Client Overview
- Industry: Medical Equipment Manufacturing
- Location: Boston, MA, USA
- Company Size: 1200+ Employees
The Challenge
Our client, a leading medical equipment manufacturer, was facing sales inefficiencies across its regional teams. Their key challenges included:
- Disconnected spreadsheets and CRMs across departments.
- Limited visibility into pipeline and poor forecasting accuracy.
- Manual and time-consuming quoting processes.
- Lack of mobile access for field sales representatives.
- Inconsistent customer data and missed follow-ups.
These bottlenecks were affecting both turnaround times and team satisfaction.
✅ Our Solution: Salesforce Sales Cloud Implementation
Appsavio implemented a tailored Salesforce Sales Cloud solution to standardize and streamline their sales operations.
Key Features Deployed:
- Lead & Opportunity Management: Unified sales process across all regions.
- Sales Path & Playbooks: Custom sales stages with guidance for reps.
- Salesforce CPQ: Automated quote creation and approval workflows.
- Reports & Dashboards: Real-time pipeline, revenue, and performance insights.
- Salesforce Mobile App: Empowered field reps with anytime access.
- Email & Calendar Sync: Seamless integration with Outlook & Gmail.
- Data Enrichment Tools: Integrated ZoomInfo for data accuracy.
Integration Highlights
- ERP Integration: Unified sales process across all regions.
- Marketing Cloud: Custom sales stages with guidance for reps.
- DocuSign: Automated quote creation and approval workflows.
- Slack Integration: Real-time pipeline, revenue, and performance insights.
Results & Impact
| Metric | Before | After |
|---|---|---|
Opportunity Close Rate
|
18% | 29% |
Forecast Accuracy
|
~60% | 92% |
Quote Turnaround Time
|
3–5 days | <1 day |
Average Sales Cycle
|
45 days | 30 days |
Mobile Usage by Reps
|
<10% | 80% |
Conclusion
Through our Salesforce Sales Cloud implementation, Appsavio helped the client evolve from fragmented systems to a fully connected, performance-driven sales engine. The transformation enabled faster deal closures, accurate forecasting, and empowered field reps with mobile tools—ultimately driving growth and efficiency at scale.
We’ve helped teams solve big challenges and scale faster. Begin your journey with appsavio and let us tell your story next. [Contact Us]
