Customer Success Story
From Spreadsheets to Salesforce: A Smarter Way to Sell
Truline Systems, part of the SAS International group, is a British manufacturer of high quality fire rated products, partitioning, glass and timber doors backed up by independent fire and acoustic certification.
Industry
Manufacturing
Users
~26
Salesforce Products
Sales Cloud
“
Excellent Team and extremely knowledgeable, very helpful and receptive. Responded to queries/issues very efficiently and were always willing to go over things if they were not fully understood the first time round. I would definitely recommend them and look forward to working with them on the next Phase.
The Challenge
- Heavy reliance on offline spreadsheets requiring extensive manual updates.
- Spreadsheets were frequently outdated, leading to inaccuracies and delays.
- Data was spread across multiple sources rather than being centralised.
- Team productivity was impacted due to time spent searching for the right information.
The Solution
- Implemented Sales Cloud with a simplified, mostly out-of-the-box sales process.
- Enabled end-to-end Opportunity tracking to support accurate reporting and performance metrics.
- Developed a custom integration between Salesforce and an external system to automatically sync customer information to eliminate the need for double entry.
The Impact
- All users were successfully trained and onboarded ahead of go-live, enabling immediate adoption of Salesforce.
- Over 200 Opportunities created within the first 2 weeks of launch.
- The customer was equipped to build their own Reports from day one e,nsuring they could access key metrics without reliance on external support.
Migrating to the Next Generation of Quoting
Empowering Service Teams with Agentforce
Empowering Self-Service Data Importation
Transforming Estimates for a Global Manufacturer
Simplifying Revenue Tracking with Salesforce CPQ
Targeted Sales Enablement for Users
Laying the Right Foundations
Account Engagement – Friend not Foe
Creating a seamless membership experience
The Space Aldgate,
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
Irongate House,
22-30 Dukes Place,
London EC3A 7LP
