Case Study: The IT Architect achieves centralized, mobile-enabled sales operations with SMBHD and Salesforce Sales Cloud

The IT Architect centralizes sales data and Google Suite integration for under $7k with SMBHD

The IT Architect, an information technology professional services firm, struggled with inefficient legacy processes. Their national team used disconnected Google Suite tools and spreadsheets, which did not scale and prevented centralized sales management. They partnered with SMBHD to find a solution that could centralize their data, automate sales processes, and integrate with Google Suite, all on a limited budget.

SMBHD implemented a cost-effective Salesforce Sales Cloud solution. This provided real-time integration with Google Suite, mobile accessibility, and centralized all core sales data. The project automated alerts for the sales team and delivered highly customized reports and dashboards. As a result, ITA gained significant benefits in client response time and overall productivity.

The IT Architect