# Three clouds, one process.

> We led the phase that joined them into one customer process.

- Source: https://synconai.com/case-studies/enterprise-sales-service-cpq-one-process
- Publisher: SynconAI (https://synconai.com)
- Type: Case study
- Evidence: Delivered work
- Industry: Commercial & Business Services
- Products: Sales Cloud, Service Cloud, Salesforce CPQ, Salesforce Platform, Flow, Apex
- Service: Salesforce for Large Enterprises (https://synconai.com/salesforce-for-large-enterprises)
- Reading time: 1 minutes

## In short

We led the phase that joined them into one customer process.

## How we help

We led the phase that joined them into one customer process.

## Before and after

| Area | Before | After |
| --- | --- | --- |
| Process | Sales, service and quoting apart | One customer process |
| Handovers | Lost between teams | Carried on the record |
| Change | Every cloud changed separately | Designed and released together |

## Results

- Fewer gaps between teams
- Quotes and service that match what was sold
- A platform ready for the next phase

## How it works

Enterprise Salesforce programmes join several clouds into one customer process: selling, quoting, service and data, under shared architecture, governance and release management.

Success depends on decisions made early: a data model every cloud can share, integration patterns that scale, and a delivery structure organised around the customer process rather than around each product.

## Our approach

1. **Architect first.** Agree the data model, integration patterns and environments across all clouds.
2. **Plan in phases.** Sequence delivery so each phase is usable on its own.
3. **Build and integrate.** Configure and develop across clouds with shared standards.
4. **Test end to end.** Test the customer process across clouds, not each feature alone.
5. **Release and govern.** Run controlled releases with stakeholder coordination and change management.

## What to get right

- Design the customer process across clouds before configuring any one of them.
- Settle the data model early; rework later is expensive.
- Use one release process for every cloud.
- Bring the business along with clear change management.

## Questions

### How do you run a multi-cloud Salesforce programme?

With shared architecture and governance, phased delivery, end-to-end testing and one release process across all clouds.

### Can you work with our internal team or another partner?

Yes. We lead architecture and delivery, or embed with your team, with clear ownership either way.

### How do you reduce risk on a large programme?

Early architecture decisions, phased releases that each deliver value, and testing the whole customer process before each release.

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SynconAI. https://synconai.com/case-studies/enterprise-sales-service-cpq-one-process