National Tax and Professional Services Firm
Generating 150 additional closed opportunities annually with Salesforce Lightning modernization
A national tax and professional services firm was losing revenue and attribution visibility to an email-dependent sales process running on Salesforce Classic. CG Infinity migrated the org to Lightning and implemented CTI, Pardot with a Campaign Influence Model, Quip deal handoffs, CongaSign contract automation, and a custom ERP integration. The improvements generated 150 additional closed opportunities per year and reduced weekly time entry per employee from one hour to five minutes.
AT A GLANCE
A national tax and professional services firm modernized its commercial operations by migrating to Salesforce Lightning and automating its deal and contract workflow. The improvements generated 150 additional closed opportunities per year and reduced employee time entry from one hour to five minutes per week.
TOOLS
Salesforce Lightning | Pardot | CTI | Quip | CongaSign
Service Line
Salesforce
The Challenge
Email deal handoffs and broken attribution slowing the sales cycle
The firm's sales process moved slowly because deal handoffs happened through email with shifting ownership and limited visibility. Salesforce Classic blocked access to newer platform features, and campaign revenue attribution was consistently incorrect because no mechanism linked revenue back to specific campaigns. Contracts were generated and sent to clients for signature entirely outside the system.
THE SOLUTION
Lightning migration with CTI and contract automation
CG Infinity migrated the Salesforce org to Lightning with updated pages across every object. A CTI application was implemented for call handling with automated logging. Pardot was upgraded with a Campaign Influence Model for accurate revenue attribution. Quip templates were integrated for structured deal handoffs. CongaSign automated the complete contract process from generation through signature. A custom ERP integration synchronized data and added validations to improve data quality.
THE RESULTS
150 additional closed opportunities annually
The improvements generated 150 additional closed opportunities per year and reduced weekly time entry per employee from one hour to five minutes, while campaign attribution became reliable for the first time.
CONTACT US
Let's Talk Solutions.
A certified consultant in Dallas-Fort Worth or Houston will follow up within one business day.