Case Study: PoachedJobs achieves automated sales cycle management with Idealist Consulting

PoachedJobs - Customer Case Study

PoachedJobs, a Portland-based staffing solution for the service and hospitality industry, needed a better way to manage its national sales workload after spreadsheets and a WordPress database became hard to maintain. The small team had moved to Salesforce, but lacked a solid internal process for tracking accounts, opportunities, and performance, so they turned to Idealist consulting for help with automation, training, and best-practice guidance.

Idealist consulting optimized PoachedJobs’ Salesforce setup by building workflows, triggers, reporting, and opportunity management tools, while also improving email and call tracking. The result was a more intuitive system that saved countless hours, automatically closed open opportunities, credited salespeople correctly, and gave the team clearer visibility into leads, customer sources, conversion timing, and key performance indicators.

PoachedJobs

Kathleen Bone

State Manager