Prolifiq
14 Case Studies
A Prolifiq Case Study
Trinity Industries, an industrial manufacturing and railcar leasing company, faced a challenge with inconsistent account planning. Their critical account intelligence was scattered across disconnected Microsoft tools like Word, Excel, and OneNote, which did not integrate with their Salesforce CRM. This siloed data prevented leadership from having visibility into account health and made it impossible to standardize best practices across departments. They turned to Prolifiq for a centralized account planning solution.
Prolifiq implemented its Salesforce-native account planning software, which was flexible enough to accommodate the unique processes of each department within Trinity. The solution provided custom templates and visual relationship maps, turning account plans into living documents updated in real time. As a result, Trinity achieved a 22% increase in pipeline for accounts using Prolifiq, a 17% higher win rate, and a 27% increase in Salesforce usage across their revenue organization.