How a Packaging Company Centralized 1,200+ Event Leads in Salesforce
A flexible packaging company needed one place to record events, add attendees, create leads, and track Salesforce Sales Cloud trade show lead management from one workflow. The team was switching between sheets and calendars outside Salesforce, which slowed visibility, lead follow-up, and ROI tracking.
In this case study, you’ll learn how we:
Built a Salesforce LWC custom lead capture form for events to log event name, location, industry, dates, and attendees
Enabled lead creation on the event page and showed a live list of event-sourced leads
Reflected events on participant calendars and a central team calendar with a one-time setup
Enabled Salesforce Sales Cloud event lead attribution reporting for activity, pipeline, and ROI
The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. To create a unified sales workspace in Salesforce, they needed guidance to live where sellers work every day, with stage-by-stage coaching on Opportunities and simple setup for admins.
In this case study, you’ll learn how we:
Delivered a Salesforce Sales Cloud sales enablement integration with real-time data sync
Built a managed package with configuration, schema, automations, reports, and dashboards
Created Salesforce LWC embedded sales tool development to show Opportunity sub-stages and manage settings
Supported Salesforce CRM content management integration for cleaner content and sales guidance access
Standardized data models and permissions to keep records clean and secure
