Case Study: Poached Jobs automates its sales cycle with Idealist Consulting

Poached Jobs saves countless hours automating Salesforce workflows with Idealist Consulting

Poached Jobs, a Portland-based staffing solution for the hospitality industry, faced challenges managing its national sales workload with inefficient Excel spreadsheets and a WordPress database. Their small team struggled with inconsistent and unregulated use of Salesforce, needing support for automation and process flows. They reached out to Idealist Consulting for help optimizing the platform to better track opportunities and accounts.

Idealist Consulting implemented automated workflows and triggers in Salesforce for Poached Jobs, enabling the automatic closing of opportunities and providing clear reporting on key performance indicators. This solution saved the team countless hours by eliminating manual processes, provided valuable insight into their sales lifecycle, and helped motivate the team by allowing them to easily track progress toward their goals.

Poached Jobs