Case Study: Badger Meter improves sales process flow with Cloud Sherpas and Salesforce

Badger Meter improves sales process flow With Salesforce

Badger Meter, a utilities manufacturer, faced operational inefficiencies after several acquisitions left it with overlapping CRM and ERP systems. To support its continued growth, the company needed to consolidate its technology and refine its business practices. Badger Meter chose to implement Salesforce and partnered with Cloud Sherpas for the deployment and training to ensure a successful rollout.

Cloud Sherpas focused on driving user adoption through internal selling and high-level training, which included customized guides and role-specific classes. The implementation was one of the fastest in the company's history and was met with strong support from leadership. The results were immediately positive, with the sales team using Chatter for collaboration and the entire platform providing a single, unified system for all customer information. The success of the initial rollout created demand from other business units, and Badger Meter is now planning the next phase of its Salesforce implementation with Cloud Sherpas.

Badger Meter

John Erskine III

Director of Industrial Sales