Success StoriesDriving regional transformation with a centralized Salesforce platform
SUCCESS STORY

Driving regional transformation with a centralized Salesforce platform

TECHNOLOGY

INDUSTRY

Education

REGION

Our consultancy-led approach focused on standardizing regional processes and improving the franchisee experience through a centralized digital portal.

A global education company operating across Brazil and Latin America partnered with K2 to support a regional transformation initiative. The organization sought to unify franchise operations, standardize processes, and build a scalable Salesforce foundation to improve efficiency, governance, and franchisee engagement.

Challenge

After years of fast growth through mergers and acquisitions, the organization faced rising complexity across Brazil and Latin America. Inconsistent processes, disconnected tools, and varied ways of working made it difficult to deliver a unified franchisee experience or operate efficiently at scale.

Leadership needed to centralize the franchisee model, improve onboarding efficiency, strengthen sales effectiveness, and enhance fiscal governance. At the same time, compliance with LGPD data privacy regulations became a business-critical priority. The organization sought a strategic partner to standardize operations and support long-term regional growth.

Solution

K2 partnered with the organization as a strategic Salesforce advisor within a broader transformation program. We guided CRM strategy, platform design, and delivery across Sales Cloud, Service Cloud, and Experience Cloud, ensuring alignment between technology and business goals.

Our consultancy-led approach focused on standardizing regional processes and improving the franchisee experience through a centralized digital portal. We advised on optimizing onboarding and sales workflows, embedding best practices to improve efficiency and accountability.

K2 continues to provide application management and enhancements, helping the platform evolve with the business. Integrations with SAP and a third-party logistics WMS improved cross-system visibility while supporting governance and LGPD compliance.

Result

  • Unified franchisee experience: A centralized portal created a consistent, streamlined touchpoint for franchisees across the region.

  • Faster onboarding: Standardized workflows reduced manual effort and improved productivity in the onboarding process.

  • Improved sales execution: Greater process consistency and visibility supported more effective sales management and decision-making.

  • Enhanced governance and compliance: Stronger financial controls and automated data privacy processes improved oversight and regulatory alignment.

  • Scalable foundation: An optimized Salesforce platform and ongoing advisory support position our client to scale and adapt across Latin America.

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