Holloway Tech Consulting
Results

Salesforce Consulting Results That Speak for Themselves

Real outcomes from real engagements — across nonprofits, healthcare organizations, professional services firms, and enterprise teams.

Nonprofit · Flow Automation
15 hrs/wk
Saved in manual work
75%
Reduction in data entry
3 teams
Unified on one system

Services Delivered

Salesforce Flow AutomationReporting & DashboardsData Cleanup

Nonprofit Reduces Manual Data Entry by 75% with Salesforce Flow Automation

Saved 15+ hours/week and eliminated spreadsheet tracking entirely.

A mid-sized nonprofit was spending 15+ hours per week on manual Salesforce data entry across donor records, grant tracking, and program reporting. Staff were duplicating work across spreadsheets and Salesforce, creating data quality issues and reporting delays.

The Challenge

The organization had no automation in place. Every donor gift, grant update, and program milestone required manual entry by staff — leading to errors, delays, and burnout.

The Solution

Designed and deployed a series of Salesforce Flow automations to handle record creation, field updates, task assignments, and email notifications automatically. Consolidated spreadsheet workflows directly into Salesforce and built a real-time dashboard for leadership.

Key Outcomes

  • 75% reduction in manual data entry hours per week
  • Eliminated duplicate spreadsheet tracking entirely
  • Real-time donor and grant dashboards for leadership
  • Staff onboarding time for Salesforce reduced by 40%

Facing a similar challenge in your Nonprofit environment?

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Enterprise · CPQ
60%
Faster quote turnaround
100%
Pricing consistency
Real-time
Pipeline visibility

Services Delivered

Salesforce CPQSales Cloud OptimizationApproval Automation

Professional Services Firm Cuts Quote Turnaround Time in Half with Salesforce CPQ

Quote turnaround dropped from 5 days to under 2 — with zero pricing errors.

A growing professional services company was losing deals due to slow, error-prone quoting. Sales reps were building quotes manually in spreadsheets, leading to pricing inconsistencies, approval bottlenecks, and an average 5-day quote turnaround.

The Challenge

No standardized quoting process existed. Pricing rules lived in spreadsheets, discounting was inconsistent, and approvals required back-and-forth emails — slowing the sales cycle significantly.

The Solution

Implemented Salesforce CPQ with standardized product bundles, automated pricing rules, discount approval workflows, and branded quote templates. Integrated CPQ with the existing Salesforce Sales Cloud environment.

Key Outcomes

  • Quote turnaround reduced from 5 days to under 2 days
  • Pricing consistency improved across all sales reps
  • Automated approval workflows eliminated email bottlenecks
  • Sales leadership gained real-time pipeline and quote visibility

Facing a similar challenge in your Professional Services environment?

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Healthcare · Reporting
8 hrs/wk
Saved in reporting time
6 dashboards
Built for leadership
Real-time
Operational visibility

Services Delivered

Reporting & DashboardsData Cleanup & GovernanceSalesforce Consulting

Behavioral Health Organization Gains Full Operational Visibility Through Custom Dashboards

Eliminated 8 hrs/week of manual Excel reporting with real-time dashboards.

A behavioral health organization was operating without reliable reporting. Leadership was making decisions based on outdated exports and manual spreadsheet summaries, with no real-time visibility into referrals, caseloads, or program outcomes.

The Challenge

Salesforce contained the data, but no reporting infrastructure existed. Staff were exporting records to Excel weekly and building manual summaries — a process that was slow, error-prone, and unsustainable.

The Solution

Audited the existing Salesforce data model, cleaned up data quality issues, and built a full reporting and dashboard suite covering referral tracking, caseload management, program outcomes, and staff productivity.

Key Outcomes

  • Eliminated weekly manual Excel reporting entirely
  • Leadership dashboard updated in real time
  • Referral-to-intake tracking improved decision-making speed
  • Data quality issues resolved through validation rules and cleanup

Facing a similar challenge in your Healthcare environment?

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Enterprise · Data Quality
50k+
Records cleaned
Restored
Data integrity
Rebuilt
Core reporting suite

Services Delivered

Data Cleanup & GovernanceCRM AssessmentReporting & Dashboards

Enterprise CRM Cleanup Restores Data Integrity Across 50,000+ Records

50,000+ records cleaned — leadership trusted the CRM again within weeks.

A technology company had accumulated years of duplicate records, inconsistent field usage, and broken workflows in their Salesforce org. Reports were unreliable, sales reps distrusted the data, and leadership had lost confidence in CRM-driven decisions.

The Challenge

The Salesforce org had grown organically without governance. Duplicate accounts and contacts, inconsistent naming conventions, and unused fields made reporting inaccurate and user adoption low.

The Solution

Conducted a full Salesforce CRM assessment, identified and merged duplicate records, standardized field usage and naming conventions, implemented validation rules, and rebuilt core reports and dashboards on clean data.

Key Outcomes

  • 50,000+ records cleaned, deduplicated, and standardized
  • Reporting accuracy restored — leadership re-engaged with CRM data
  • Validation rules prevent future data quality degradation
  • Sales team adoption increased significantly post-cleanup

Facing a similar challenge in your Technology / Enterprise environment?

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Ready to See Results Like These?

Every engagement starts with a free discovery call. We'll assess your current Salesforce environment and outline a clear path to improvement.

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