Customer Experience

Unifying real-time customer data for Orgill

Orgill, the world's largest hardlines distributor, needed a single, real-time source of truth to connect departments and empower its field sales team. TELUS Digital implemented Salesforce Sales Cloud and Service Cloud, integrated with Orgill's enterprise resource planning (ERP), to close that gap.

Real-time Customer Data For A Hardlines Distributor - Mobile Background

  • 1

    The challenge

    Orgill's legacy system kept departments siloed and left field sales reps without a way to update customer information remotely, resulting in outdated data, poor cross-team visibility and a system that couldn't scale with the business.

  • 2

    The TELUS Digital solution

    TELUS Digital implemented Salesforce Service Cloud and Sales Cloud, integrated Orgill's ERP with Salesforce, added Salesforce Inbox and Mobile for field reps, and layered in Live Agent to strengthen customer service.

  • 3

    The results

    Orgill can now capture, organize and access client data in real time from a single platform, update client records remotely and collaborate seamlessly across departments with data everyone can trust.

Key takeaways

  • Salesforce Service Cloud is a customer service platform that centralizes case management, customer data and communication channels. For distributors like Orgill, it gives teams a single, real-time view of customer information instead of relying on outdated or siloed records.
  • A legacy system that restricted departmental access was replaced with a single Salesforce platform for real-time visibility.
  • Field sales reps gained mobile tools to update client information remotely, replacing delayed, manual data entry.
  • ERP integration with Salesforce gave teams direct access to accurate, up-to-date customer data without switching systems.
  • Live Agent strengthened customer service capabilities alongside the new sales tools.
  • The new platform positioned Orgill to scale its systems in step with its ongoing growth plans.

The challenge

Orgill is the world's largest independent hardlines distributor and a globally recognized leader in the hardware sector. As the business grew, its systems couldn't keep pace. Employees across departments couldn't freely access Orgill's legacy system, and salespeople in the field had no way to upload information or requests remotely, so they entered data manually, often after the fact. That frequently left the information in the existing system incomplete or outdated, which made interdepartmental collaboration difficult and slowed decision-making across the business.

The existing system also couldn't scale, putting Orgill's growth plans at risk. Orgill needed to bridge its departmental silos, give its sales team remote access to accurate customer information and build a foundation that could sustain continued growth.

The TELUS Digital solution

TELUS Digital implemented Salesforce Service Cloud and Sales Cloud to give Orgill's team a single, real-time source of truth. The engagement also included:

  • Integrating Orgill's enterprise resource planning (ERP) with Salesforce
  • Adding Salesforce Inbox and Mobile to support sales reps working in the field
  • Leveraging Live Agent to strengthen customer service capabilities

The results

By the end of the engagement, Orgill had moved from a siloed, outdated system to a connected, real-time platform that supports its teams and its growth.

Field reps now update client information directly from wherever they're working instead of re-entering it after the fact. The platform is also built to scale, giving Orgill room to grow without outpacing its systems.

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