Client Success: Simplifying Processes, Empowering Sales Teams

In the food packaging industry, getting products to market quickly (and keeping them fresh) takes more than great materials. It takes great systems. Serving customers across North America, this company provides full-service food packaging solutions. But behind the scenes, their sales operations needed the same level of efficiency they delivered to their customers.

Challenges

After transitioning from Salesforce Professional to Enterprise Edition, the team struggled with inefficiencies that slowed sales and clouded visibility. User interfaces were inconsistent, selling stages were overly complex, and lead management lacked structure. The absence of a clear way to create or track sample requests, combined with outdated reporting, made it difficult for teams to work efficiently or make data-driven decisions.

Solution

Ascend Technologies reimagined the company’s Salesforce environment to improve usability, automation, and insight. We implemented geographic territory management across North America, streamlined the selling process, and delivered a modernized, intuitive interface. A new automated Sample Request feature, with workflows and email notifications, simplified internal communication, while centralized dashboards gave leadership accurate, real-time visibility into performance. Comprehensive training for users and admins ensured the improvements would last.

Outcome

With 100% of users migrated to Salesforce Lightning, the company now operates on a faster, more intuitive platform built for growth. Teams can submit and track sample requests effortlessly, work within a simplified sales process, and rely on real-time dashboards instead of manual spreadsheets. The result is greater efficiency, visibility, and confidence in their data—freeing them to focus on what they do best: serving customers and delivering packaging solutions that move products to market faster.

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