Case Study: Post Office achieves improved sales engagement and CRM adoption with Cloudapps

Why Modern Sales Leaders Coach for Success

Post Office (Post Office Money) faced the challenge of moving a nationally dispersed, largely paper-based sales force across 11,500 branches onto a modern CRM while maintaining customer relationships and coaching remote teams. Cloudapps supported this transition by pairing CRM enablement with a structured coaching programme to drive adoption, engagement and behaviour change across the organisation.

Cloudapps delivered a staged rollout using local “champions,” monitored sales behaviours and KPIs, and introduced gamification and simple rewards to reinforce desired actions. The approach produced measurable gains: richer customer records and longer captured conversations, faster follow-up that improved lead conversion and cut meeting “no shows,” and noticeably better data quality and team engagement across the Post Office network.

Post Office

John O’Neill

Salesforce ImplementaNon Manager