The customer is a manufacturing provider of parts and solutions for water, gas, fire, electrical, and HVAC systems. They serve multiple sectors and rely on accurate quotes and fast responses. They had struggled with manual lead and opportunity tracking, slow quote creation, no automation for field updates, and disconnected tools for invoicing, signatures, and meetings.
In this case study, you’ll learn how we:
Implemented Salesforce Sales Cloud to automate lead-to-quote
Used Flows to auto-update fields and keep data current
Customized quote PDFs and aligned the Contract object to the business process
Structured product and variant management on Opportunities
A manufacturing brand wanted to revive inactive leads and understand what each prospect cared about. The team needed segmented nurtures, clear scoring, and reliable tracking for external links, all connected to Sales Cloud for faster follow-ups.
In this case study, you’ll learn how we:
Segmented prospects by interest and buying intent
Built Engagement Studio programs with emails, forms, and landing pages
Set scoring rules to surface high-intent records and suppress low quality
Created custom redirects to track external links and attribute traffic
Synced qualified activity to Sales Cloud for sales-ready context
Centralized Event & Lead Management in Salesforce Sales Cloud
A flexible packaging company needed one place to record events, add attendees, create leads, and see everything on personal and central calendars. The team was switching between sheets and calendars outside Salesforce, which slowed visibility and ROI tracking.
In this case study, you’ll learn how we:
Built a Lightning Web Component 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 reporting for activity, pipeline, and ROI inside Salesforce
