The challenge
Multiple inexperienced admins had made the system unusable, reps weren’t using it at all, email wasn’t captured, and NetSuite data sat in a silo while new lead-gen investment had nowhere to flow.
What we did
- Consolidated record types and eliminated redundant fields and automations confusing users
- Outlook integration to capture all customer communications automatically
- NetSuite integration via Boomi making Salesforce the single source of truth
- Automated lead-assignment workflows and dashboards for lead flow and conversion
The results
Within 30 days the company went from zero Salesforce usage to all 99 reps active, unified NetSuite and Salesforce data, automated email capture, and gave leadership real-time visibility.
In 30 days we really could have you guys in a much different spot — and we did.
Client, Manufacturing & Distribution