SolidcorSample content
A sales process the whole team follows
Rebuilding Sales Cloud and quoting so pipeline and forecasts reflect reality.
- forecast accuracy
- [x]%
- to build a quote
- [x] min
- rep adoption
- [x]%
The challenge
Reps kept deals in their own spreadsheets, quotes were built in Word, and leadership couldn't trust the forecast.
What we did
- 1Interviewed reps and managers to redesign stages around how deals actually progress.
- 2Simplified layouts and automated data entry with email and calendar sync.
- 3Configured product bundles and price rules for accurate, branded quotes.
- 4Rebuilt the leadership dashboard and reviewed it with managers weekly for a month.
The result
Pipeline, quotes and forecasts now live in Salesforce and leadership reviews one shared dashboard.
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