A high-growth B2B SaaS company on a legacy CRM had outgrown it — pipeline data was unreliable, forecasts were aspirational, and reps spent meaningful time on data entry instead of selling.
Sales Cloud rollout with custom Lightning components for the deal-management workflow. Einstein lead and opportunity scoring trained on 4 years of historical data. Custom forecasting models for the SaaS metrics that actually matter (ARR motion, NDR, expansion velocity). Integration with the product analytics platform so usage signals enrich the CRM in real time.
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