Case studies

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Client Challenge

The client was undergoing a new Salesforce implementation but faced a significant hurdle: achieving 100% user adoption. The sales team struggled to embrace the new system, putting the success of the entire implementation at risk.

Our Solution

To ensure total usage across the organization, we took the following steps:

Executive Leadership Commitment – We developed a strategic communication plan, leveraging top-down mandates and specific data entry and communication guidelines. Other channels were limited to avoid confusion.

Understanding Barriers to Success – We met with key stakeholders to identify barriers to adoption and system bottlenecks.

Addressing Sales Team Pain Points – We alleviated the sales team's biggest frustration by integrating DocuSign into the contract process, ensuring seamless document management across multiple teams (sales, fulfillment, manufacturing, etc.). By identifying this crucial component to salesperson success, we reduced manual effort and secured sales team buy-in and participation in the upgraded data entry effort.

By directing communication across the organization and addressing key stakeholder concerns, we achieved 100% user adoption, ensuring Salesforce became an integral part of the client's daily operations.

Ready to improve your Salesforce adoption? Let’s create a plan tailored to your team’s needs.

"This is the best Salesforce Implementation I've ever seen." 

- Martin Petricionne, Sales Director 

Client Challenge

Sales representatives struggled with a cumbersome Salesforce documentation process, leading to lost time and frustration. Instead of focusing on closing deals, they were bogged down by system inefficiencies that reduced their productivity.

Our Solution

To eliminate these roadblocks to Salesforce adoption, we implemented CPQ Light — a streamlined solution designed to simplify sales documentation. 

To meet the customer’s needs within budget, we built this custom lightweight CPQ solution that replicated key functionality without requiring a full CPQ package. We gathered detailed product and service information, created customized quote templates, and implemented validations and approval workflows to streamline and automate the quoting process. This approach delivered significant cost savings while supporting a faster, more accurate sales cycle. 

By optimizing their Salesforce workflow, we helped the client reduce administrative burdens, improve efficiency, and empower their sales team to focus on what they do best—selling.

Need a smarter, faster Salesforce experience? Let’s talk...

"I have chills. This is coming together so nicely." 

- Orlando Martinez, Software Business Director

Client Challenge

Our client introduced a new product that required a custom sales process to support it. This shift meant their existing Salesforce setup needed reconfiguration to align with the updated procedures.

Our Solution

To ensure a seamless transition, we took a strategic approach:

In-Depth Analysis – We first gained a deep understanding of the new sales process to identify key requirements and milestones.

Salesforce Optimization – We assessed the original Salesforce objects for fit. We then implemented a new record type, along with customized fields and page layouts tailored to the updated process.

Seamless Data Synchronization – To maintain data integrity, we ensured key fields synchronized across multiple objects, allowing real-time updates to flow throughout the system. This critical step required bidirectional syncing to achieve the client’s goals.

We optimized their Salesforce setup, enabling a scalable sales process for their new product launch.

Need to optimize Salesforce for your evolving business? Let’s talk.

"Everybody loves you." 

- David Gerulski, SVP Sales and Marketing 

Client Challenge

The Executive Team faced challenges in making timely and accurate decisions due to a lack of comprehensive, real-time sales data. This data gap made it difficult to get a clear picture of performance and respond effectively to market changes; furthermore, the inability to plan led to missed forecasting opportunities, directly affecting their ROI.

Our Solution

We focused on driving user adoption to ensure data was consistently entered, complete, and accurate. From there, we developed world-class sales dashboards tailored to key stakeholders:

Executive KPIs – Global, high-level dashboards for the management team to monitor key metrics in real time.

Salesperson Dashboards – Personalized dashboards to help sales reps track individual performance and identify growth opportunities.

Marketing Dashboards – Custom reports designed for the marketing team to optimize campaigns based on up-to-date sales data.

With complete, accurate data at their fingertips, the client’s leadership team could now make faster, more informed decisions, driving business growth.

Need better-informed decision-making? Let’s optimize your Salesforce setup.