Unifying global sales and CPQ processes for Zabbix
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
Client & product
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.
Business challenge
- Separate CRM systems across multiple countries led to inconsistent data and poor visibility.
- Manual lead qualification and duplicate record creation slowed down sales.
- A complex product catalog with different currencies and pricing models was difficult to manage.
- No unified process for generating quotes, contracts, and invoices.
- Limited integration between CRM and service desk systems.
- Manual verification of VAT IDs and currency exchange rates.
- Event registration and email workflows are managed outside of Salesforce.
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Results achieved
- Single Salesforce org uniting all regional teams.
- Automated lead and contact management with advanced duplicate checks.
- Multi-currency, multi-language CPQ setup with support for bundles, subscriptions, and discounts.
- Automated document generation for quotes, contracts, and invoices.
- Real-time integration with external accounting systems, European bank API, and VAT validation API.
- Connected contracts with service desk projects for usage tracking and client access control.
- Marketing automation setup in Pardot, including event registration with QR codes and email reminders.
United in a single Salesforce CRM setup
Business impact
From disconnected regional systems to one global sales and service platform
Our solutions
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
Lets work together
FAQ
Contact us in any convenient way
8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
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