From spreadsheets to scale: how a manufacturer cut lead leakage and accelerated growth with Salesforce CRM
A mid-size manufacturer was losing deals to spreadsheets, slow follow-ups and siloed data across sales, service and distributors. Proso implemented Salesforce CRM with Data Cloud and Agentforce automations to unify data, auto-route leads, and trigger alerts across teams. Go-live in 2 weeks delivered 35% faster responses, streamlined order management and a scalable foundation for Industry 4.0.
Reduce lead leakage from spreadsheets and missed follow-ups
Deploy Sales Cloud with unified lead capture, auto-assignment, SLA timers and AI reminders via Agentforce to ensure every lead is contacted on time.
Give sales and procurement real-time visibility into inventory and shortages
Connect ERP/WMS to Data Cloud, set smart thresholds and push alerts to sales/procurement; share stock views with distributors via Experience Cloud.
Speed up quote-to-order for configurable SKUs with pricing control
Implement Salesforce CPQ: guided selling, price rules and discount guardrails; auto-generate quotes, e-sign and convert to orders.
• 35% faster lead response
• 22% higher win rate within 90 days
• 60% fewer manual updates across sales ops
• 100% traceability from lead to dispatch
• Go-live in 14 days with phased rollout
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