Sales Velocity
+30% Faster
Customer Satisfaction
95%
Revenue Growth
5%
Org-Wide Efficiency Gains
What We Did
- Implemented Salesforce Service Cloud for the Delivery and customer support teams, with a full JIRA integration — consolidating Tier 1 through Tier 3 support into a single platform for the first time
- Supported the implementation of Salesforce CPQ for the Sales team, and built the integration logic to automatically pass structured CPQ data to Delivery and Billing teams at deal close — eliminating manual handoffs
- Served as subject matter expert across product, sales, and delivery processes throughout both implementations — ensuring that system design reflected how the business actually operated
- Ran end-user enablement across teams to ensure adoption and consistent use of the new unified environment
- Created cross-functional dashboards and reporting that gave every team — Sales, Delivery, Billing, Support — visibility into where a customer stood at any given moment
Results
- Full consolidation of Sales, Delivery, and Support into a single Salesforce environment
- Automated CPQ-to-Delivery-to-Billing handoff eliminated hours of weekly manual data transfer
- Measurable improvement in employee satisfaction scores for end users across teams
- Leadership gained real-time, cross-functional visibility into pipeline, delivery, and support — all in one place
- Organization positioned to scale without proportional increases in operational overhead
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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.