End-To-End Lead-To-Order Process Transformation in Salesforce

Industry: B2B Services

Solution: Salesforce Sales Cloud – Lead to Order Automation

A B2B services client struggled with a fragmented lead management process, receiving leads from various channels—like webinars, events, and their website—without a consistent strategy for nurturing, tracking, or converting them. Sales reps lacked visibility into lead activity, campaign ROI was difficult to measure, and there was no streamlined workflow from lead conversion to quoting and billing, leading to missed opportunities and delayed revenue recognition.

We transformed their entire lead-to-order process in Salesforce Sales Cloud. All lead sources were integrated and organised under campaigns, enabling precise performance tracking. Automated workflows ensured timely follow-ups, data validation, and deal routing based on verticals. We also revamped the quoting process, introduced approval workflows for high-value deals, and automated handoffs to accounting upon deal closure. The result: improved sales velocity, enhanced data integrity, clear ROI visibility, and a fully connected lead-to-cash lifecycle.

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