About Groupe Atlantic
Groupe Atlantic is a global leader in heating, ventilation, air conditioning, and hot water solutions. Following multiple UK acquisitions, the company sought to unify its operations across sales, marketing, service, and field service, while retaining the identity of its individual brands.
The Goal
To achieve a single, integrated cloud-based platform that could support scalable operations across multiple business units. This vision required Salesforce as the common technology backbone, supported by a change management approach that would guide teams through new ways of working.
The Challenge
Groupe Atlantic faced several complexities:
- Integration of multiple acquired businesses under one umbrella system.
- Alignment of diverse sales, marketing, and service processes while preserving brand individuality.
- Adoption of a new, cloud-based technology at scale, requiring organisation-wide change management.
- Delivery across multiple brands and locations with varied stakeholder needs.
The Solution
Groupe Atlantic partnered with Gauri to design and deliver an enterprise-wide Salesforce programme. Our approach included:
- Establishing collaborative working practices, guided by Gauri’s proven engagement and delivery model.
- Applying a multi-track Agile framework (Gauri Delivery Methodology) to balance speed, flexibility, and governance.
- Deploying the right expertise at the right time — solution architects, subject matter experts, and change leaders.
- Ensuring the client’s IT team gained knowledge transfer for long-term self-sufficiency.
Industry Impact
In the building services sector, scale and integration are critical for customer experience and operational efficiency. Gauri’s programme enabled Groupe Atlantic to:
- Integrate sales, marketing, and service processes into a single Salesforce-driven platform.
- Enhance field service operations by giving engineers and service agents a Customer 360 view, unlocking cross-sell and upsell opportunities.
- Drive consistent processes across multiple acquired businesses while maintaining brand differentiation.
- Reduce fragmentation and empower employees with a common, cloud-based way of working.
The Outcome
Groupe Atlantic successfully transitioned to its first cloud-based CRM programme, unifying its UK subsidiaries on a common platform. With greater operational agility, a holistic customer view, and scalable integration with SAP ERP, the company is positioned to deliver stronger customer experiences and future growth.
Gauri were able to quickly understand the remit of the project. They worked competently and effectively at every step of the journey to ensure that our timelines were met and our budget was respected. The Gauri team were happy to be flexible and helpful; even in areas that were not necessarily their responsibility.
With the initial phase delivered, stakeholder buy-in was enhanced as the project progressed. Would recommend without reservation. Their focus and can-do approach was a breath of fresh air.
Gauri is a solid partner. They have delivered throughout this journey, standing solidly with us through all the ups and downs that a project lifecycle typically goes through. Their deep end-to-end solution knowledge and technical know-how across Salesforce, SAP, and Talend, coupled with niche Field Service experience was invaluable. Their ethos and ability to adapt to changing project needs helped us to achieve this milestone jointly in a true partnership.
John Glanville, CIO UK Division, Groupe Atlantic