Xtivia
184 Case Studies
A Xtivia Case Study
Red Hawk Fire and Security, an organization built through acquisitions, faced inconsistent data and sales processes across its units. The challenge was to gain visibility and accountability in sales after implementing a single ERP system. Xtivia was engaged to implement a configured and customized Salesforce CRM solution to unify pipeline data, manage sales activities, and consolidate disparaging data sources from spreadsheets and personal contact lists.
Xtivia delivered a profitable Salesforce implementation with a focus on system architecture and data model configuration, including Outlook integration. Following the implementation, Red Hawk standardized Salesforce reporting for sales, activity, and pipeline data within six months. This led to more efficient decisions and real-time access to information that previously took days to assemble, significantly increasing accuracy and operational efficiency.