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Modern amenities provider
25% Higher Opportunity Conversion With Half the Clicks
HelloMavens helped a modern amenities provider raise opportunity conversion 25% and cut onboarding time 35% by redesigning its Salesforce sales process and connecting it to onboarding.
25% higher opportunity conversion
50% fewer clicks per opportunity
35% less onboarding time
The Challenge
Sales and onboarding worked in silos, creating manual handoffs, too many clicks per opportunity and gaps in client visibility.
What We Did
Implemented a unified workflow in Salesforce Service Cloud, integrating sales and post-sale processes through automation and intelligent routing to ensure smooth transitions, and cut the clicks per opportunity in half.
How We Did It
Mapped every step reps took to move an opportunity forward and cut the ones that added nothing
Rebuilt the opportunity page layout and stages in Salesforce Sales Cloud so the same work takes half the clicks
Built a custom lead conversion process that converts a lead into zero, one or two opportunities, or links it to existing ones, to match how the client sells
Built a Salesforce Service Cloud workflow so onboarding gets the deal details the moment a deal closes
Built a custom marketing attribution solution that captures dozens of marketing KPIs and ties every lead, contact and opportunity back to the campaigns and marketing tools outside Salesforce that produced it
Results
Opportunity conversion rose 25% and onboarding time fell 35%. Manual handoffs are gone, and leadership has full visibility into client progress from sale to activation.
Related
Salesforce implementation and managed services
Revenue at Risk: How Broken Sales Processes Raise CAC
Partner Onboarding: 30 Days to 1
$100,000 Saved on a Salesforce Renewal
At a glance
Client
Modern amenities provider
Sector
Property technology / resident amenities
Location
United States
Since
2025
