Client Overview
A prominent metal distribution company serving contractors, fabricators, machine shops, and manufacturers across the American Southwest and northern Mexico. With seven strategic locations and a growing portfolio through recent acquisitions, the organization needed to enhance sales reach, streamline operations, and elevate customer service delivery.
The Challenge
Following rapid growth through acquisitions, the client faced critical questions:
- How could they maximize their Salesforce investment to support expansion?
- Where were the bottlenecks preventing operational efficiency?
- What opportunities existed to improve customer service across multiple locations?
- How could they prioritize improvements for maximum impact?
The Selectiva Approach
Discovery Phase
We began with a complimentary 90-minute Salesforce workshop designed to surface bottlenecks and uncover hidden opportunities. This collaborative session allowed us to understand their unique challenges and goals.
Deep-Dive Assessment
Following the workshop, our team conducted a comprehensive review:
- Salesforce Org Audit: Evaluated current configuration, data quality, and system utilization
- Process Analysis: Mapped existing workflows across sales, operations, and customer service
- Opportunity Identification: Categorized improvements into three tiers:
- Quick wins for immediate impact
- Medium-scale fixes for operational enhancement
- Long-term strategic initiatives for sustained growth
Strategic Prioritization
In partnership with the client’s team, we developed a prioritized roadmap focused on delivering fast, measurable results while building toward strategic objectives.
The Solution
Based on our assessment, the client engaged Selectiva for ongoing managed Salesforce services—a flexible engagement model that combines:
- Strategic Guidance: Continuous consultation on Salesforce best practices and optimization strategies
- Tactical Execution: Hands-on implementation, configuration, and support
- Project Momentum: Dedicated resources to keep initiatives moving forward without overwhelming internal teams
- Scalable Support: Right-sized service delivery that grows with their needs
Results & Impact
The managed services model enabled the client to:
- Implement improvements without adding full-time headcount
- Maintain project velocity across multiple initiatives simultaneously
- Access expert Salesforce knowledge on demand
- Scale support flexibly as business needs evolve
- Focus internal resources on core business operations
Why It Worked
Collaborative Discovery: Starting with a no-cost workshop, we built trust and ensured alignment before any commitment.
Practical Prioritization: By categorizing opportunities into quick wins, medium fixes, and strategic initiatives, we helped the client see a clear path forward.
Flexible Engagement: Managed services provided the perfect balance between strategic thinking and hands-on execution, adapting to the client’s pace and priorities.
