Boelter Salesforce Advisory pageIndustry: Distribution
Solution: Sales Force Advisory Services

Client Profile:
Client is a national distributor to the food services industry.

Client Challenges:

This client needed to automate their Sales, Service and Quoting processes and wanted to move to a leading Cloud computing platform. They needed a Cloud based platform that could scale with the company’s future growth and integrate with several legacy platforms. In addition, the client wanted to improve existing business processes as well as integrate workflow and automation where applicable.

Messina’s Approach:

Messina Group was hired to execute a Gap/Fit analysis of Salesforce as a strategic Cloud computing platform for the client and to develop a Salesforce Roadmap and business case (3 year TCO and ROI). Messina Group assessed the client’s current state and developed the future state Use Cases for the client. Messina Group delivered the Salesforce Solution Architecture to support the future state vision, integrate workflow, and automate manual processes. The Salesforce Roadmap was created to deliver the project in manageable phases to allow the client to invest incrementally and realize business value at regular project intervals.


This national distributor was able to streamline and automate Sales, Customer Service and the Quoting processes throughout the organization. A significant benefit was realized with the Quoting process as they are able to deliver professional Quotes in minutes versus days. As a result of automating the Quoting process, GM improved. Additional improvement came through implementing tighter pricing controls with workflow for managerial pricing approval when needed.