Certior Tools: Salesforce CRM that Tripled Conversion
Client Profile
15-day sales cycle with manual follow-up, no pipeline visibility or conversion metrics.
The Challenge
The company lost deals due to slow follow-up and couldn't measure real conversion. 30% of opportunities went cold before receiving a quote.
15-day sales cycle with manual follow-up in spreadsheets
No pipeline visibility: leadership had no idea how many active deals existed
Manual quotes taking 2-3 days to generate
Service team disconnected from sales team, missing upsell opportunities
The Solution
Implementation in 3 sprints of 4 weeks. Sales Cloud first, then Service Cloud, finally CPQ and analytics.
Salesforce Sales Cloud implementation with automated pipeline and lead scoring
Salesforce Service Cloud to unify support with complete account history
CPQ (Configure, Price, Quote) for automated quotes in minutes
Einstein AI for close prediction and next-action recommendations
Real-time dashboards for leadership with sales and service KPIs
Technology Stack
Results
Project Timeline
Discovery and CRM design
3 weeksSales process mapping, field definition, automations and scoring.
Sales Cloud + CPQ
4 weeksPipeline, lead management, automated quoting, approval rules.
Service Cloud + Analytics
4 weeksService cases, knowledge base, executive dashboards with Einstein.
Training and go-live
2 weeksRole-based training, historical data migration, post-launch support.
"In 3 months we went from not knowing how many deals we had to closing 3 times more. The ROI was immediate."
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