Case Studies/SaaS · Series B · 80 seats
SAAS · SERIES B · 80 SEATS · 11 WEEKS

Salesforce rescue.
From stalled Salesforce rollout to live in 11 weeks.

A Series B SaaS company inherited a Salesforce org from a previous partner that had been stalled for nine months. Seven custom objects nobody could explain, three dead automations, and a permission model that locked AEs out of their own pipeline.

11wk
From kickoff to production cutover
−42%
Inbound lead response time
7→3
Custom objects after audit
100%
AEs onboarded inside training week

The challenge

The previous partner had built around symptoms instead of business processes. Pipeline stages did not match how AEs actually closed. Forecast data was unusable. The CRO was running a parallel spreadsheet. RevOps was ready to write off the implementation entirely and start over with HubSpot.

What we did

Audited in week one. Wrote a remediation roadmap that scrapped what was not load-bearing and rebuilt the pipeline with proper stage logic. Integrated billing for accurate forecasting. Trained the RevOps team and the AEs on the rebuilt model. Delivered a custom Agentforce assistant for inbound qualification on top.

The outcome

Live by week eleven. Forecast accuracy went from unusable to within 8% of actual. Inbound lead response time dropped 42% after the Agentforce assistant launched. Zero support tickets from AEs after the training week.

Service that delivered this

Enterprise IT · Salesforce

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