A fast-growing technology company needed its sales and support teams working in one system. We cleaned and migrated its data, moved quoting into Salesforce and launched Service Cloud for its support team.
The problem
Quotes were built by hand in Word and Slack, Sales Ops rebuilt reports in spreadsheets and support tickets lived outside the CRM.
What we did
Migrated about 5,000 account and contact records and blocked about 1,000 duplicates before they loaded
Moved quoting into Salesforce
Gave Sales Ops self-service reporting in Salesforce instead of manual spreadsheets
Built Service Cloud: case layouts, SLA notifications, historical case migration and a Zendesk integration
Results
About 5,000 clean records live on day one, with about 1,000 duplicates stopped before they got in
Quotes now come out of Salesforce instead of Word docs
A support team handling 130 to 180 tickets a week now works cases in Salesforce
The client came back for a second phase, kept us on a monthly retainer and is now piloting Claude to update Salesforce from meeting notes
Want results like these? Book a free consultation or see our Claude services.
