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Salesforce CRM Implementation for a Growing Small Business

Our client, a fast‑growing small business, was managing customer information in spreadsheets, emails, and notebooks. Deals were falling through the cracks, sales teams on the road could not access up‑to‑date data, and management had no single, trusted view of the pipeline to make decisions quickly.

We implemented Salesforce CRM as a single system of record for contacts, accounts, leads, and opportunities. Using sales force automation, we streamlined lead routing, automated follow‑ups, and gave the entire team secure access to customer data from anywhere. Marketing campaigns and lead capture forms were integrated so new leads automatically entered nurture journeys until they were sales‑ready.

  • Location :Remote / Cloud
  • Client :High‑growth Small Business
  • Consult :Dedicated Salesforce CRM Team
  • Project Type :Salesforce CRM Implementation
  • Duration :6 Months
  • Completion :2024
  • Focus :Sales, Marketing & Service

Our CRM Strategy

Guided by the client’s need for speed, visibility, and scalability, we designed a Salesforce CRM strategy that connected sales, marketing, and service teams on top of a single, trusted database.

  • Centralised all customer and prospect data in Salesforce CRM.
  • Defined a clear lead‑to‑opportunity process with automated hand‑offs.
  • Configured sales force automation to reduce manual admin work.
  • Integrated marketing forms and campaigns for consistent lead capture.
  • Enabled service teams to see full account history when handling cases.

"With our new Salesforce CRM in place, we finally have one source of truth for customers. Our sales team can move faster, service can see every interaction, and management can make confident decisions based on real‑time data."

Client Operations Lead - Small Business Customer

Our Implementation Approach

We started by mapping the client’s existing processes and pain points: scattered data, disconnected tools, and limited visibility into the customer journey. Together we defined a simple, scalable CRM blueprint aligned with their growth plans, focusing on how teams really work day‑to‑day.

We then configured Salesforce objects, fields, and automation to support that blueprint, avoiding unnecessary complexity. Throughout the project, we involved key users in testing and training, so adoption would be high from day one. Finally, we set up dashboards and reports to give leadership instant insight into pipeline, performance, and service quality.

Business Goals

  • Create a single, reliable view of every customer and prospect.
  • Stop losing deals due to manual tracking in spreadsheets and emails.
  • Give sales teams on the road secure access to up‑to‑date data.
  • Connect marketing, sales, and service on one CRM platform.

Results

  • Faster sales cycles with automated follow‑ups and task reminders.
  • Higher conversion rates from leads thanks to structured nurturing.
  • Improved customer satisfaction with connected service and full history.
  • Leadership visibility into pipeline and performance in real time.

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