From Lead Chaos to Pipeline Clarity with Salesforce
Presented by: James Bonaguro, Solutions Engineer
Solutions Engineering Case Study | July 2025
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."
Your roadmap to sales transformation
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."
50-person healthtech startup hitting growth barriers
Leads assigned manually or randomly, causing 2-3 day delays and missed opportunities
Impact: 30% of leads go cold before assignmentNo standardized process for rep touchpoints, timing, or messaging
Impact: 25% conversion rate variance between repsManagement can't see deal progress, forecast, or identify at-risk opportunities
Impact: Missing revenue targets by 15-20%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."
From 3-day delays to 30-second assignments
Web form, email, or import
Any source, any timeCompany size, geography, product fit
Instant scoringTerritory, workload, expertise
Best-fit routingEmail + mobile alert to rep
Real-time alertsSay: "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."
Every rep follows your proven playbook
Step-by-step process for every deal stage with required fields and exit criteria
Follow-up reminders, next actions, and deadline tracking - nothing gets forgotten
Proven messaging for every scenario - consistent communication across all reps
Automatic call logging, email sync, and meeting notes - complete interaction history
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
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."
Complete visibility into your sales engine
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."
ROI projections based on similar healthtech implementations
$45K
Licenses + implementation$173K
25% conversion improvementSay: "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."
From demo to deployment in 60 days
30-Day Pilot
Start with lead routing for 5 reps
Days 31-45
Add dashboard and process automation
Days 46-60
Roll out to entire sales team
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?"