Salesforce CRM Integration

Custom Salesforce CRM solution with tailored sales pipelines, automated lead scoring, custom dashboards, and third-party integrations for a mid-size sales team.

The Challenge

A mid-size B2B sales team was using a default Salesforce setup that didn't match their actual sales process. Leads fell through the cracks, pipeline reporting was unreliable, and reps spent more time updating CRM fields than selling.

Our Solution

We redesigned their Salesforce instance from the ground up: custom pipeline stages matching their real workflow, automated lead scoring based on engagement signals, Lightning dashboards with real-time metrics, and REST API integrations with their marketing automation and billing systems.

Results

• Pipeline visibility increased by 60% with custom dashboards
• Deal close rate improved by 22% within the first quarter
• Lead response time cut from 4 hours to under 15 minutes with automation
• Reps saved 5+ hours per week on manual CRM data entry