Project Overview
Cordance sought to modernize customer relationship management and standardize sales processes across its portfolio of SaaS companies. Closeloop implemented a Salesforce solution with tailored configurations and integrated it with downstream systems to unify data, automate workflows, and deliver real-time insights. The result was streamlined CRM adoption, improved sales productivity, and enhanced cross-platform data transparency.
Business Challenges
- Disparate CRM usage and processes across portfolio companies.
- Manual tracking of leads, opportunities, and sales activities.
- Siloed customer data limited visibility and reporting accuracy.
- Lack of integration between CRM and billing/finance systems.
- Need for standardized workflow and real-time insights.
Solution
- Implemented Salesforce CRM with standardized objects and flows.
- Unified lead and opportunity management across teams.
- Automated workflows for lead assignment and follow-ups.
- Integrated Salesforce with downstream billing/ERP systems.
- Built consistent reporting dashboards for sales performance.
Approach
- Evaluated existing CRM tools and business processes.
- Designed Salesforce architecture to support multi-entity SaaS needs.
- Built custom automation and security models.
- Integrated with external systems to sync customer, billing, and opportunity data.
- Iterative testing and user training to accelerate adoption.
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