Related case study
Challenges
CCI’s systems were holding them back:
- A heavily customized Salesforce org with a large volume of custom objects
- Disconnected CRM, billing, and order systems
- Manual quoting, contracting, and order processing
- Inconsistent product catalogs creating downstream errors
- Limited visibility across pipeline and customer experience
Solution
CCI started fresh with a clean implementation of Salesforce Communications Cloud and Marketing Cloud. The 11 month program included a customer migration from legacy CRM, Order Management and Billing platforms.
What changed?
- Quote-to-order automation replaced slow, manual steps
- Product catalog redesign improved order accuracy
- 360° customer view empowered sales and service agents
- Best-practice tooling accelerated deployment and reduced risk
- Marketing Cloud unlocked campaign personalization and attribution
Results
- 3x faster quoting
- Improved pipeline forecasting
- Simplified product and order flows
- Unified customer experience across teams and channels
- Built for scale with no legacy baggage
Client testimonials
This engagement was more than a technology upgrade—it was a full commercial transformation. With ideaHelix as their delivery partner, CCI streamlined sales, automated operations, and launched a new marketing engine, all aligned to Salesforce best practices.
We chose ideaHelix for their deep industry and product
expertise, their innovative tools and their alignment with our hyper-focus on unmatched customer experience.
ideaHelix has been a strategic partner throughout our CPQ and Revenue Cloud journey—their deep expertise is helping us streamline quoting and scale with confidence.
ideaHelix has been a true partner in our Salesforce journey—deeply invested in our success, embedded in our teams, and committed to delivering real business impact. They didn’t just help us scale—they helped us lead.
Our results so far: Impact in numbers.
CCI has streamlined their business, accelerated sales cycles, and enhanced customer experience with a scalable, automation-driven Salesforce solution.
0
%
Reduction in catalog complexity
0
%
Faster quote-to-order
0
%
Of orders fully automated
0
x
Faster time-to-market