A U.S. Manufacturing-Sector Metals Distributor
A manufacturing-sector metals distributor based in the U.S., processing 80+ sales quotes daily across two order types, transactional and contractual. A mid-sized but high-volume operation, they needed a scalable CRM infrastructure to match their growing sales complexity and team demands.
The Full Story
The Challenge
This company was running Salesforce for three years, but nobody was using it. Reps bypassed it entirely, deals vanished without a trace, and the business had no visibility into its own pipeline.
The Solution
Foundree42 delivered a structured discovery engagement with six key recommendations, including a Salesforce Sales Cloud redesign, eight Salesforce-Inveox integration points, a formal RACI framework, and a phased Crawl-Walk-Run roadmap.
The Impact
A $24–40M revenue opportunity uncovered. Leadership fully aligned for the first time. Five years of frustration traced back to one root cause, and a roadmap built to last.