Excel-based sales replaced in 6 weeks with Sales Cloud

The challenge

Sales reps manually sourcing prospect data causing inefficiencies and errors. No lead routing or opportunity management. Data managed in Excel.

System complexity

This $150M+ AI data centre manufacturer had no CRM — sales reps were manually sourcing and entering prospect data, causing inefficiencies, errors, and inconsistencies. There was no lead routing, no opportunity management, and no pipeline visibility. Everything was managed in Excel spreadsheets across multiple business units.

The 6-week implementation had to transform the entire sales operation from spreadsheets to Salesforce while simultaneously integrating ZoomInfo for enriched prospect data including contacts, firmographics, and buying signals — delivering a 360-degree customer view across business units.

What we built

• Sales Cloud with centralized lead capture, tracking, prioritization
• Opportunity tracking with pipeline visibility and forecasting
• ZoomInfo integration for enriched prospect data

The outcome

• Automated lead enrichment reducing manual data entry
• Streamlined pipeline management and forecasting
• Revenue and expenses dashboards for visibility

Technologies: Sales Cloud, ZoomInfo