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Transforming CureWave's Sales Operations

From Lead Chaos to Pipeline Clarity with Salesforce

Sales Cloud Solution Demo

Presented by: James Bonaguro, Solutions Engineer

Solutions Engineering Case Study | July 2025

🎯 Opening Script (2 minutes):

Say: "Good morning! I'm excited to show you how Salesforce can transform CureWave's sales operations. Based on our discovery conversation, I've tailored this demo specifically to address your three critical challenges: lead routing delays, inconsistent rep follow-up, and lack of pipeline visibility. By the end of our 30 minutes together, you'll see exactly how we can help you scale from 50 to 500 people while maintaining sales excellence."

Pause for acknowledgment, then continue: "I know your time is valuable, so I'll keep this focused and interactive. Please jump in with questions as we go."

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Today's Agenda

Your roadmap to sales transformation

  • Discovery Recap - Confirming your current challenges 3 mins
  • Solution Walkthrough - Salesforce in action for CureWave 15 mins
  • Expected Outcomes - ROI and timeline projections 5 mins
  • Next Steps - Your path to implementation 5 mins
  • Q&A - Your questions and concerns 7 mins

🔄 Transition Script (30 seconds):

Say: "Let's start by confirming what we discussed about CureWave's current situation. I want to make sure we're solving the right problems before showing you the solution."

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CureWave's Current Challenges

50-person healthtech startup hitting growth barriers

🔄

Lead Routing Chaos

Leads assigned manually or randomly, causing 2-3 day delays and missed opportunities

Impact: 30% of leads go cold before assignment
📞

Inconsistent Follow-up

No standardized process for rep touchpoints, timing, or messaging

Impact: 25% conversion rate variance between reps
📊

Zero Pipeline Visibility

Management can't see deal progress, forecast, or identify at-risk opportunities

Impact: Missing revenue targets by 15-20%

🎯 Discovery Confirmation (3 minutes):

Say: "From our previous conversation, these are the three critical issues preventing CureWave from scaling effectively. Sarah, you mentioned leads sometimes sit for days before someone picks them up. Mark, you told me forecasting feels like guesswork without pipeline visibility. And the whole team struggles with inconsistent follow-up processes."

Pause and ask: "Does this accurately capture your biggest pain points?" [Wait for confirmation]

Then say: "Perfect. Now let me show you exactly how Salesforce eliminates each of these problems, starting with the one that's costing you the most deals right now - lead routing."

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Intelligent Lead Routing

From 3-day delays to 30-second assignments

Lead Enters

Web form, email, or import

Any source, any time

Auto-Qualification

Company size, geography, product fit

Instant scoring

Smart Assignment

Territory, workload, expertise

Best-fit routing

Instant Notification

Email + mobile alert to rep

Real-time alerts

CureWave's Custom Routing Rules

Enterprise (500+ employees) → Senior Account Exec
Healthcare IT decision maker → Specialist Rep
West Coast territory → Sarah's Team
Round-robin distribution → Balanced workload

🚀 Demo Script (4 minutes):

Say: "Let me show you this in action with a real example. Here's a lead that just came in from a 1,200-person hospital system in San Francisco - exactly CureWave's ideal customer profile."

Demo the flow: "Watch what happens: Salesforce instantly recognizes this as high-value based on company size and industry, automatically assigns it to Sarah because it's in her West Coast territory and she specializes in large healthcare accounts, and sends her a mobile notification within 30 seconds."

Emphasize the impact: "No more manual sorting, no more delays, no more leads falling through cracks. Sarah gets qualified leads delivered instantly, every single time. That 30% lead loss you're experiencing? Gone."

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Consistent Sales Process

Every rep follows your proven playbook

📋

Guided Selling

Step-by-step process for every deal stage with required fields and exit criteria

Automated Tasks

Follow-up reminders, next actions, and deadline tracking - nothing gets forgotten

📧

Email Templates

Proven messaging for every scenario - consistent communication across all reps

📞

Activity Tracking

Automatic call logging, email sync, and meeting notes - complete interaction history

CureWave's Sales Process: Discovery → Demo → Proposal → Negotiation → Closed Won

Each stage includes: Required qualifying questions, automatic next steps, templated communications, and exit criteria to advance

Result: Every rep follows the same proven methodology that your top performers use

🎯 Demo Script (5 minutes):

Say: "This eliminates that 25% conversion variance between your reps. Here's how: When a rep moves a deal to 'Demo Scheduled,' Salesforce automatically creates three tasks: send technical documentation, confirm attendees, and set up the demo environment."

