The challenge
Sales reps tracked customer interactions on handwritten forms mailed to the office. There was no way to pull data, measure performance, or see a pipeline, and a sales team ranging from 40-year veterans to brand-new reps made adoption a real risk.
What we did
- Sales Cloud with automated call-logging flows, interest-level tracking, and follow-up-date automation
- Simplified opportunity stages, custom product pick lists, and rollup of total closed amount per account
- Individual and management dashboards for lead touches, new accounts, in-person visits, and active leads
- An automated weekly scorecard that emails each rep their numbers every Friday, replacing hours of manual reporting
The results
The company grew from 34 to 103 new accounts in one year, eliminated 1-2 hours of manual weekend reporting, and drove healthy competition once reps could see each other’s activity. Even reps who had used paper for decades adopted the system.
A year ago today, we were writing this information on paper and mailing it in. We’ve come very far.
Client, Manufacturing