Case study
Closed won revenue generated in year one from automation alone
A client that purchased a single reactive service was a missed opportunity. The real business was managed services — longer contracts, higher margins, stronger retention. Nobody was following up. Not because reps didn’t want to. Because there was no system telling them who to call, when to call, or what to say.
I built one.
When a one-time opportunity closed won, automation created a conversion opportunity automatically. Pre-populated with the right data from the prior deal. Assigned to the right rep based on company size, geography, or whatever criteria the sales manager wanted to configure. No manual work. No relying on someone to remember.
The territory assignment piece mattered more than it sounds. Sales managers could adjust routing themselves as their teams changed. No tickets to IT. No waiting on me. The system adapted when the business did.
When a trial product closed, same thing. A conversion opportunity appeared, pre-filled, assigned, ready to work.
The pipeline that didn’t exist before now had 10 to 20 new opportunities created every day.
Reps were on it immediately. In the first year, the system generated $800K in closed won revenue from opportunities that would have otherwise fallen through the cracks. Conservative figure.
The system still works. The opportunities still create. The constraint was never the architecture.
If your team is closing one-time deals but struggling to convert them into recurring revenue, the problem usually isn't the reps. It's that the system isn't making the next step obvious.
The most expensive Salesforce problems are usually not the technical ones. They're the ones everyone has accepted as normal.
No pitch. No pressure. 30 minutes.