Salesforce-Powered Digital Sales Transformation

Salesforce-Powered Sales Transformation for a US-Based B2B SaaS Company

TeraQuint enabled a rapidly scaling B2B SaaS company to move from manual, spreadsheet-based sales tracking to a fully automated, Salesforce-driven sales engine. The transformation delivered data-driven sales growth, stronger lead qualification, and faster pipeline velocity—positioning the client as a category leader in their segment.

Contents

1. Company Overview

2. System Overview and Challenges

3. Salesforce Solution Implementation

4. Outcomes

5. Conclusion

6. Want to transform your sales operations?

1. Company Overview

Our client is a US-based, venture-backed SaaS provider offering workflow automation solutions to enterprise and mid-market customers. With strong product-market fit and aggressive growth targets, their sales team needed structure, predictability, and scalable systems to keep pace with demand.

2. System Overview and Challenges

System Overview:

Prior to engagement, sales processes were tracked in disconnected spreadsheets, emails, and standalone tools. The company struggled with forecasting, lead prioritization, and lacked a single source of truth for customer data.

Challenges:

• Scattered, manual pipeline management

• Poor visibility into sales KPIs

• No systematic lead qualification or nurturing

• Inefficient follow-up, resulting in missed opportunities

• Inability to forecast and scale sales consistently

3. Salesforce Solution Implementation

Key TeraQuint solution elements included:

• Discovery & Mapping: Collaborative workshops captured all sales stages, key decision points, and automation opportunities.

• Salesforce CRM Deployment: Configured Sales Cloud to automate pipeline tracking, lead scoring, and opportunity management.

• Data Migration: Consolidated all legacy data and cleaned up duplicate records for a single, unified customer view.

• Lead Qualification & Nurture: Implemented automated lead scoring, assignment, and multi-step nurturing workflows.

• Training & Change Management: End-user playbooks and workshops drove 90%+ CRM adoption.

• KPI Dashboards: Real-time dashboards for pipeline velocity, lead source ROI, and win/loss analysis.

4. Outcomes

• Qualified lead volume up 40% in first 6 months

• Sales cycle reduced by 20% (from 100 days to 80 days)

• 10 net new enterprise customers won in Year 1

• CRM adoption: 96% of sales users active weekly

• Annualized pipeline value increased by $1M

• Project ROI: 4x (project investment: $60,000; incremental revenue: $240,000+)

• Client feedback: “We now have the sales discipline and visibility to execute our ambitious growth plan.”

5. Conclusion

By centralizing and automating all sales processes on Salesforce, the client gained true pipeline control, data-driven forecasting, and repeatable growth. TeraQuint’s methodology delivered the tools and mindset for modern, scalable sales excellence.

6. Want to transform your sales operations?

TeraQuint brings US-based SaaS and tech companies the Salesforce expertise and execution to drive sustained revenue growth.