80% Improvement in Data Accuracy with Real-Time Partner Billing Visibility

Smile Source – Salesforce Sales Cloud Implementation

80% Improvement in Data Accuracy with Real-Time Partner Billing Visibility

Sales Cloud & Service
Cloud deployed
in an accelerated Quickstart delivery.

Centralized operational data
eliminating offline records and inefficiencies.

Faster issue resolution
through structured case and work order management.

Executive Summary

Agritech America faced fragmented processes, inconsistent data, and slow issue resolution that impeded revenue growth and customer satisfaction. CUBE84 delivered a Salesforce Quickstart engagement with Sales Cloud and Service Cloud. The result was centralized data, automated lead capture, standardized processes, and faster service resolution. Outcomes included more reliable insights, predictable workflows, and reduced operational delays.

Who They Are

Agritech America integrates technology into agriculture to boost yield and reduce operating costs. Before Salesforce, the company managed sales and service work through disparate tools and manual steps. This led to inconsistent follow-ups, limited visibility, and delayed customer support responses.

Salesforce Solution Summary

CUBE84 executed a Quickstart implementation of Salesforce Sales Cloud and Service Cloud to unify sales and support workflows. Core components included a centralized data model, automated lead intake, standardized sales and service stages, and structured case and work order tracking. This Quickstart established a foundation for predictable operations and future scalability.

At A Glance

Impact Area

Before

After

Data Management

Manual, offline records

Centralized, accurate data accessible across teams

Lead Handling

Ad-hoc tracking

Automated web-to-lead capture & assignment

Sales Process

Inconsistent stages

Standardized sales pipeline stages

Service Resolution

Emails & phone only

Structured case management with assignment

Work Orders

Manual scheduling

Optimized work order tracking

Beyond The Surface Problem

Agritech America’s processes relied on fragmented systems that varied by team and task. Sales often duplicated work and missed opportunities. Service teams lacked a trackable queue for support issues. The organization believed manual coordination was adequate because teams managed through personal workarounds. This belief masked deeper operational risk and inconsistency.

Gusmer’s Objective

Build a single system for sales and service operations.
Automate lead capture and assign responsibility.
Standardize processes to reduce variability and delays.

Here’s How We Did It:

CUBE84 began with discovery sessions to map current data sources, handoffs, and bottlenecks. We configured Salesforce Sales Cloud for standardized lead, account, and opportunity tracking. A Web-to-Lead form was implemented to eliminate manual entry and speed assignment workflows. Sales stages were defined to reflect Agritech America’s revenue process.

For customer support, Service Cloud was set up with a structured case management system. Queues, assignment rules, and standard resolution steps ensured consistent handling of issues. Work order objects were introduced for scheduling and resource allocation. All processes were documented alongside training for rapid adoption.

Transformation In Motion

After go-live, centralized data eliminated the inefficiencies of offline tracking. Sales teams responded faster and more consistently thanks to automated lead capture and defined pipeline stages. Support teams gained visibility and accountability with structured case workflows. Work order tracking improved internal scheduling and reduced downtime in production planning. These changes delivered predictable operations and set a foundation for ongoing enhancements.