Optimized Sales Workflows with Salesforce

Project Overview

The client approached us with a growing concern:

• Their current CRM system couldn’t handle the complexity of their B2B sales cycle.

• Sales reps were spending more time managing Excel sheets and less time actually selling.

• Sales managers couldn't easily see how sales were doing right now.

• There was no automation for lead scoring, email reminders, or sales activity tracking.

• Reporting was fragmented and time-consuming.

What they needed was a cuastom sales pipeline app built within Salesforce Lightning—something tailored to their needs, with automation, visibility, and flexibility at its core.

Solution

• Custom Salesforce Lightning Application Proposal

We proposed a completely custom Salesforce Lightning application built to handle the full sales journey — right from lead intake all the way to deal closure. The idea was to give the team a smarter, more organized way to manage deals while cutting down on manual tasks.

• Visual Pipeline View

A simple drag-and-drop interface was included to let users move deals across stages such as Lead, Qualification, Demo, Proposal, Negotiation, and Closed-Won/Lost. This helps the sales team keep track of where every deal stands without jumping through different screens or tools.

• Lead Scoring Logic

The system uses automatic lead scoring based on how leads behave, where they came from, and how engaged they are. This makes it easier for reps to focus on the hottest leads instead of wasting time chasing cold ones.

• Email & Task Automation

Follow-ups, reminders, and task creation are all automated. So when a lead hits a certain stage or goes cold for too long, the system can send a nudge or create a task—saving time and reducing manual follow-up errors.

• Custom Reports & Dashboards

Real-time dashboards and reports are tailored for each role—whether it's a sales rep who wants to check progress or a manager who needs performance insights. The data is always up to date and easy to understand.

• Approval Processes

Multi-step approvals were added for things like discounts, custom pricing, and proposal reviews. This helps maintain control without slowing down the sales process too much.

• Mobile Support

The app is fully mobile-friendly through the Salesforce mobile app. Reps can check leads, update stages, or send notes even when they're out in the field—no need to wait till they get back to their laptops.

• Integration

The application connects with both their marketing automation platform and ERP system. That means smoother data sync, less

Our Approach

• Discovery & Business Mapping

We started by holding workshops with sales representatives, managers, and key stakeholders to understand how they work. This helped us map out their entire sales journey from start to finish and identify areas where the process was slow, unclear, or frustrating.

• Design & Prototyping

Using Salesforce Lightning App Builder, we created wireframes and interactive prototypes. We shared these early with the sales team so they could review and give feedback. This way, we avoided surprises later on and made sure the final product matched their expectations.

• Development in Salesforce Lightning

Once the design was approved, we built the actual application. This involved creating custom objects, fields, and Lightning components. For automation, we used Apex triggers and Salesforce Process Builder. We also made sure each role had the right layout and page views tailored to how they work.

• Testing & User Training

Before going live, we ran User Acceptance Testing (UAT) with team leads to make sure everything worked as expected. We also prepared training materials and hosted live training sessions so the sales team could hit the ground running.

• Deployment & Ongoing Support

The rollout was done in stages, starting with one region to monitor closely. We offered two months of focused support (hypercare), answered questions, and did regular system health checks to catch any issues early.

 

Results

• 30% increase in qualified lead conversions within the first 3 months.
• 40% reduction in manual task handling, thanks to automation.
• 100% adoption rate across their sales teams due to intuitive design.
• Sales managers could generate reports in minutes, not hours.
• Sales Reps saved an average of 8 hours a week that was previously spent on manual updates.