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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 programme of work included a major upgrade from Salesforce Classic to the new Lightning interface and consolidation of multiple CRM and support solutions inherited through acquisitions into a single Global Salesforce instance.


The Outcome

The programme of work Atlantic Technologies delivered covered migrating Salesforce Classic to Salesforce Lightning including redesigning and adding new functional elements to take advantage of the Salesforce Lightning interface.

The second phase of the programme tackled the multiple CRM and support ticketing systems that had been inherited through previous acquisitions. Each CRM system involved a meticulous data migration plan moving data from systems such as MS Dynamics and Zendesk, a functional gap and impact analysis across business processes and the development of new Salesforce functionality.

The benefits of the programme included business process harmonsation across the markets, a reduction in overall licence, maintenance and support costs, and a single view of customer data enabling sales and marketing to upsell and cross-sell across CPA Global portfolio of software products and services.

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 Lightning and Salesforce Data Migrations.

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