CFT Recycling – Salesforce Sales Cloud Quickstart
Unified customer
data into a single Salesforce Sales Cloud instance
One-click
invoicing reduced manual processing errors
Real-time
dashboards delivered performance visibility for management
CFT Recycling, a growing environmental services provider, faced fragmented customer data, limited sales visibility, and inefficient reporting processes. Sales records were scattered, revenue reporting was manual, and management lacked insight into sales rep performance. Through a focused Salesforce Sales Cloud Quickstart, CUBE84 designed a tailored CRM environment that unified customer data, streamlined quoting and invoicing, and delivered actionable dashboards. The result was structured sales operations, improved productivity, and full visibility across the revenue lifecycle.
CFT Recycling is a Canadian environmental services company providing recycling and waste management solutions to businesses. Their operations require strong customer relationship tracking, consistent quoting processes, and clear performance oversight to support growth.
CUBE84 delivered a Salesforce Sales Cloud Quickstart engagement designed to modernize sales operations and centralize data. Key components included custom-designed Salesforce Sales Cloud instance aligned to CFT’s sales process, outlook integration for streamlined email communication, Product and Quote configuration enabling one-click invoicing and email delivery, website lead generation form integration for seamless tracking, and reports and dashboards providing management-level performance insights.
The solution created a structured, scalable sales foundation without overcomplicating the system.
The operational challenge extended well beyond disorganized records. Leadership did not have a consolidated view of pipeline performance or rep productivity, making it difficult to assess what was driving results. Reporting relied on manual compilation, which consumed valuable time and introduced unnecessary risk. Two beliefs reinforced the urgency. The team understood they could not scale without visibility into what was working. They also recognized that manual processes would continue to slow growth. At its core, the issue was operational control and the ability to manage performance with confidence.
CUBE84 began by mapping CFT Recycling’s existing sales journey and identifying breakdown points. A tailored Salesforce Sales Cloud configuration was built to align directly with their workflow.
Customer and lead records were centralized, eliminating fragmented tracking. Website lead generation forms were integrated to automatically create and route new prospects. Outlook integration connected email communication directly to Salesforce records, improving activity tracking.
Products and Quotes were structured to support rapid proposal creation and one-click invoicing. Automated reports and dashboards were configured to give management immediate visibility into pipeline, activities, and revenue metrics.
The Quickstart approach ensured focused delivery while laying a scalable foundation.
After implementation, CFT Recycling gained a unified system of record for all customer interactions.
Sales representatives operate within a clear workflow. Management reviews dashboards instead of assembling manual spreadsheets. Invoice creation is streamlined and accurate. Customer response times improved as information became immediately accessible.
Sales operations shifted from reactive to structured. Visibility replaced assumption.
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