Think. Build. Salesforce Solutions.

Salesforce Consulting Services across Salesforce Clouds & Across App Lifecycles

Home / Case Studies / Streamlined sales processes for a mid-sized building materials company

Streamlined sales processes for a mid-sized building materials company

Client Overview

The client is a mid-sized building materials company providing high-quality construction supplies to contractors, and retailers across the United States. With a growing product portfolio and customer base, the company aims to deliver exceptional value through competitive pricing and reliable service. Their sales operations play a critical role in maintaining this reputation and driving growth.

The Challenge

The client faced several obstacles in managing their sales processes: 

  • Disorganized Sales Data: Sales teams struggled with siloed systems, making it difficult to track customer interactions and opportunities. 
  • Inefficient Lead Management: Manual processes caused delays in qualifying leads and following up, leading to missed opportunities. 
  • Lack of Pipeline Visibility: Sales managers had limited insights into pipeline status, forecasting, and team performance. 
  • Scalability Issues: The existing processes were not robust enough to support the company’s expansion into new markets. 

These inefficiencies hindered the company’s ability to close deals quickly and scale their sales efforts effectively. 

Mirketa Solution

Mirketa implemented a customized Salesforce Sales Cloud solution to streamline the client’s sales operations and prepare them for scalable growth: 

Centralized CRM System 

  • Migrated all sales data to Salesforce Sales Cloud, creating a single source of truth for customer information. 
  • Integrated existing systems like email and marketing platforms for seamless data flow. 

Lead Management Automation 

  • Implemented automated lead scoring and assignment workflows to prioritize high-value opportunities. 
  • Created personalized follow-up templates to ensure timely engagement with prospects. 

Enhanced Pipeline Management 

  • Built custom dashboards and reports to provide real-time visibility into the sales pipeline and team performance. 
  • Enabled sales managers to track progress, identify bottlenecks, and adjust strategies dynamically. 

Mobile Sales Enablement 

  • Equipped sales reps with a mobile-friendly Salesforce interface, allowing them to access customer data and update deals on the go. 

Impact: 

The Salesforce implementation delivered significant improvements across the client’s sales operations: 

  • Faster Lead Conversion: Lead response time improved by 60%, resulting in a 25% increase in qualified leads. 
  • Improved Sales Efficiency: Automation reduced manual tasks, saving 500+ hours annually. 
  • Increased Deal Closure Rate: Enhanced pipeline management contributed to a 20% higher deal closure rate. 
  • Scalability: The streamlined processes supported the company’s expansion into two new regional markets. 
  • Better Forecast Accuracy: Real-time analytics improved sales forecasting accuracy by 35%, enabling better planning. 

Client Testimonial 

“Thanks to Mirketa and Salesforce, our sales process has become more efficient and scalable. The automation, pipeline visibility, and personalized tools have significantly boosted our sales team’s productivity and results. We’re now better equipped to grow our business and serve our customers.” 
Sales Director, Mid-Sized Building Materials Company