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With 29 offices across 12 countries, CPA is an IT leader in Intellectual Property Software services. With a global team of over 3000 employees, the company aims to ensure that all their employees have all data accessible under the CPA global Salesforce platform so they can better serve their customers.

The Project 

They have been using the Salesforce platform since 2017 deploying their services among 29 offices in 4 continents (America, Europe, and Asia Pacific) and 12 countries. CPA needed a system able to leverage extensive offshore specialist resource pools as well as enabling specialist skills to be available when required (e.g. Python, SQL, Apex). Our tech winning formula embedded key differentiators such as the ability to build a strong relationship between them and their customers. As a leader in Intellectual Property software and tech-enabled services, CPA is an IT consultancy firm serving over 12,000 law firms and corporate customers every day, hence, the implementation of Salesforce was a vital add-on.

The goal was to commission MS Dynamics and Zendesk and bring Infographic CRM data and processes under the CPA Global Salesforce platform.

The Outcome

Our solution was applied to 12 Countries. The decommission of MS Dynamics and Zendesk lead to lower license and maintenance costs. Salesforce also enabled the harmonisation of processes and a single view of CRM data for the IT consultancy firm. The perfected global processes and governance created by Salesforce, opened the ability for CPA to upsell, cross sell and market across the portfolio of software products and services. The project scope was to migrate data from the MS Dynamics customer relationship management, to CPA’s Global Salesforce system, including moving cases from Zendesk.

A total of 3000 employees and over 200+ end users were affected by the system’s innovation that ran smoothly and effectively thanks to Atlantic Technologies’ expertise in Salesforce Data Migrations.

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