How Salesforce Streamlined CRM Operations and Optimized Sales By 40% at DesignUnity

Key Metrics

35–45% Improvement in Lead Handling Efficiency

A standardized data model and role-based visibility streamlined lead intake.

Up to 40% Faster Sales Cycles

Automated quoting and approval workflows removed offline bottlenecks.

42% Higher Compliance and Transparency

Experience Cloud digital sign-offs replaced offline customer confirmations.

10–15 Hours Saved Per Week

Manual data entry and document handling steps were eliminated.

20–30% Clearer Forecasting

Unified dashboards and predictive analytics improved pipeline visibility.

Overview

DesignUnity struggled with a fragmented CRM that slowed sales, increased manual work, and limited visibility for leadership. TechWish implemented a unified Salesforce Sales Cloud solution with automation, dynamic workflows, and Experience Cloud sign-offs. The transformation accelerated quoting, improved forecasting accuracy, and strengthened data consistency across teams. Download the full case study to learn more.

How Salesforce Streamlined CRM Operations and Optimized Sales By 40% at DesignUnity — cover

How Salesforce Streamlined CRM Operations and Optimized Sales By 40% at DesignUnity

35–45% Improvement in Lead Handling Efficiency

Up to 40% Faster Sales Cycles

42% Higher Compliance and Transparency

10–15 Hours Saved Per Week

20–30% Clearer Forecasting

Overview

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