Custom CRM that streamlined workflows and fueled growth.

Case Study

Challenge

A fast-growing marketing company was struggling with pipeline visibility, manual data entry, and a messy and almost abandoned Salesforce instance. The sales team didn’t trust the CRM, reporting was inconsistent, and forecasting was based more on guesswork than data. With limited internal resources, they needed expert help — fast.

Strategy

We conducted a full Salesforce audit and implemented a phased plan:
‍

Cleaned up object relationships, fields, and automation
Built scalable opportunity and forecasting processes
Integrated their sales engagement and marketing tools
Created reporting & dashboards for execs, managers, and reps

Results

In just 90 days, the company transformed its Salesforce usage from chaotic to consistent.
‍

95% of opportunities now follow a standardized process
Forecast accuracy improved by 40%
Sales team adoption increased by 3x
Sales cycle time shortened by 17%

Key Outcomes

increase in CRM adoption
within 90 days

40%

improvement in
forecast accuracy

17%

faster
sales cycle

streamlined system
instead of 3+ disconnected tools

Let’s chat about what’s broken — and how we fix it.

Let’s identify what’s working, uncover what’s holding you back, and streamline the fix—no extra complexity.

Let's Talk