The challenge
Sales ran in Nutshell, support in a homegrown tool, and information was scattered across five places. There was no unified customer view, no case routing, and no service metrics.
What we did
- Sales Cloud with guided lead stages, a security-review-aware opportunity pipeline, and partner tracking
- Service Cloud with email-to-case, queues, severity levels, escalations, and auto-response
- Migration of 2,300 accounts and contacts from Nutshell, with a crawl-walk-run rollout
- Weekly development sprints with a live project portal and transparent communication
The results
The company consolidated sales and service onto one platform, migrated 2,300 companies, gained real-time pipeline and case dashboards, and went live with core functionality in roughly 6-8 weeks.
We have all the warm fuzzies — you did a good job for us.
Client, Cybersecurity