Unifying Sales, Marketing, Service and Revenue Operations: How Verilocation Transformed Its Salesforce Platform
About Verilocation Transport Ltd
Verilocation Transport provides intelligent fleet-management and telematics technology for logistics, courier, and cold-chain operators across the UK. Trusted by large operators like Turners LTD, their scalable platform consolidates live location tracking, AI-enabled cameras, and compliance automation into a single dashboard
Verilocation needed a Salesforce platform that could support its sales, service, revenue, marketing and customer experience teams in one connected environment.
Location: Northampton, UK
Employees: 200+
Industry: Logistics &Tech
Solutions: Sales Cloud, Service Cloud, Revenue Cloud Advanced, Marketing Cloud Account Engagement, Experience Cloud
Go Live: June 2026
THEIR CHALLENGES
- Following a business carve-out, Verilocation needed to separate its existing Salesforce environment and establish a new Salesforce platform within a tight timeframe.
- The business had to maintain continuity throughout the transition while preserving critical customer, sales, marketing and service data.
- Existing processes were spread across multiple systems, limiting visibility, reporting and collaboration.
- Verilocation required a scalable platform that could support future growth while improving customer experience and operational efficiency.
OUR SOLUTIONS
Single source of truth
- Implemented Salesforce Sales Cloud to create a centralised platform for sales activity, forecasting and account management.
- Improved visibility across the sales pipeline and strengthened reporting capabilities.
Data-driven Marketing
- Introduced Marketing Cloud Account Engagement, enabling audience segmentation, engagement tracking and automated marketing communications.
- Equipped the marketing team with the tools to make more informed, data-led decisions.
Quoting & pricing control
- Implemented Revenue Cloud Advanced to support accurate quote generation across software and services.
- Enhanced pricing governance and streamlined the quote-to-cash process.
Integrated support
- Brought support operations into Salesforce Service Cloud, creating a connected system across sales, service and customer-facing teams.
- Improved case management, SLA monitoring and service visibility.
KEY BENEFITS
- Successfully delivered the migration and transformation programme with no disruption to business operations, enabling Verilocation to separate from its previous Salesforce environment while maintaining continuity.
- Established a robust multi-cloud Salesforce ecosystem, bringing together Sales Cloud, Service Cloud, Revenue Cloud Advanced, Marketing Cloud Account Engagement and Experience Cloud on a single platform.
- Improved sales reporting, forecasting accuracy and account visibility through a unified source of customer and commercial data.
- Enhanced service management with greater visibility of customer cases, improved SLA tracking and more consistent processes.
- Enabled data-driven marketing, allowing the business to better target, engage and nurture prospects and customers.
- Strengthened pricing controls and quoting accuracy, helping teams work more efficiently and consistently.
- Delivered a modern customer portal that enhanced the overall customer experience and added greater value to Verilocation’s service offering.
- Created a scalable foundation for future growth, innovation and continuous improvement across the business.
How could we help you?
If you’re navigating a Salesforce carve-out, legacy system migration or wider digital transformation programme, our team can help you turn complexity into opportunity.
At CP Digital, we combine deep Salesforce expertise with a practical, business-first approach to deliver platforms that don’t just replicate existing processes, but improve them. Whether you need to unify data, streamline sales and service operations, enhance customer experiences or build a scalable foundation for growth, we’ll work alongside you to design and deliver the right solution. We’ll help you unlock more value from Salesforce and create systems that are ready for what’s next.
CLIENT TESTIMONIAL
“By bringing sales, marketing, quoting and support onto a single Salesforce platform, we’ve established one source of truth across the business. Our teams now work from shared, reliable data – whether it’s forecasting, customer engagement, or service delivery.
Cooper Parry helped us design and deliver a connected, scalable solution that aligned to how we actually work, not just how the system is structured.”Matt Preston, Head of Operations
