Zabbix needed to replace several disconnected CRM systems with one Salesforce environment that would support global sales, billing, and marketing processes. Our team built a unified solution that automated lead management, pricing, quoting, contract creation, and integrations with finance and service systems.
United in a single Salesforce CRM setup
Zabbix is a Latvian software company known worldwide for its open-source server monitoring solutions. The company operates across multiple regions, with offices in Latvia, the United States, Brazil, Mexico, and Japan. Alongside software sales, Zabbix provides professional services, training, and global event programs for its partners and clients.
Before partnering with us, each regional branch used its own CRM instance or local tools like V-Tiger, which made global visibility and process consistency difficult. The goal was to consolidate all business units into a single Salesforce environment, unify data management, and automate the full sales cycle from lead to invoice.
Facing Salesforce challenges?
Need a reliable partner?
United in a single Salesforce CRM setup
From disconnected regional systems to one global sales and service platform
End-to-end Salesforce setup for unified sales, billing, and marketing processes:
- Lead, account, and opportunity management
- Duplicate prevention logic
- Email activity capture setup
- Integration with VAT and bank APIs
- Integration with service desk for support tracking
- Quote, contract, and invoice generation
- Multi-currency and multi-language configuration
- Volume and multi-year discounts
- Contract management and renewal logic
- Automated document generation with editable preview
- Automated email journeys
- Event registration with QR code
- Confirmation, reminders, and status tracking
- Sync with Salesforce records in real time
- Event check-in via QR code scanning
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