All work
Salesforce & CRM2026
Sales Team Automation
This B2B sales team was drowning in manual data entry. We rebuilt their lead handling in Salesforce so the busywork runs itself.
Client
B2B sales team
Year
2026
Services
Automation & Flow Builds, Admin-as-a-Service
The challenge
New leads sat unassigned, follow-ups were chased by hand, and reps lost hours every week to admin instead of selling.
What we did
We designed Flows for instant lead routing and assignment, automated follow-up reminders and approvals, and synced Salesforce with the other tools the team relies on.
Results
- Leads routed and assigned instantly
- Hours of manual work removed each week
- Reps focused on selling, not data entry
