Case Study: a U.S.-based education-focused architecture firm improves revenue visibility with Protiviti's Salesforce-enabled revenue system

Architecture Firm Connects Salesforce to Revenue Growth

The customer, a U.S.-based, education-focused architecture firm, faced inconsistent processes and disconnected systems that limited revenue visibility and confidence in its pipeline reporting. To address this, the firm partnered with Protiviti for a Salesforce-enabled revenue system transformation.

Protiviti helped the client align leadership, standardize revenue processes, and improve data governance, positioning Salesforce as the foundation of a connected revenue ecosystem. The results included improved confidence in pipeline and forecast reporting, reduced duplicate records, and a scalable operating model for future growth. Protiviti's solution also helped the client exceed a record completeness goal of over 95%.