HomeCase StudyStreamlining Operations with Salesforce at Meccanica Middle East

Streamlining Operations with Salesforce at Meccanica Middle East

Case Study

Streamlining Operations with Salesforce at Meccanica Middle East

Elevating CRM and Sales Processes to Drive Efficiency and Growth in the Mechanical Engineering Sector


Dubai, UAE

Company Size

25 employees




Based in the Middle East, Meccaninca is a premier supplier in the mechanical engineering sector, specializing in high-quality parts for heavy equipment. Primarily focused on B2B transactions, it serves a diverse clientele of small to large companies across construction, manufacturing, and logistics. Meccaninca’s expertise in meeting specific industry needs makes it a pivotal player in the mechanical component market.

The Challenge

The company’s lean structure and informal processes posed significant challenges, including a scarcity of Standard Operating Procedures (SOPs), limited CRM (Customer Relationship Management) awareness within the team, and a complex sales process involving customers, multiple suppliers, middlemen, financial actors, and internal team members. These factors collectively complicated project execution, highlighting the need for streamlined operations and enhanced team training.

Ready to Elevate Your Business?


Our solution to the project followed a traditional approach, starting on a smaller scale to manage complexities effectively. We leveraged Salesforce’s robust framework, utilizing its standard processes as templates to minimize customizations. This approach allowed us to adapt more fluidly to Salesforce’s capabilities, ensuring a smoother integration.

Technologies Used

  • Salesforce Sales Cloud was the primary technology deployed, chosen for its comprehensive features that cater to sales automation and customer relationship management.

Delivery Highlights

  • Streamlined the system for increased efficiency and a cleaner interface.
  • Emphasized training for personnel and management to fully leverage Salesforce.
  • Introduced a six-month mentoring program for skill acquisition and digital transformation readiness, focusing on system familiarity and adaptability.

The Results

The project yielded impressive outcomes within a year. The company and its team successfully integrated Salesforce’s standard functionalities into their customer acquisition and existing sales model. Management now relies heavily on Salesforce’s reporting features for strategic decision-making, eliminating the need for employees to manually generate weekly reports.

These actions are automatically reflected in the Salesforce dashboard, providing real-time insights. Additionally, a strategic plan has been developed for every client, focusing on enhancing sales, maintaining high customer retention rates, and facilitating upselling. This comprehensive approach not only streamlined operations but also positioned the company for sustained growth and customer satisfaction.