Case Study: 5P Consulting achieves 50% time savings and company-wide visibility with Salesforce Essentials (Salesforce)

5P Consulting helps companies disrupt industries, not families

5P Consulting, founded in 2016 by Y'vonne Ormond, is a values-driven consulting firm that prioritizes customer experience, employee flexibility, and measurable client ROI. Serving enterprise clients across industries, the 20-person firm followed a "five Ps" framework (people, process, products, profit and loss, priorities) but struggled with internal information silos—staff lived in email, had limited visibility into sales and project activity, and needed an affordable CRM built for a small team.

5P implemented Salesforce Essentials to centralize communications and workflows—using Chatter, Lightning for Gmail, Files Connect, Salesforce Inbox with Einstein Activity Capture, and DocuSign—while planning integrations for project management, time tracking, and financials. The change delivered measurable benefits, including a 50% time savings from Einstein Activity Capture, clearer team accountability and pipeline visibility, faster sales-cycle management, and better work–life balance for leadership.

5P Consulting

Y’vonne Ormond

Chief Executive Officer and Founder