A global technology leader operating in the inkjet printing space, was struggling with a lengthy and complex sales cycle, one that relied heavily on trials and proof-of-concept builds to move deals forward. Sales and technical teams were working across disconnected systems, managing critical processes manually on an outdated database, which made it difficult to gain a complete view of customers, track opportunities, or understand pipeline health in real time. Reporting and data visualization were cumbersome, offering little insight into performance or deal progression. With no automation in place, administrative work kept increasing, and the overall sales process became slow, fragmented, and difficult to scale. The client needed an updated sales platform, one that could offer a holistic pipeline view across the entire business.
Ascendion partnered with the client to design and implement a tailored Salesforce platform using Sales Cloud, Service Cloud, and custom development, working closely with stakeholders through a Design and Define phase to map current processes, identify inefficiencies, and prioritize speed to value.
Salesforce’s native automation was leveraged to streamline sales and service workflows, while custom capabilities were built specifically to support complex, trial-driven engagements. Centralized data enabled real-time dashboards and reporting, allowing teams to easily track pipeline, performance, and customer progress through intuitive, low-effort visualizations.
Tech Stack:
Established a centralized Salesforce platform serving as a single source of truth across sales and service operations.
Improved collaboration between business and technical teams through shared visibility and aligned processes.
Enabled real-time pipeline visibility and lifecycle reporting through intuitive dashboards.
Increased operational efficiency by automating manual, admin-heavy sales activities.
