Case Study

22 Days, $79,279 Saved

Imagine finding hidden gold in your backyard. That’s what happened to us when we took the time to dive deep into our client’s Salesforce process.

Jordan Nelson

January 23, 2026

Imagine finding hidden gold in your backyard.

That’s what happened to us when we took the time to dive deep into our client’s Salesforce process.

What we found was a goldmine.

Their customer service team was spending 10 minutes per case looking for information in Salesforce.

10 MINUTES. PER CASE.

A quick calculation showed us we could save them $79,279 per year if we automated this process.

So we did.

And the result was a happy client and saved dollars.

The moral of the story is twofold:

Look beyond the superficial
Always have a curious mind

As always...

We recorded how we did it step-by-step to share with you.

Other blog posts

RevOps

If I Had to Rebuild Your Salesforce Today, Here's What I'd Do

Salesforce isn’t failing, you are missing clear definitions. This post shows a 4-step fix: define “hot lead” in plain language, make it measurable, set handoff rules and SLAs, then build only what supports the process and delete the rest. Less chaos, more accountability, better revenue.

February 18, 2026

RevOps

Why Your Team Hates Salesforce (And How To Fix It)

Most teams think Salesforce is slow, but it’s really just built the wrong way. When you set it up to help people do their jobs faster, they’ll actually use it and your business will grow.

February 17, 2026

RevOps

You’re Using Salesforce Wrong

Most companies use Salesforce wrong. Learn how to turn your CRM into a single source of truth that drives alignment, trust, and scalable growth.

February 13, 2026

Want similar results for your company?

In just a 30-minute call, we’ll show you how to turn Salesforce into a growth engine for your business.

Talk to an Expert