Salesforce CRM Rollout
Salesforce Sales Cloud for a B2B SaaS startup — custom pipeline, CPQ for tiered subscriptions, and full HubSpot data migration for 35 reps.
The Challenge
The sales team was tracking deals in spreadsheets. There was no pipeline visibility, forecast accuracy was below 40%, and onboarding new reps took 3 weeks.
Our Approach
We configured Sales Cloud with a custom 7-stage pipeline, built CPQ rules for tiered subscription pricing, and migrated 18 months of deal history from HubSpot. Created onboarding paths and a live coaching dashboard for the VP of Sales.
The Result
Forecast accuracy improved to 87%. Ramp time for new reps dropped from 3 weeks to 5 days. The CEO now runs the weekly pipeline review directly from Salesforce — no spreadsheets.
