For a specialty chemicals company with nearly two decades of worldwide operations and nineteen manufacturing and trading entities, growth brought both opportunity and complexity. As the business expanded, Salesforce became a critical platform for managing customer data and global operations. But a single org supporting both U.S. and international teams introduced challenges that slowed efficiency and limited visibility. To support their vision of unified systems and streamlined processes, the company partnered with Ascend Technologies to reimagine their Salesforce environment.
Challenges
Operating a single Salesforce org across international and U.S. teams created a tangled system that struggled to meet evolving business needs. Navigation and structure were not intuitive, making it difficult for users to access the right data and gain a clear snapshot of account status. A global pricelist failed to meet regional requirements, while key reporting—such as opportunity scorecards—lacked the insights leadership and sales teams needed. As a result, visibility issues, inefficiencies, and user frustration grew across departments.
Solution
Ascend redesigned the Salesforce org to support both U.S. and global teams within a single, streamlined environment. Data input and processes on Accounts and Opportunities were simplified, while Account and Opportunity record pages were overhauled for easier navigation. A dedicated U.S. pricelist component was introduced to better meet regional needs, and profiles and roles were updated to improve data access. Ascend also revamped reports and dashboards, rolling out a comprehensive Opportunity Scorecard to provide meaningful performance insights.
Outcome
The transformation delivered immediate and measurable results. U.S. teams gained a customized org tailored to regional workflows, while all users now benefit from a 360-degree view of account status. Login volume and documented activities doubled within five months, reflecting higher adoption and engagement. The new pricelist streamlined approvals and consolidated communication in one tool, boosting sales efficiency. Leadership and sales teams can now access accurate, meaningful reports and dashboards—turning data into actionable insights and supporting smarter decision-making.
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By partnering with Ascend, the company successfully unified global operations while empowering regional teams with the tools they need to thrive. The result is a Salesforce environment that drives efficiency, enhances visibility, and supports scalable growth.
