Introducing new team member

How to consolidate your CRM tools — and make more time for sales

Overlapping and legacy customer management systems lead to time-sucking busywork that could be better spent closing deals.


Two questions to ask

  • Who owns the accounts?
  • How will group sales interact with them?

As one of the world’s largest consumer packaging firms with more than $5 billion in annual revenue, Sonoco regularly grows through acquisitions. Each acquisition results in additional systems, new complexities and new customer data sets that often overlap existing customers. That makes prospecting and account management challenging for sales reps as multiple divisions may be interacting independently with the same customer. Sonoco realized that it needed to have a single, global CRM solution with both a common process and common data model that allowed for a 360-degree view of each account, allowing reps to effectively and efficiently serve their customers.

 

Sonoco is hardly alone in this. Under the hood of any large corporation is a knot of legacy systems its IT teams are constantly trying to untangle. Acquisitions and divestments only make this problem worse by adding overlapping systems and data that needs to be integrated and that often takes time. At Sonoco, building lasting customer relationships and a high-quality experience for customers is of the utmost importance. As at many companies, the mounting system complexity led its sales teams to spend between a significant amount of time manually gathering and organizing the information needed to support their customers. This not only dragged-out sales operations and slows the sales cycle, but also meant that providing meaningful value to customers required a tremendous amount of manual work and coordination.

 

“It was important for us to drive organic growth, and we knew we needed better and more robust tools and processes to help us get there,” says Samantha Williams, global IT digital leader at Sonoco. “We had more than 50 different opportunity flows as a starting point across the divisions; we had to get that down to one.”

 

Sonoco needed more than a technical fix; it needed an advisor with a strategic knowledge of its business and the problems it faced, as well as an understanding of its culture as a people-first company that prizes relationships both within the firm and with outside partners and customers. To that end, the company recruited sales transformation and technology teams to provide insights on solving its larger challenge: driving organic growth and maximizing sales effectiveness.

The Golden Table

The EY team began by asking two questions: how to make reps more productive, and what customer journeys will guide them? The answer to the first is best measured in “lead to cash,” the lag between making first contact and closing the sale. Shrinking that gap requires heightened trust and a better understanding of the client’s challenges, which in turn demands having the right information at the right time to solve them. “If they want these experiences, what do we have to do internally to deliver them?” says Brian Goonan, an EY Americas Consulting sales transformation practice leader. “And that starts to break down the business barriers.”

The technology considerations flow naturally from there. Forcing teams to make difficult, politically fraught decisions in the name of narrowing options — Who owns the accounts? How will group sales interact with them? — helps create clarity strategically as well as define technical specs. “We encourage our clients to see this as an opportunity for business transformation,” says Lynn Lannin, a principal at Ernst & Young LLP (EY US). “If you don’t decide what you actually want to do with it, it can go poorly.”

In Sonoco’s case, this process produced what Williams reverently calls “the Golden Table” — a data integration layer tasked with normalizing customer data drawn from more than a dozen enterprise resource planning systems inherited from various acquisitions. Rather than trying to boil the ocean by integrating so many systems, the Golden Table delivers what the sales team really needs: a single company-wide CRM instance with a combined view of every customer.

With that in hand, Sonoco reps can now see opportunities to sell into different arms of existing customers, call on colleagues to make warm intros, and start exploring potential synergies rather than manually maintaining data. “I fully expect that in the future, this will shorten the sales cycle considerably because we can get to value a lot faster,” Williams says.

A single source of truth

A unified CRM also promises more sustainable relationships both internally and externally. A better understanding of customers’ needs helps deepen and strengthen relationships, reducing churn. And sales rep turnover can be mitigated by a “single source of truth” making it easier to onboard new hires into the firm’s institutional memory. “If I can give them a Golden Table that says, ‘Here are your accounts, and here’s everything you need to know about them,’ their ramp to productivity is shortened considerably,” Goonan says.

Which is not to say the heavy lift of system integration has suddenly become easy. But the transition to more modular, composable architecture with low- and no-code configurations has made it vastly lighter. And with the advent of generative artificial intelligence, sales teams have powerful new tools for analyzing and summarizing customer data on the fly, at the point of sale. “The big problem in the past has been over-customization, which is very limiting to M&A in the future,” Lannin says. “We’re aiming to layer in a business decision first that is enabled by a technical decision that prioritizes application configurability and sustainability.”

Summary

In IT, as in sales, the mantra remains “A-B-C”: Always. Be. Consolidating.

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