Case Study
Salesforce Sales Cloud for a Startup
Industry: SaaS | Startup Growth | Sales Enablement
The Challenge
A fast-scaling B2B SaaS startup lacked a CRM to track leads, manage deals, or understand their sales funnel. Data was siloed in email and spreadsheets.
Our Approach
Scopewell implemented Salesforce Sales Cloud with lead assignment, opportunity tracking, and dashboards tailored for early-stage pipeline visibility.
Key Results
Full CRM adoption within 30 days
3x faster follow-up times
Weekly forecasting dashboards for investors and founders
Ongoing Support
Scopewell remains engaged on CPQ automation and outbound integration.