Sales Velocity
45% Faster
Customer Satisfaction
95%
Revenue Growth
15%
$200k Cost Saving | 31% Budget Reduction
What We Did
- Audited existing workflows end-to-end to understand current-state processes before making any changes — meeting users where they were in Salesforce and SalesLoft
- Redesigned and built new processes directly in users’ systems of action, adjusting for efficiency gains and eliminating friction at every step
- Consolidated 90+ legacy Workflow Rules into Process Builder and Flow — reducing system load, increasing operating speed, and replacing brittle point-and-click solutions with modern, maintainable automation
- Audited the full technology stack, negotiating contracts, right-sizing license counts, and deprecating redundant or overlapping software and services
Results
- 31% reduction in the department’s originally budgeted technology spend
- Faster, lighter automation infrastructure replacing 90+ legacy workflow rules
- Sales and support teams working from redesigned processes built into their actual systems — not documented in decks
- Engagement concluded as the organization was successfully acquired — systems stable, optimized, and ready to hand off
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Accountability
We say what we’ll do - and deliver it.
Simplicity
No bloated decks - clean fixes, higher velocity.
Strategic
Right decisions, right timing - with data, clarity, and confidence.
Tactical
Hands-on execution with precision.