Salesforce Sales Cloud Integration Drives 10% Sales Boost for Major Wholesaler

Sales Cloud Systems for Multi-Market Wholesalers | Centralized Sales Repositories | Real-Time Tableau and Geopointe MAPS Integration

A customized Salesforce Sales Cloud system tracks opportunities across stages, optimizes field sales routing via Geopointe MAPS, and delivers real-time analytics to boost territory sales.

PTP’s Solution Snapshot

Clients
A major U.S. based wholesaler operating across multiple markets.
Tech Used
Salesforce Sales Cloud, Tableau, Geopointe MAPS, Microsoft Surface, and Outlook Calendar.
Focus
Centralizing multi-market account repositories, tracking sales opportunities by stage, and optimizing field rep driving routes.
Practices
Configuring Sales Cloud systems to track opportunities by SKU/Category price books, integrating real-time routing platforms, embedding live analytics into portals, and enabling campaign tracking for pop-up events.
Outcomes
Successfully tracked sales team performance, boosted sales by 10%, expanded manageable rep territories, and provided real-time visibility to management.

The Challenge

Managing sales and contact repositories across multiple markets for a major U.S. based wholesaler.
Tracking opportunities across stages and assigning them to the right sales reps while splitting target budgets from the HQ level to underlying markets either automatically or manually.
Enabling the sales team to run real-time client reports on Microsoft Surface devices during field visits and tracking the performance of scattered pop-up events.
Optimizing driving routes for field appointments and synchronizing schedules with localized data like customer demand, visit history, and revenue.

The Solution

Configured a customized Sales Cloud system to create a repository of Accounts and Contacts with related functionality setup across markets.
Implemented opportunity tracking with a specialized price book to build opportunities by SKU or Category, enabling targeted sales and collaboration with the opportunity team.
Integrated Salesforce and Tableau to render account-specific reports within Salesforce portals, allowing reps to view real-time data on Microsoft Surface devices.
Utilized campaign functionality to track pop-up events, capturing quantitative data across events for performance comparison and success analytics.
Integrated Geopointe MAPS with Salesforce and Outlook Calendar to deliver real-time travel information, routing optimization, revenue heat-mapping, and priority assignment by revenue.
Deployed automated tracking features within the mapping integration to monitor field visits, check-in and check-out data, last visit dates, and call logs.

Impact

Successfully tracked the performance of the sales team, helping them consistently meet their targets.
Boosted overall sales by 10% and enabled individual sales reps to efficiently operate across larger geographic territories.
Streamlined scheduling via Outlook calendar integration with driving routes, making last-minute appointment changes possible.
Empowered the sales team to service client bases intelligently according to specific demand, visit frequency, and revenue.
Provided real-time information to corporate management regarding sales team visits, popup events, and sales comparisons.
Enabled comprehensive tracking of sales opportunities categorized by distinct territories and current operational stages.
Allowed the client to compare the success of localized campaigns and capture direct customer feedback for future sales events.

Success Metrics

Sales Boost

0 %

Overall sales revenue increased following the deployment of the customized Sales Cloud system.

Real-time

Route Optimization

Outlook calendar integration syncs with Geopointe MAPS to handle last-minute field scheduling changes.

Territory Visibility

0 %

Management tracks opportunities by territory and stage while reviewing live sales comparisons.

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