Case Study

Anonymised Client Profile

Industry Policy & Research
Years in Business 20+ Years
Client Location Washington D.C., USA
Organisation Size 200–500 Staff
Background

About the Organisation

Large manufacturing organisation (1000+ Salesforce users) has a requirement to automate sales opportunities, revenue forecasts and planning using the Salesforce platform with the objective to transform their current process from spreadsheet input to Sales cloud.

Technology Stack

Products Used

Our Approach

The Girikon Team Solution Approach

Girikon’s team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes.

The plan included a carefully executed change management plan with the objective to ensure buy-in to the Salesforce platform and ensuring that the client’s team were onboard throughout the journey.

The Implementation plan included the following:

Extensive training schedule

Early visibility of data with the newly developed forecast modules

Working collaboratively with the team to understand requirements and “as is” processes and Designing/developing a solution well suited the client’s needs

The Features

Key Highlights and Features

  • Custom solution for IHS (automobile industry forecast data provider) data upload
  • Long- and short-range forecasting based on the overall market projections
  • Revenue and margin calculations for opportunities based on Build, Take Ratio and Sales Price
  • Complex Reports and Dashboards for senior management

Mark Luethe, North America Sales Manager ITW Global Tyre Repair provided the following testimonial:

“Girikon has been able to take Salesforce and customize it to meet our needs. I would recommend them for future projects!”

Client Feedback

Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.

Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA

See How Girikon Can Help Your Organisation

Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.

HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations