Case Study
Solving Salesforce Silos for AvidXchange
AvidXchange was running multiple Salesforce instances with inconsistent customer data and reporting. M&S Consulting consolidated the core environments, integrated the remaining instance, and created a clearer path from sales through billing.
2 min read
3
Salesforce instances assessed
2
Core environments consolidated
CPQ
Quote-to-cash streamlined
360
Customer visibility improved
Client
AvidXchange
Engagement
Salesforce Consolidation, Integration & Revenue Operations
Technologies
Salesforce, CPQ, ServiceNow, NetSuite
01THE CHALLENGE
Multiple Salesforce instances were creating inconsistent data and slow executive reporting.
AvidXchange, a FinTech company focused on accounts payable automation, was using multiple Salesforce instances to support leads, contacts, sales processes, service operations, and related business functions. The systems served the same customer base, but each instance tracked data differently.
A customer might appear under one name in one instance and a slightly different name in another. Reporting required staff to move between systems, reconcile spreadsheets, and manually assemble a picture of what was happening with a client. The process was slow, inconsistent, and frustrating for teams that needed reliable visibility.
After several vendors failed to solve the issue, AvidXchange needed a Salesforce partner that could consolidate where it made sense, preserve necessary business differences, and create a cleaner path for future transformation.
02THE SOLUTION
A strategic Salesforce consolidation that simplified the landscape without forcing every process into one mold.
M&S Consulting assessed all three Salesforce environments and determined that two should be consolidated into a shared operating model. The third instance had a distinct structure and business purpose, so it remained independent while being integrated with the consolidated environment.
The work also supported core revenue and service processes, including marketing automation, sales enablement, pipeline management, lead-to-quote, quote-to-order, order-to-billing, Salesforce CPQ, case management, contact center integration, and downstream finance integration.
Data alignment
Customer and account structures were standardized so teams could work from clearer, more reliable data.
Revenue operations
Salesforce CPQ, contract automation, billing integration, and quote-to-cash processes were streamlined.
Connected service
Case management and contact center integrations improved support workflows and activity visibility.
03THE RESULTS
A clearer Salesforce environment and a stronger digital transformation foundation.
AvidXchange moved from a confusing Salesforce landscape to a clearer operating model that gave teams and executives a more complete view of client data. Reports became more consistent, accurate, and current because staff no longer needed to manually reconcile disconnected records.
M&S also supported related digital transformation efforts, including Blue Prism automation for payment specialists, Salesforce Billing integration with NetSuite, and continuity across new systems as AvidXchange expanded.
3
Instances rationalized
Three Salesforce instances were assessed, with two consolidated and the third integrated where its unique structure needed to remain.
Clear
Customer reporting
Teams gained more consistent, comprehensive client visibility without manual report assembly across systems.
CPQ
Quote-to-cash
Salesforce CPQ, contract automation, and billing integration improved the path from quote to revenue.
RPA
Payment automation
Blue Prism automation reduced manual workload for payment specialists as part of the broader transformation.
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