How CRM Modernization Unlocked Long-Term Value for an Enterprise Client
Advoda Technology Advisors
December 25th, 2025
Case Study Summary
A rapidly scaling enterprise found itself constrained by an increasingly inflexible Salesforce environment burdened by heavy customizations, rising costs, and slow development cycles. The organization partnered with Advoda to run a competitive RFP focused on usability, adaptability, and total cost of ownership. Creatio emerged as the clear choice due to its low-code/no-code architecture, strong native CRM capabilities, and substantially lower ongoing operating expenses. One year after deployment, the client reports significantly reduced costs, faster iteration across business units, and greater control over process innovation—all while maintaining governance and system integrity. This partnership demonstrates how the right platform shift can quickly convert operational bottlenecks into strategic advantages.
The Challenge: A Powerful Platform Had Become a Constraint
A rapidly expanding enterprise approached Advoda with a familiar crossroads. Their Salesforce instance—once a reliable backbone of progress and efficiency—had become bogged down by years of layered customizations, specialized development work, and rising subscription costs. What began as a strategic platform had evolved into a complex, expensive environment that hampered progress rather than enabling it. Even simple updates required lengthy development cycles, and business teams were increasingly constrained by a system they could no longer manage efficiently.
They needed a path forward that preserved the CRM’s powerful capabilities while restoring flexibility, cost efficiency, and control. As the organization scaled, their CRM needed to keep pace. Instead, the accumulated technical debt created several pressures:
- Rigid workflows made rapid operational changes difficult.
- Customizations required specialized developers, inflating operating costs.
- Licensing fees and integration expenses continued to rise annually.
- Business teams lacked autonomy, relying heavily on IT for updates or enhancements.
The internal teams weren’t seeking a complete teardown—they simply wanted the freedom to work efficiently without losing valuable time to technical debt and complexity.
The Solution: A Competitive RFP Focused on Agility and Cost Efficiency
Advoda launched a structured RFP centered on business outcomes, usability, and long-term value. The evaluation spanned leading CRM and workflow automation platforms, with criteria built around:
- Configurability without heavy coding
- Ease of user adoption
- Scalability for a growing enterprise
- Integration breadth
- Total cost of ownership over multiple years
One platform consistently rose above the others: Creatio. Its low-code/no-code architecture empowered both technical and non-technical teams to build and modify workflows independently, without waiting in a development queue. Creatio offered robust CRM capabilities, native automation tools, and deep extensibility—delivering comparable sophistication to enterprise CRM suites at a materially lower cost. This blend of capability and flexibility made it the clear match for the client’s goals.
The Results: A More Adaptable Organization
One year into the transition, the impact is evident across departments:
- Operational costs have dropped due to reduced licensing spend and fewer specialized development requirements.
- Teams now manage their own workflows, enabling updates in hours instead of weeks.
- Innovation cycles have accelerated, with business units designing and optimizing processes on their own.
- Governance and security remain intact, supported by platform-wide controls and oversight tools.
The Director of Business Operations summarized the shift: “We gained the flexibility, control, and visibility we needed, and now we’re spending less to do more.”
A Technology Roadmap Built on Adaptability
This project underscores a broader trend: when platforms become too rigid, they start to restrict enterprise growth. Reassessing the technology stack isn’t about abandoning legacy investments—it’s about ensuring those investments still support the organization’s goals. Advoda successfully guided this client toward a platform that delivered:
- Faster iteration across teams
- Lower cost of ownership
- Greater self-sufficiency
- A modernized foundation for continued expansion
Whether organizations modernize their existing ecosystem or adopt a more adaptive platform, the goal remains the same: align technology with measurable business outcomes.
Move Your CRM Strategy Forward with Advoda
If your CRM platform has become a barrier instead of a growth catalyst, now is the time to reassess your options. Advoda guides organizations through objective, outcome-driven evaluations that cut through complexity and reveal the platforms that truly fit their needs. Whether you’re seeking lower total cost of ownership, faster iteration, or greater autonomy for your business teams, we help you chart a clear, confident path forward. Explore how a more flexible CRM strategy can unlock real value for your organization. Discover what’s possible for your business >>
