Inside a Salesforce rollout: How we restructured a Saas company’s sales process?

From chaos to clarity — one Salesforce implementation story 💡

When a mid-sized Saas Company came to us, they had Salesforce.
What they didn’t have was a process.

Sales stages were inconsistent
Files were scattered across desktops and emails
Sales team was duplicating work
No visibility into what was moving and what was stuck

Our approach?

✅ We streamlined their opportunity pipeline into clear, standardized stages
✅ Connected Google Drive using CV Files for real-time access to all deal files
✅ Automated quote generation, reducing manual effort by 60%
✅ Enabled dashboards that actually told a story

The result?
A sales team that finally had one source of truth — and a Salesforce setup that supported growth, instead of slowing it down.

If your CRM feels like more work than it’s worth… it’s not your team. It’s your setup.
📈 Want to see what a smarter Salesforce setup could look like for you? Let’s talk.

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Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.