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Case studies/XCMG
XCMG logo
Construction · Sales Cloud, Slack, PDF Butler

XCMG: Salesforce delivered by Ignyto.

Ignyto implemented Sales Cloud, Slack and PDF Butler for XCMG, a construction business.

Region
UK & Ireland
Industry
Construction
Company size
51-200 employees

Looking for a Salesforce partner? Ignyto is a Salesforce Summit partner with 115 Salesforce certifications and more than 1,000 projects delivered, working with construction organisations from London, Manchester and Dublin. See what we implement or read all 80 case studies.

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01 — About the customer

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.

02 — What Ignyto built
  • 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
Products implemented
Sales Cloud →Slack →
PDF Butler
03 — What changed

Creation of Templates to create documents within Salesforce.

01

Salesforce configured to be user friendly and simple to use for our daily sales usage

02

All data extracted from previous CRM and loaded into the new Salesforce environment and assigned to relevant users & Business Sectors

03

Creation of Templates to create documents within Salesforce

XCMG logo

“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.”

XCMG · Construction
04 — Integration

Integration, where the systems need it.

Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.

How we approach integration →
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