CRM Transformation
Project Overview
Amidst a broad commercial transformation, a leading global AgTech enterprise partnered with Sabii Digital to spearhead the revitalization of its Salesforce platform.
Sabii Digital took on complete responsibility across different functions such as driving strategic execution, championing user-centered design, and embedding an impact-first approach throughout the CRM development ecosystem.
As a boutique firm renowned for precision and velocity, Sabii Digital acted as the client’s embedded Salesforce leadership team—stabilizing, scaling, and elevating the platform into a mission-critical enabler of the go-to-market strategy.
Capabilities:
Salesforce Ownership & Administration, Release Management & Deployment Governance, Design-First Solution Architecture, Cross-Functional Stakeholder Partnership, UI/UX Optimization, Data Model Design & Governance, Process Automation, End-to-End User Feedback Loops & Iteration Cadence, Change Enablement, Office Hours, and Training Frameworks
Methodologies, Tools & Softwares:
Salesforce Sales Cloud, Maps, Data Cloud, and Marketing Cloud, Lucidchart and Microsoft Visio, Github (DevOps), Microsoft Suite & Teams, JIRA, Clickup, Microsoft Loop, Smartsheets
Industry: Agtech
Project Duration: 1.5 years
Business Problem
The AgTech enterprise faced a significant capability gap in managing the complexities of a full-scale Salesforce re-launch. What the business required was immediate stabilization, strategic CRM ownership, and a human-centered implementation approach, capabilities uniquely delivered by an embedded partner like Sabii Digital.
Proposed Solution
Sabii Digital assumed full ownership of Salesforce in the production and development environments, partnering closely with business stakeholders to re-architect the CRM experience. Every solution was designed and developed through a user-centric lens, validated with real business use cases, and delivered with urgency to meet tight timelines.
We established CRM excellence practices, embedded feedback loops, optimized development frameworks, hosted regular office hours, and created a structured engagement model for Sales, Operations, Marketing and R&D teams. With every change and deployment, Sabii ensured clarity, adoption, and performance.
Sabii Digital successfully delivered advanced AI chatbot solutions that demonstrably enhanced online customer engagement and lead generation for both clients. By effectively consolidating fragmented information and implementing intelligent, context-aware conversational capabilities, we provided a superior customer experience and a more efficient pathway to qualified sales opportunities. This project underscores Sabii Digital's expertise in leveraging sophisticated AI to solve tangible business problems and drive measurable results. Future considerations include expanding the chatbots' knowledge domains and exploring their potential as internal knowledge resources for sales teams.
Conclusion
Sabii Digital transformed Salesforce from a disconnected tool into a strategic asset. By combining technical expertise with elite design and business empathy, we built a platform that enabled smarter selling, streamlined processes, and scalable growth.
Our role as a personalized and boutique partner gave the client agility, clarity, and trusted ownership, positioning CRM not just as a system of record, but a system of engagement and intelligence.