Show the automation: "It also sends the prospect a professional confirmation email with calendar details and prep materials - using your proven template that converts best."

Connect to their pain: "Remember how you said follow-up is inconsistent? Now every rep gets the same reminders, uses the same proven messaging, and follows the same timeline. Your best practices become everyone's practices."

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Real-Time Pipeline Dashboard

Complete visibility into your sales engine

CureWave Sales Dashboard - Q3 2025

Last Updated: Live • Refreshed: Now
$2.4M
Total Pipeline Value
34
Active Opportunities
28%
Win Rate (↑5%)
45 days
Avg. Sales Cycle

Pipeline by Stage (Click any number to drill down):

Discovery
$800K (8 deals)
Avg: 12 days in stage
Demo
$600K (12 deals)
Avg: 8 days in stage
Proposal
$1M (14 deals)
Avg: 15 days in stage
⚠️ At-Risk Deals: 3 opportunities ($340K) haven't had activity in 7+ days

📊 Demo Script (6 minutes):

Say: "Mark, this is the visibility you've been missing. No more guessing about your forecast - you can see exactly what's in the pipeline, where deals are stuck, and which ones need immediate attention."

Highlight interactivity: "Click any number to drill down. See those 3 at-risk deals? Click here and you get the full list with rep names and next actions. Sarah can focus her team on the right deals at the right time."

Connect to forecasting: "Based on historical win rates by stage, you're looking at $672K in likely Q3 revenue. No more missing targets because you couldn't see what was coming."

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Expected Outcomes for CureWave

ROI projections based on similar healthtech implementations

40%
Faster Lead Response Time
From 3 days to 30 seconds
25%
Higher Conversion Rate
Consistent process + faster response
60%
Less Admin Time
Automated tasks and reporting
3X
Forecast Accuracy
Real-time pipeline visibility

12-Month ROI Projection

285%

Investment:

$45K

Licenses + implementation

Additional Revenue:

$173K

25% conversion improvement

💰 ROI Discussion (5 minutes):

Say: "Here's what success looks like for CureWave. We've seen these results consistently with similar 50-person healthtech companies. That 25% conversion improvement alone - on your current $5M pipeline - represents $1.25M in additional revenue opportunity."

Make it concrete: "Even if we capture just 15% of that upside - that's $188K in additional revenue in year one. Subtract the $45K investment, and you're looking at 285% ROI. Plus your reps save 60% on admin time, so they can focus on selling."

Address concerns: "These aren't pie-in-the-sky numbers. They're based on actual customer results from companies just like CureWave."

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Your Path Forward

From demo to deployment in 60 days

Recommended Implementation Approach:

🚀 Phase 1: Quick Wins

30-Day Pilot

Start with lead routing for 5 reps

📊 Phase 2: Full Pipeline

Days 31-45

Add dashboard and process automation

🎯 Phase 3: Scale & Optimize

Days 46-60

Roll out to entire sales team

Ready to Transform CureWave's Sales Operations?

What Happens Next:

This Week: Contract and environment setup
Week 2: Data migration and basic configuration
Week 3: Lead routing rules and testing
Week 4: User training and pilot launch

🎯 Closing Script (5 minutes):

Say: "Sarah, Mark, you've seen exactly how Salesforce solves CureWave's three biggest challenges: automated lead routing eliminates delays, guided processes ensure consistency, and real-time dashboards give you the visibility you need to hit your numbers."

Create urgency: "The 30-day pilot gives you immediate results with minimal risk. You'll see faster lead response times and better conversion rates within the first month."

Ask for commitment: "What questions do you have about moving forward? What would need to happen for you to feel confident starting the pilot in the next two weeks?"

Handle objections and close: "Based on what you've seen today, does this feel like the right solution for CureWave's growth goals?"