Saggezza
30 Case Studies
A Saggezza Case Study
Bulley & Andrews, a Chicago-based construction firm with a long history dating back to 1891, needed a better way to scale its sales operations as the business grew. The company was relying on spreadsheets, meetings, and multiple software tools to document customer interactions, project details, and lead activity, which made sharing information repetitive and made it difficult to track prospective clients effectively. Bulley & Andrews turned to Saggezza for help, using Salesforce Sales Cloud to modernize its sales process.
Saggezza implemented Salesforce Sales Cloud with customized interfaces for accounts, contacts, projects, and leads, while also integrating it with Bulley & Andrews’ existing Procore system. The new solution created a single system of record for lead management and improved visibility across the organization through reports, list views, and dashboards. As a result, Bulley & Andrews eliminated technical debt, redundancies, and rework by 90%, giving teams and leadership clearer insight into current and future projects.