Case Study: ABC improves customer engagement visibility with Twistellar Salesforce Sales Cloud reports upgrade

ABC upgrades Salesforce reporting in 2025 with Twistellar

ABC, a leading engineering firm in Denmark, faced a challenge in structuring its customer engagement and sales activities because it operates without a dedicated sales team, relying instead on its engineers. To bring greater organization to its commercial efforts, the company moved to Salesforce but needed a configuration that supported its unique hybrid model. They enlisted Twistellar to upgrade their Salesforce Sales Cloud reports and implement Einstein Activity Capture.

Twistellar implemented a solution by upgrading ABC's Salesforce Sales Cloud reports and dashboards and enabling Einstein Activity Capture to automatically log customer interactions. This provided the engineers with the tools to easily track engagements, manage relationships, and monitor commercial goals without disrupting their project work. As a result, ABC gained enhanced visibility into customer engagement and commercial performance, allowing them to identify gaps, react to opportunities promptly, and ensure no potential lead was overlooked.

ABC