Case Study: Harvey Performance Company transforms sales, marketing, and acquisition onboarding with OpFocus and Salesforce

Harvey Performance Company cuts custom quote time by 50% with OpFocus

Harvey Performance Company, a manufacturer of specialty tools, faced significant operational challenges due to its reliance on manual processes and disparate systems. This hindered sales and made it difficult to onboard newly acquired companies. OpFocus was engaged to help implement an integrated CRM solution to digitize and automate their operations.

OpFocus implemented Salesforce Sales Cloud, Pardot, and Salesforce CPQ to create a centralized system. This solution automated quote generation, streamlined marketing operations, and provided a single source of data. The results were substantial, including a 50% reduction in custom quote creation time and savings of thousands of administrative hours annually. The new system also allowed Harvey Performance to quickly integrate acquired companies, facilitating their growth strategy.

Harvey Performance Company