Case Study: Elementum achieves scalable SaaS sales reporting and forecasting with West Coast Consulting Group's Sales Cloud revamp

Elementum revamps CRM in 6 weeks with West Coast Consulting Group

Elementum, a cloud supply chain provider, faced challenges managing its explosive growth with an outdated CRM system that couldn't support its subscription sales process. The company needed to accurately track pipeline and opportunities based on its SaaS model. To address this, Elementum partnered with West Coast Consulting Group to revamp its sales operations using Sales Cloud.

West Coast Consulting Group redesigned the sales process, implemented new forecasting and quota management, and deployed the S3 sales methodology. The solution provided global dashboards for tracking performance and pipeline. As a result, Elementum gained the ability to manage key SaaS metrics like ACV and TCV and gained real-time access to up-to-date sales information via mobile. The vendor successfully delivered a complete CRM revamp in just six weeks.

Elementum