Case Study: Technology company achieves same-day Salesforce-native meeting capture and seamless lead-to-account data transfer with Point N Time Software's Strategy Mapper

Technology company - Customer Case Study

Jane, Director of Sales Enablement for a Technology company, needed a way for inside and field sales teams to capture and share customer meeting data with a one‑week deployment deadline. Requirements included a 100% native Salesforce solution with no pre‑configuration, support for standard objects (Accounts, Campaigns, Cases, Contacts, Leads, Opportunities), preservation of meeting data when leads convert to accounts, adherence to the sales methodology, and simple configuration by meeting goals. Jane selected Strategy Mapper from Point N Time Software.

Point N Time Software delivered Strategy Mapper, a 100% native Salesforce app that required no pre‑customization and was up and running the same day—meeting the one‑week requirement. The solution supports all standard Salesforce objects, ensures meetings linked to leads carry over at conversion, and uses Meeting Templates to enforce the sales methodology while keeping the tool easy to use, enabling immediate capture and sharing of meeting information across the sales organization.