Salesforce Streamlines Sales and Project Handover for a Software Development Agency

Industry

Technology

Services

Salesforce ImplementationSales Cloud

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlows

Challenge

A software development agency specialises in mobile and web applications, with offices in several major US cities.

Leads and proposals were tracked differently in each office:

Inconsistent sales processes across offices.
Manual proposal tracking.
Poor handover from sales to delivery.
No consolidated pipeline view.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the software development agency's processes and goals.

Unified sales process

A consistent pipeline across all offices.

Proposal tracking

Proposals and estimates linked to opportunities.

Project handover

Won deals create projects with all relevant information.

Consolidated reporting

Pipeline and win rates by office and service.

Software Development Agency solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

One consistent sales process.
Smooth handover to delivery teams.
Consolidated pipeline visibility.
Better forecasting.

Software Development Agency

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Challenge

A software development agency specialises in mobile and web applications, with offices in several major US cities.

Leads and proposals were tracked differently in each office:

Inconsistent sales processes across offices.

Manual proposal tracking.

Poor handover from sales to delivery.

No consolidated pipeline view.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the software development agency's processes and goals.

Unified sales process

A consistent pipeline across all offices.

Proposal tracking

Proposals and estimates linked to opportunities.

Project handover

Won deals create projects with all relevant information.

Consolidated reporting

Pipeline and win rates by office and service.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

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B2B Services Company

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Essential

Analytics

Marketing

Salesforce Streamlines Sales and Project Handover for a Software Development Agency

Challenge