HEBS had bought Salesforce. What it needed was a sales operating system. Meridien built one — proposal automation, pipeline visibility, and dashboards leadership actually used.
Salesforce was in place, but the sales process still ran on memory and manual work. Proposals took hours. Leadership had activity reports but no pipeline clarity. Deals stalled between stages with no one accountable for the next step.
Rebuilt account and opportunity structures so the CRM captured what the team and leadership actually needed — stages that matched real deal motion, fields that reflected buyer context, and workflow rules that removed silent drop-off.
Configured product catalogs and pricing so quotes and proposals could be generated from opportunity data instead of manually assembled per deal.
Technical proposals that had taken hours to build were moved into a Salesforce-connected generation flow. Sellers filled a form; the proposal came out branded, priced, and ready to send.
Installed pipeline, revenue, high-value opportunity, and individual performance dashboards. Leadership stopped asking for reports and started reading them.
Proposal creation compressed from several hours of manual work to a repeatable minutes-long workflow.
Dashboards became the source of truth for pipeline reviews, forecast conversations, and account prioritization.
The team stopped maintaining the CRM around the sales process and started running the sales process through the CRM.
Every case study follows the same operating pattern. The specifics change; the discipline does not.
Objections, stalled deals, CRM notes, call outcomes — the cheapest research on the shelf. It gets read first.
Is the list built for fit or volume? Who actually owns the problem? What is the market saying back? Where is the process leaking?
Targeting, message, CRM, or handoff — whichever is bleeding the most opportunity. Sharpen it. Move to the next.
Meridien is a sharpener, not a dependency. Engagements end with the team operating the improved workflow themselves.