XCMG UK is the official regional arm of XCMG, one of the world’s largest and most respected construction machinery manufacturers. We bring world class equipment, cutting-edge innovation, and dedicated support to the UK and Ireland, serving industries including construction, infrastructure, utilities, and plant hire.

Business Requirements included:

• Having a streamlined and user friendly Sales process within Salesforce
• Migration of all data from spreadsheets and ERP
• Use of PDF Butler to generate documents
• Onboarding Training & Documentation for ongoing success

Ignyto worked with the following Salesforce Solutions for XCMG:

• Sales Cloud
• Slack
• PDF Butler

• Salesforce configured to be user friendly and simple to use for our daily sales usage
• All data extracted from previous CRM and loaded into the new Salesforce environment and assigned to relevant users & Business Sectors
• Creation of Templates to create documents within Salesforce
• Live training sessions as well as system process documentation provided

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Implementing Salesforce CRM has been a game-changer for our sales operations at XCMG UK. We needed a streamlined and user-friendly sales process, and Ignyto delivered exactly that. Our team successfully migrated all historical data from spreadsheets, ERP systems, and our previous CRM into the new Salesforce environment—ensuring a seamless transition without data loss.

The system was tailored to meet our specific business needs, with intuitive configuration that made daily sales tasks easier and more efficient for our team. Leveraging PDF Butler, we were also able to create professional, on-brand document templates directly within Salesforce, saving time and improving consistency.

In addition to the technical setup, we received comprehensive onboarding support, including live training sessions and detailed documentation, which empowered our team to get up to speed quickly and continue working efficiently post-implementation.

Thanks to Ignyto, we now have a scalable, reliable CRM platform that supports our ongoing growth and success.