Introduction

Founded in 2018, ESG Book is a global leader in sustainability data and technology. The company enables financial institutions and corporates to access, manage, and disclose ESG (Environmental, Social, and Governance) data efficiently through its cloud-based platform.

Serving more than 50,000 companies globally, ESG Book offers ESG raw data, company-level and portfolio-level scores, analytics capabilities, and a SaaS-based data management and disclosure platform.

As the organization continued to grow, ESG Book required a scalable, integrated, and efficient CRM ecosystem to streamline operations and improve business visibility.

CloudCentric partnered with ESG Book to implement Salesforce Sales Cloud and create a centralized platform that automated processes, improved reporting, and connected multiple business systems.

Industry

Industry: Sustainability Data & Technology (ESG Solutions)

Products & Services Implemented:

• Salesforce Sales Cloud
• Integrations with ZoomInfo, MixPanel, Microsoft Teams & JIRA

Challenges

Before implementation, ESG Book faced several operational and system challenges that impacted productivity and business decision-making.

• Unreliable Data

Persistent bugs in ARR calculations and revenue line items resulted in inaccurate financial tracking and reduced confidence in business reporting.

• Manual Processes

Several critical operations were managed manually, including:

• No lead scoring mechanism
• No order management process
• Manual invoicing
• Email-based quotations without standardized formats

• Reporting Issues

System discrepancies and reporting limitations created challenges in generating reliable business insights and hindered data-driven decisions.

• Lack of Integrations

The absence of connectivity between tools such as ZoomInfo, Jira, MixPanel, and Microsoft Teams created fragmented data management across departments.

• High Maintenance Cost

The existing CRM environment resulted in a higher total cost of ownership and ongoing maintenance overhead.

How CloudCentric Helped

CloudCentric implemented Salesforce Sales Cloud and transformed ESG Book’s manual and disconnected processes into an integrated digital ecosystem.

The solution included:

• Automation of sales and operational workflows
• Development of customized reports and dashboards for management and users
• Centralized business visibility through a single Salesforce login
• Integration with multiple business applications to consolidate data insights
• Improved reporting structure to provide visibility into overall business health
• Support for strategic and timely decision-making
• Reduction in CRM maintenance and operational costs compared to the previous CRM environment

Through Salesforce integrations, ESG Book gained access to information from multiple systems without switching between applications, improving efficiency and simplifying day-to-day operations.

Results & Benefits

After implementation, ESG Book achieved the following outcomes:

• Automated sales processes through Salesforce Sales Cloud
• Significant reduction in manual tasks and operational effort
• Stable and bug-free application experience
• Single-login access to business data across integrated applications
• Structured reporting and dashboards for accurate and timely decision-making
• Reduced CRM maintenance and overall operational costs

Conclusion

CloudCentric helped ESG Book modernize its sales operations and reporting infrastructure through Salesforce Sales Cloud and enterprise integrations.

By replacing manual processes with automation and creating a unified business environment, ESG Book improved operational efficiency, enhanced reporting capabilities, and established a scalable foundation to support continued business growth.