About the Client
A leading sports and wellness provider operating across multiple states.
The Challenges
- Low Salesforce utilization across multiple facilities.
- Inefficient configuration, leading to broken workflows.
- Lack of multi-facility support, hampering sales processes.
- Missing key functionalities: no group sales or post-onboarding services.
- Lost leads and missed opportunities due to system gaps.
- Data integrity issues undermining growth potential.
The Solutions
- Tailored, rapid‑development Salesforce optimization using Lightning apps.
- Enforced Lightning across all users for consistent, modern UX.
- Integrated Pardot to enable marketing attribution, lead scoring, and campaign reporting.
- Customized workflows for membership and personal training sales processes.
- ERP integration to unify member data and improve cross‑system visibility.
The Benefits
- Dramatic increase in Salesforce adoption and data accuracy, empowering reliable CRM usage.
- Streamlined lead, contact, and opportunity tracking, enhancing sales team efficiency.
- Improved management visibility, enabling smarter decision‑making and oversight.
- Unified view of members via ERP integration, delivering richer customer insights.

