries, and enterprise sales operations.

Challenge

Sales and CRM stakeholders needed cleaner visibility into global advertiser relationships, parent-company structures, revenue consolidation, and governance across regional account data.

Modernization path

BlueInGreen designed and implemented a Global Ultimate Parent hierarchy framework with validation workflows, account consolidation logic, and governance processes for scalable relationship tracking.

Stack and methods
SalesforceCRM architectureData governanceRevenue consolidationValidation workflows

What we delivered

  • CRM hierarchy architecture
  • Parent-company validation workflows
  • Revenue consolidation logic
  • Governance processes
  • Enterprise sales operations support

Operational impact

  • Improved visibility into global advertiser spend
  • Strengthened strategic account management
  • Reduced fragmentation across subsidiary relationships
  • Supported scalable CRM governance for sales operations
Unifiedaccount hierarchy
Clearerglobal advertiser visibility
GovernedCRM relationship data
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