How Boyacá Built a Unified Customer Strategy to Drive Operational Efficiency

Boyacá, a leading company in transport and logistics, partnered with redk to redefine its commercial and customer management model, consolidating a single source of information, eliminating data silos and aligning all teams around a shared vision that drives operational efficiency.

Objectives

To accelerate its digital transformation and optimise commercial operations, Boyacá needed a solution that would centralise customer information, improve operational efficiency, and strengthen the customer experience.

Centralise customer information

Create a single customer record within Salesforce as the master system, integrating customer data with operational systems through the company’s proprietary integration model to ensure consistency and traceability.

Optimise commercial management

Improve sales follow-up and opportunity management through centralised data, efficient segmentation, and aligned processes across the Press Distribution and Transport teams, ensuring consistency and efficiency throughout the operation.

Automate communication strategies

Configure and automate marketing and communication activities using centralised customer and lead data, strengthening customer loyalty within Press and Publications while supporting new customer acquisition in the Transport business.

Strengthen customer service

As the next phase of its transformation roadmap, Boyacá plans to optimise customer service processes to deliver a more agile, personalised experience tailored to customer needs.

Challenges & Solutions

To optimise processes, improve integration, and unify operations across the business, Boyacá carried out a detailed assessment of its Salesforce environment. Together with redk, this analysis helped identify key challenges and define scalable solutions to centralise information and improve commercial efficiency.

Challenge
Solution
Desafio
  • Customer information was fragmented across multiple systems and formats, including operational systems, spreadsheets and emails, making it difficult to achieve a complete customer view.
  • Manual processes, repetitive tasks, and disconnected systems were impacting productivity and the employee experience.
  • The organisation lacked a digital platform capable of streamlining commercial operations and facilitating information flow between teams.
Solución
  • Created a single customer record in Salesforce Sales Cloud (now Agentforce Sales) and developed integrations with the company’s operational systems, ensuring synchronisation and centralised customer information.
  • Automated commercial workflows and digitised key processes, reducing manual effort and improving internal efficiency.
  • Implemented dashboards, reporting capabilities, and shared visibility within Salesforce to improve collaboration and provide a unified approach to commercial management.

Key Results

The collaboration between Boyacá and redk enabled the company to reposition Salesforce as its corporate CRM, creating a unified approach to customer management and improving the customer experience across all business areas.

Customer and lead data are now managed through Salesforce Sales Cloud (now Agentforce Sales), integrated with operational systems through Boyacá Conector. This has eliminated information silos and improved strategic decision-making.

As a result, Boyacá has strengthened operational efficiency, accelerated process digitisation, and established a scalable platform to support sustainable growth.

Improved employee productivity

By centralising information and reducing manual tasks, teams can work more efficiently and focus on higher-value activities.

Faster process automation

The implementation of workflows and integration with the company’s systems have accelerated process automation and improved operational efficiency across the organisation.

Increased sales productivity

Process automation, centralised opportunity management, and access to key information have enabled sales teams to operate more effectively and efficiently.

Industry
Manufacturing and distribution
"Praesent commodo cursus magna, vel scelerisque nisl consectetur et. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. Etiam porta sem malesuada magna mollis euismod."
Name Surname
Position, Company name
The relaunch of Salesforce in Boyacá has been a very positive experience. It helped us rethink their CRM strategy from scratch and design a scalable proposal aligned with their needs, comprehensively deploying all our capabilities: consulting, commercial, management, technical integration, marketing, and customer service. Along the way, we have built a solid and trusting relationship that has allowed us to evolve together.
Beatriz Reviejo
Project Lead at redk