Fluidone and Trigg Digital Accelerate Revenue Growth with a Single Source of Customer Truth
June 1st, 2022 Posted by Chee Ho Wan Mid-Market, Sales Automation 0 thoughts on “Fluidone and Trigg Digital Accelerate Revenue Growth with a Single Source of Customer Truth”CASE STUDY
Unifying sales and marketing with a single source of customer truth to accelerate revenue growth
FluidOne partnered with Trigg Digital to design and deliver a modern Salesforce CRM that unified sales and marketing, improved visibility across the customer lifecycle, and created a scalable platform for growth.
Communications Mid-Market
The Challenge
Fragmented Systems · Siloed Data · Missed Opportunities
FluidOne had invested in a bespoke CRM, but it had become a constraint rather than an enabler. Customer data was fragmented, insight was siloed, and sales and marketing teams lacked a shared view of the customer journey.
As a result, teams were spending time managing systems instead of driving revenue — with limited visibility from first interaction through to closed-won and beyond.
Key challenges included:
- Limited end-to-end customer visibility due to legacy, disconnected sales systems
- Siloed sales and marketing operations, preventing coordinated execution
- Manual lead capture and handling, with web activity not flowing into CRM automatically
- Inconsistent sales processes, impacting forecast accuracy and activity management
- Restricted pipeline insight, making it difficult to prioritise the right opportunities
- Data quality issues, reducing confidence in reporting and decision-making
Our Approach
Trigg Digital partnered with FluidOne to design and deliver a modern CRM foundation that unified sales and marketing, improved data quality, and enabled smarter revenue execution from acquisition through to retention.
Rather than a point solution, the focus was on building a scalable platform that supported day-to-day execution while enabling future growth.
Our approach included:
- Establishing Salesforce Sales Cloud as a single system of record for customer and pipeline visibility
- Simplifying and standardising sales processes to improve pipeline management and forecasting
- Connecting digital touchpoints (web, email, call activity) to create an end-to-end customer view
- Introducing attribution and insight models with to optimise marketing spend and conversion
- Enabling automated upsell and cross-sell identification through white-space and next-best-action frameworks
- Improving data quality and governance through cleansing, deduplication, and process controls
- Embedding proven sales qualification methodologies to drive consistency and deal quality
- Supporting ongoing optimisation via managed services to sustain adoption and performance
This approach gave FluidOne a unified, insight-driven revenue platform — supporting both immediate performance gains and long-term scalability.
In Their Words
“Trigg Digital have great expertise in Salesforce combined with strong client engagement. They worked closely with us to form strategy and requirements, and the implementation was fast, flexible and focused. I couldn’t recommend them enough, a real breath of fresh air.”
Russell Horton, Chief Executive Officer, Fluidone
The Results
Faster time to value
First sales team onboarded to Agentforce Sales in under 3 months.
Stronger adoption and execution
User and process adoption increased by 30%, improving sales productivity.
More effective revenue decisions
Improved data quality delivered a 10% uplift in campaign effectiveness and forecasting accuracy.
Lower cost, higher responsiveness
Automation reduced operating costs and enabled lead responses in under 30 minutes.
