Challenge
The client relied on spreadsheets and disconnected software for lead tracking, client interaction, and after-sales service. Sales reps had no real-time visibility into pipelines, and management lacked reporting tools for forecasting and performance evaluation.
Solution
Blesssphere conducted discovery workshops and designed a custom Salesforce Sales Cloud implementation focused on the manufacturing cycle.
Key implementations:
- Custom Lead → Opportunity → Order → Invoice process
- Configured products, price books, and quotation templates
- Set up task automation, follow-up reminders, and approval workflows
- Created role-based dashboards for Sales Managers, Reps, and Executives
Integrated with their ERP system for real-time order updates
Results
- 40% boost in lead-to-deal conversion rate within 3 months
- 60% less manual entry with automated tasks and field updates
- 360° customer view for all sales reps and service teams
- Reduction in sales cycle length from 21 to 13 days
Actionable reports for sales forecasting and rep performance
“Blesssphere helped us standardize and scale our sales pipeline. Salesforce is now the single source of truth for our entire team.”
— Head of Sales, Industrial Equipment Firm
