Streamlines Sales & R&D with Salesforce CRM
End-to-End CRM Implementation with Survey Feedback and R&D Integration
About the Organization
What began as a focus on sweeteners and health-conscious beverages has grown into a full-fledged contract manufacturing business, specializing in premium ice cream products and dry blended beverages. This transformation highlights a strategic shift toward scalable production, innovation, and quality in the fast-evolving food and beverage industry.
Challenges
The company relied heavily on spreadsheets and disconnected online tools to manage critical workflows across sales and R&D. As demand grew, these manual processes became bottlenecks—limiting visibility, slowing response times, and making it difficult to scale operations.
There was a pressing need to automate the entire sales lifecycle—from lead tracking to quotation generation—while also streamlining R&D workflows such as approvals, feedback collection, and product iteration.
What We Have Done?
- Achieved full CRM adoption, with strong uptake in R&D and follow-up tracking.
- Dashboards provided clear visibility into product trends and performance gaps.
- Enabled real-time customer feedback to drive faster product updates.
- Planned expansion into Service Cloud and Chatbot for the next growth phase.
Products Used
Valuehub implemented lead-to-quote automation to streamline the sales cycle from lead capture to quotation.
