Salesforce for Sales and Field Service in an Industrial Company
A confidential project for an international industrial company with commercial and field service operations. The work focused on organising, adapting and replicating internal systems within Salesforce to support sales processes, after-sales service and operational management related to specialised equipment.
At Pibeca, we worked on the functional architecture of Salesforce, process configuration, object and workflow customisation, task automation and the improvement of traceability across sales, service and operations. The goal was to turn Salesforce into a more useful tool for both commercial and technical teams, aligned with the company’s real way of working.
The result was a more structured, scalable Salesforce system, better prepared to support sales and service processes. The project also reflects our ability to work within complex business environments, under strict confidentiality requirements and with highly specific operational needs.
Task
To organise and replicate internal processes in Salesforce for an industrial company with sales and field service operations. The challenge was to adapt the platform to real working flows, improve traceability, reduce operational friction and make it easier for different teams to manage commercial, technical and after-sales information from a shared system.
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