Strategic Salesforce Assessment for a Hospitality and Wellness Group
Rise Technologies helped Terme Italia design a Salesforce-based transformation strategy — creating a centralized digital architecture to streamline business processes, unify customer management, and support long-term growth across multiple business lines.
The Challenge
Leading hospitality and wellness group operating across hotels, spas, and cosmetics, Terme Italia wanted to modernize its business processes while creating a unified digital ecosystem capable of supporting future expansion.
Customer information, commercial activities, and marketing initiatives were distributed across multiple systems and business units, limiting operational visibility and making it difficult to deliver a consistent customer experience across the organization. Leadership required a strategic platform that could centralize customer management, streamline business processes, and connect the group’s companies through a scalable integration architecture.
The objective was to establish a digital foundation capable of supporting B2B and B2C operations, strategic partnerships, and data-driven marketing within a single enterprise platform.
Our Approach
Rise Technologies conducted a comprehensive business and technology assessment, translating the organization’s strategic objectives into a Salesforce-based functional and technical architecture. The proposed solution positions Salesforce as the central platform for customer and commercial operations, while MuleSoft provides the integration layer connecting the group’s enterprise applications into a unified digital ecosystem.
- Designed a Salesforce functional and technical architecture to centralize customer and commercial processes across the organization
- Defined Sales Cloud as the core platform for consolidating information from multiple business systems and supporting B2B, B2C, and partnership activities
- Identified MuleSoft as the enterprise integration layer to orchestrate data exchange across the organization's application landscape
- Designed a Marketing Cloud framework to enable audience segmentation, personalized campaigns, and data-driven upselling and cross-selling initiatives
- Delivered a scalable digital blueprint supporting the organization's growth strategy and future evolution of its Salesforce ecosystem
