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Industry
Sales and Marketing
Company Size
201-500
Region
Australia
Solution/Product
Salesforce, SalesGrid managed package, Lightning Web Components
35% Faster Deal Progression with Salesforce Sales Enablement Integration
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
