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Salesforce Case Study

Modernizing Sales Operations with Salesforce &
ERP Integration

RWL Advanced Solutions partnered with iOPTIME to centralize its sales operations in Salesforce while maintaining real-time synchronization with its existing Sage 200 ERP environment.

iOPTIME Salesforce RWL Advanced Solutions

Services

Salesforce CRM Implementation
ERP Integration
Middleware Development
Salesforce Automation
Reporting & Analytics

Industries

Networking & Connectivity Distribution
Project Highlights

Salesforce as Central CRM

Real-Time Sage 200 Integration

Secure Role-Based Access

Automated Data Synchronization

01 About RWL

A Unified CRM After Acquisition

RWL Advanced Solutions Ltd. is a European distributor specializing in networking and connectivity solutions.

Following its acquisition by General Cable Corporation (GCG), the organization required a unified CRM ecosystem capable of integrating existing ERP processes while supporting enterprise-wide sales operations.

02 Project Overview

When CRM And ERP Could Not Speak

Sales Needed One System Of Record.

After joining General Cable Corporation, RWL needed to consolidate sales processes into Salesforce while maintaining synchronization with its existing Sage 200 ERP platform.

Solution Statement

iOPTIME designed and implemented a secure integration that centralized sales activities, enabled real-time data exchange, and improved operational visibility without disrupting existing ERP workflows.

What Changed

  • Centralized accounts, opportunities, activities, and quotes
  • Sage 200 integration via Boomi
  • Platform Events for event-driven sync
  • Role hierarchy, sharing rules, and permission controls
03 Challenges

The Challenge Wasn't Salesforce. It Was Synchronization.

Connect ERP. Protect Access. Standardize Sales.

Business Challenges

  • Distributed sales data

    Sales data distributed across multiple systems.

  • Manual ERP–CRM synchronization

    Manual synchronization between ERP and CRM.

  • No centralized opportunity management

    No centralized opportunity management.

  • Limited reporting visibility

    Limited reporting visibility.

  • Inconsistent sales processes

    Inconsistent sales processes.

Main Challenges

  • Integrating Sage 200 with Salesforce

    Bridging two fundamentally distinct data models without disrupting existing enterprise accounting workflows.

  • Secure real-time synchronization

    Establishing low-latency data exchange via Boomi middleware to reflect inventory and quotes instantly across systems.

  • User-level access control

    Implementing granular sharing rules and role hierarchies to safeguard sensitive commercial pricing and financial records.

  • Maintaining data consistency

    Eliminating race conditions and duplicate account records during bidirectional quote and opportunity updates.

  • Supporting multiple business entities

    Configuring unified pipeline visibility across European business units operating post-acquisition under General Cable Corporation.

04 Our Solution

One Platform. Smarter Sales Operations.

Salesforce CRM

Centralized accounts, opportunities, activities, and quote management.

ERP Integration

Sage 200 connected through Boomi middleware and Platform Events.

Event-Driven Sync

Automated, real-time data synchronization between ERP and CRM.

Security

Role hierarchy, sharing rules, and permission controls.

Reporting

Sales dashboards, revenue forecasting, and pipeline reports.

05 Solution Showcase

The System Behind Every Sale

Every Record Tells A Story. Every Sync Moves The Pipeline Forward.

Salesforce Opportunity

Sage Quote

Boomi Flow

Sales Dashboard

Forecast Dashboard

Security Model

Pipeline Reports

Account Record

06 Business Impact

From Fragmented Data To Sales Momentum

  • Centralized sales management
  • Real-time ERP synchronization
  • Improved reporting
  • Enhanced security
  • Better operational efficiency
  • Standardized sales operations
  • Enterprise scalability
07 Project Workflow

From ERP To Executive Reporting

  1. ERPL1
  2. BoomiL2
  3. Platform EventsL3
  4. SalesforceL4
  5. Sales TeamL5
  6. ReportsL6
08 System Architecture

A Connected ERP–CRM Architecture

Salesforce Sits At The Center Of The Sales Intelligence Ecosystem.

Sage 200
Boomi Middleware
Salesforce CRM
Users
Reports
Management
09 Technology Stack

Powered By An Enterprise Integration Stack

Salesforce Salesforce CRM
Sage 200 ERP Sage 200 ERP
Dell Boomi Dell Boomi
Platform Platform Events
Salesforce Custom Salesforce Development
10 Key Outcomes

Built To Perform Today. Designed To Scale Tomorrow.

Future Scope

The Next Layer Of Sales Intelligence

Ready To Transform Complex
Sales Operations?

Build smarter, connected Salesforce solutions with iOPTIME.

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