Case Study: Others
How a sportswellness firm achieved 32% more conversions and 20% cost savings
Expert-led transformation to optimize Salesforce and create tailored workflows.
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.
What the Client Said
“Our Salesforce transformation with Korcomptenz has revolutionized our operations, leading to improved customer engagement and data accuracy. We now have the tools to deliver exceptional fitness experiences to our members.”