PROBLEM
Fonoa is a global tax automation and compliance platform that enables digital businesses to handle indirect tax determination, invoicing, tax ID validation, and local compliance at scale. Operating in a highly complex and fast‑moving regulatory environment, Fonoa needed a CRM platform capable of supporting structured sales operations, automation, and accurate forecasting.
As the business grew, limitations in its existing CRM setup began to restrict efficiency, visibility, and scalability.
Key challenges included:
- Lack of structured sales processes
Sales operations were evolving rapidly, but teams lacked a clear, standardised sales process that could scale with the business. - Disparate data sources and silos
Customer information was gathered from multiple platforms, requiring manual effort to reconcile data and reducing confidence in accuracy. - Undefined ways of working
Without consistent processes, teams spent time on administrative tasks rather than focusing on activities that directly drove revenue. - Complex data migration requirements
Fonoa operated across multiple pre‑Salesforce systems, requiring expert guidance to migrate data safely and avoid errors or data loss. - Limited automation across day‑to‑day tasks
Manual BAU activities slowed velocity and prevented teams from working as efficiently as possible.
Fonoa needed a scalable CRM that could automate sales operations, unify data, and establish Salesforce as the single source of truth.
SOLUTION
Cooper Parry Digital implemented Salesforce Sales Cloud and supporting integrations to create a structured, automated, and insight‑driven sales platform tailored to Fonoa’s needs.
The solution included:
- Salesforce Sales Cloud implementation
Sales Cloud provided a strong foundation for optimised sales execution, enabling teams to focus on selling rather than administration. - Defined and scalable sales processes
Standardised ways of working were introduced, ensuring consistency across teams and supporting long‑term growth. - 360° customer visibility
Salesforce connected sales activity, customer interactions, and engagement data into a single view, improving service and decision‑making. - Third‑party platform integrations
Integrations with tools such as DocuSign and ZoomInfo enabled Salesforce to become the central hub for all customer and engagement data. - Single source of truth for customer records
All relevant data now flows into Salesforce, creating a unified customer record across marketing, sales, and onboarding activities. - Improved onboarding workflows
A custom onboarding object within Salesforce ensures full visibility of the customer journey while accelerating onboarding timelines. - Reporting and insight
Dashboards and metrics provide faster access to actionable insight, enabling teams to continuously optimise performance.
VALUE ADDED
The Salesforce solution delivered by Cooper Parry Digital enabled Fonoa to scale sales operations confidently while maintaining clarity, efficiency, and control.
Key outcomes included:
- A unified, scalable sales platform
Salesforce now supports consistent execution across teams, reducing reliance on ad‑hoc processes. - Improved sales efficiency
Automation and standardisation reduced time spent on admin, allowing teams to focus on revenue‑driving activities. - A true single source of truth
Integrated customer, sales, and marketing data delivers a reliable 360° customer view. - Faster customer onboarding
Improved visibility and automated workflows shortened onboarding cycles. - Stronger forecasting and insight
Centralised data and dashboards enable more accurate forecasting and decision‑making. - Future‑ready CRM foundation
The solution is designed to evolve alongside Fonoa’s continued growth and expanding global customer base.
