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Kinectrics powers up with Salesforce 

For streamlined sales and data-driven decisions 
Kinectrics


At a glance

Kinectrics partnered with Atos for a seamless transition to Salesforce, implementing Sales Cloud, Pardot, and Einstein Analytics to significantly improve user adoption and data-driven decisions.


Outcomes

  • Improved lead generation and opportunity management
  • Improved forecasting using Einstein Analytics
  • Less reliance on manual processes and improved collaboration

Overall excellent experience implementing Pardot, Sales Cloud and Analytics studio.

Jarrod Shugg
Director, Strategic Marketing
Kinectrics

Client Challenge

Based in Toronto, Canada, Kinectrics offers integrated life cycle management services, including testing, inspection, certification, and engineering consulting for global electric power generation, transmission, and distribution. Their focus is ensuring the smooth execution of electric power construction and refurbishment projects.

The Kinectrics team had initially introduced Microsoft Dynamics as their CRM and sales platform, but staff adoption was limited. This presented an opportunity to explore new ways to enhance efficiency and maximize the value of their digital tools.

Solution

Kinectrics partnered with Atos to facilitate their Salesforce transformation and Atos stepped up with deep domain expertise and a consultative approach to solutioning. Atos structured the solution into three phases:

Phase 1 – Salesforce Sales Cloud Implementation

Data was migrated from Microsoft Dynamics, while Salesforce was configured to meet the specific requirements of Kinectrics, including an opportunity approval process to ensure compliance with internal standards.

Phase 2 – Pardot Integration

The Pardot platform enhanced marketing outreach, incorporating web forms to capture inbound inquiries and linking leads from LinkedIn through Zapier.

Phase 3 – Einstein Analytics

Atos deployed Einstein Analytics, creating complex datasets and an interactive forecasting dashboard to support data-driven decision-making.

Business Benefits

Since the switch to Salesforce, Kinectrics’ user adoption rate has increased significantly. Their sales team can easily create and advance opportunities without unnecessary internal communication, and their marketing team can generate and engage more leads. Most importantly, the Einstein Analytics dashboard enabled Kinectrics’ management team to view and filter financial forecasts, all in one place.

Why Atos

With a global team of 1,200 experts, Atos is uniquely poised to accelerate your Salesforce digital transformation. We are building an ecosystem of future-fit solutions with future-ready technology, combining industry-leading innovation, AI, and technical excellence to deliver solutions at speed and scale.

Fast track your business transformation goals today. Learn more about how Atos is leveraging Salesforce for this: Atos and Salesforce.