New Salesforce System: Implemented a new lead-to-cash integrated system for an existing, established company


Dupont Circle Solutions (DCS) collaborated with a 30+ year established organization with over ten figures in revenue. Following their acquisition by a private equity fund, the organization decided to implement new systems to support their next phase of growth. The organization recently migrated to a new ERP and identified the need for a scalable lead-to-cash solution. DCS was engaged to design and implement this new system in phases to ensure minimal disruption to the organizations.


  • Discovery & Design: Conducted a thorough review of the existing systems landscape and gathered an extensive understanding of the company‘s cross-functional system needs. Based on the findings, DCS recommended a phase approach roll-out of the following systems: Salesforce, CPQ, Hubspot, and Service Cloud. An integration plan with the existing ERP was also designed, utilizing an Integration Platform as a Service (IPaaS) system.
  • Data Migration & Transformation: Mapped the organization’s data and the integration of their complex parent-child relationships from their legacy system to the new integrated system.
  • Reporting: Set up dashboards and reporting for the new integrated system to support scaling business operations.
  • Training & Support Documentation: Established training protocols and support through the various integration phases, as well as provided support post launch to ensure ease of use and seamless integration.


  1. Implemented an entirely new lead-to-cash Salesforce infrastructure to support the next phase of growth.
  2. New system seamlessly integrated with other company-wide systems to allow for enhanced operations.
  3. New data mapping led to improved revenue operations, including reporting, forecasting, and revenue generation.