The Before
ContractPodAI had outgrown a starter edition of Salesforce as it expanded internationally. Limited dashboards, reporting and configuration could not provide the insight, security or regional control needed for new territories and a fast-growing sales team.
The After
We upgraded the business to Salesforce Lightning Enterprise, introduced a secure international hierarchy and sharing model, enabled forecasting, cleansed data and rebuilt layouts and dashboards. Extensive training helped teams use workflows and the wider platform confidently.
The Results
Salespeople gained clearer productivity and pipeline visibility across regions and currencies. Historical data became accessible, reporting accuracy improved and the business gained a more sophisticated, secure Salesforce foundation for new territories and users.
