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A global financial services company serving as the engine behind many major technology financing programs faced a common yet critical challenge: a misaligned Salesforce implementation. The platform had already been selected, but prior internal and external efforts to configure it had fallen short. The organization’s international sales team, which operated through complex channel partnerships, had no effective way to coordinate activity or manage deal flows within the system.
The implementation delays weren’t due to the technology itself, but rather a lack of fit between the tool and the company’s indirect sales model. Traditional CRM setups couldn’t accommodate their unique process, which required tight integration between hardware vendors and financing specialists. Leadership knew the window for transformation was narrow and couldn’t afford another misstep.
We were brought in to execute a rapid, purpose-built Salesforce deployment. Our team didn’t just configure the platform—we reimagined it to mirror the company’s channel-driven sales structure. Over an eight-week period, we worked closely with client stakeholders to design and deliver a fully customized Salesforce solution tailored to the intricacies of indirect sales.
This included custom workflows that enabled seamless collaboration between vendor partners and the internal financing team. Rather than treat Salesforce as a generic tool, we aligned the system to the business’s real-world operations, accounting for deal handoffs, layered approvals and territory-based collaboration among over 20 global users. The result was a platform that felt native to how the organization worked—not one that forced workarounds.
The new Salesforce instance went live on time, fully tailored to the company’s sales model, with strong adoption across the global team. It allowed for clearer visibility, faster coordination and better execution across complex financing transactions. Most importantly, the business could finally realize the ROI of its Salesforce investment.
In the client’s own words, it was “the best outsourcing experience we’ve ever had.”