CASE STUDIES
Results our clients measure.
Client names are withheld under NDA, as is standard practice for our engagements.
Logistics · UAE
Leading UAE logistics group
+34% forecast accuracy in one quarter
The situation
Leadership had stopped trusting the pipeline. Stages were inconsistent across three business units, close dates were aspirational, and forecast reviews ran on spreadsheets exported from Salesforce.
What we did
We redesigned the opportunity model and stage definitions, rebuilt forecast dashboards around a single source of truth, and coached sales managers through three forecast cycles.
Results
+34% forecast accuracy vs. prior quarter
Weekly forecast reviews moved fully into Salesforce
Spreadsheet exports eliminated
Retail · GCC
GCC retail chain
92% user adoption within 90 days
The situation
Two years after implementation, store and area managers were logging activity after the fact, when they logged it at all. Management had no live view of the field.
What we did
We simplified page layouts around each role's daily work, removed 140+ unused fields, introduced mobile-first workflows and ran manager-led enablement instead of classroom training.
Results
92% weekly active usage within 90 days
140+ unused fields retired
Field visits logged same-day instead of end-of-week
Financial Services · Regional
Regional financial services firm
Duplicate records cut by 68%, reporting trusted again
The situation
Compliance and sales were working from conflicting client records. Duplicates, inconsistent ownership and free-text fields made reliable reporting impossible.
What we did
We ran a full data quality audit, deduplicated and re-keyed client records, locked critical fields behind validation, and rebuilt management reporting on the clean model.
Results
-68% duplicate client records
Single ownership model across departments
Management reporting rebuilt and adopted
Real Estate · Dubai
Dubai real estate developer
11 hours of manual work removed per agent, per week
The situation
Agents were copying lead details between WhatsApp, spreadsheets and Salesforce. Follow-ups depended on memory, and marketing had no reliable attribution.
What we did
We integrated WhatsApp conversations into Salesforce, automated lead routing and follow-up tasks, and connected campaign attribution end to end.
Results
~11 hours/week of manual work removed per agent
Lead response time down from hours to minutes
Marketing attribution connected end to end
Your Salesforce could be the next case study.
Start with a Health Check: a structured audit of your Salesforce that surfaces the highest-priority issues and a clear path to fix them.