At a glance
- Industry
- Manufacturing & Distribution
- Platforms
- Salesforce Sales Cloud, Salesforce Experience Cloud
- Service
- Managed Services, Optimization, Integration
- Results
- 99 reps adopted in 30 days
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
Does this sound like your team?
- Reps open Salesforce, see page layouts crowded with fields nobody understands, and go back to working from their inbox and memory.
- Several people have changed the org over the years, and no one can explain why certain record types or automations exist.
- Order and invoice history sits in NetSuite, so reps phone the office instead of seeing customer purchases next to their opportunities.
Where we would start
Start with an audit of what previous admins built: record types, fields, flows, and validation rules. Remove or merge whatever confuses users before adding anything new, since a simpler org is easier to adopt. Then connect email capture so activity logs itself, and integrate the ERP so reps see order data in context. Lead assignment and dashboards follow once reps actually log in daily.