How One Company Transformed Their Salesforce Chaos into Clarity

nolson34
May 28
4 min read

Sometimes, the right tool is already in your hands—but it’s not working the way it should.

That was the case for one global climate-tech company whose mission is rooted in sustainability and innovation. While their forward-thinking science was reshaping their industry, their internal systems—particularly Salesforce—were holding them back.

Enter SETGO Partners.

What started as a CRM clean-up quickly evolved into a transformation in sales operations, data confidence, and team alignment. Together, we turned Salesforce into the powerful, user-friendly tool it was meant to be—and built a trusted partnership along the way.

Case Study Highlights

Client Industry: Biotechnology/Sustainable Energy
Problem: Disjointed sales data, poor adoption, failed partner engagement
SETGO’s Solution: Design a simplified, scalable Salesforce experience focused on data clarity, process alignment, and team usability
Outcome: Centralized CRM, streamlined sales process, empowered internal team

The Problem: Innovation Without Infrastructure

Despite having Salesforce in place, the cracks were impossible to ignore.

Sales data was scattered across spreadsheets. Forecasts felt like guesses. Sales leaders lacked visibility, and teams were wasting hours trying to reconcile conflicting reports. Everyone had developed their own workflows, leading to misaligned handoffs and inconsistent reporting.

For a science-led, mission-driven company evolving fast, their internal systems simply weren’t keeping pace. Their Salesforce instance had been patched together by multiple players over time—none of whom fully understood the business. The result was a system no one trusted or wanted to use.

They even explored working with another Salesforce partner—but the misalignment was obvious, and the relationship never moved forward.

The Solution: A Partner Who Listens

Then they were introduced to SETGO. The difference was immediate.

We spoke with the company’s project lead, who shared what made this partnership different from the start.

“It was mostly about how well SETGO listened and understood our business needs compared to the other partner.”

This wasn’t a team new to Salesforce—they had internal experience and a clear vision of what they wanted the system to do. What they needed was a partner who could bridge the gap between technical implementation and practical, strategic alignment.

SETGO delivered just that.

“Most of our team already had Salesforce experience and knew what we wanted technically. SETGO balanced the relationship well by listening and offering advice when needed, suggesting better ways to achieve our business objectives.”

Rather than jumping to solutions, the team focused first on understanding the bigger picture; what the business needed, where the friction was, and how Salesforce could reduce complexity, not add to it.

From the start, every move was intentional—built around how the system could support smarter decisions, smoother processes, and easier adoption.

“We had clear expectations and received hour estimates before approval. SETGO was supportive with good email communication and suggested calls when necessary. We really appreciated the shared document for tracking requests and progress in real-time—it made everything incredibly efficient.”

Transformation in Action

From Spreadsheets to Systematized Sales

The most immediate improvement came from bringing scattered sales data, previously split across countless spreadsheets, into one centralized CRM.

“The biggest improvement was centralizing sales data. The customized system also enforced consistent adherence to our sales process across the team.”

Salesforce became more than a data tool. It became a source of truth and structure for the team’s daily operations.

Usability Without Unnecessary Complexity

Rather than overwhelming the team with every possible feature, SETGO kept things practical and aligned with business needs.

“One of the best takeaways was something SETGO said early on: just because Salesforce has a functionality doesn’t mean you need to use it. That advice helped us focus on what actually mattered and avoid unnecessary complexity.”

That mindset made all the difference. Creating a system that fit the way they worked, instead of forcing the team to adapt to the system.

The result? A system that’s scalable, sustainable, and one the internal team feels confident managing long after the engagement ends.

A Partnership That Lasts

SETGO didn’t just deliver a system—they became an extension of the client’s team. With a small, consistent project team, deep familiarity with the system, and seamless internal handoffs, SETGO built something even more valuable than Salesforce expertise: trust.

“What stood out most was the listening and understanding by the SETGO team, coupled with working with a consistent team who knew our system. It made the partnership efficient and effective.”

When asked to describe SETGO in just three words?

Cooperative. Capable. Friendly. Cooperative, for the teamwork and communication. Capable, for the technical knowledge and execution. Friendly, for the genuinely positive working experience.

Conclusion: Simple, Strategic, and Built to Last

This project wasn’t just about improving a Salesforce setup—it was about helping a visionary company align its tools with its mission, simplify complex concepts, and build confidence across its teams.

“SETGO was a trustworthy and effective partner.”

We’re proud to have played a role in their success—and honored to be seen not just as implementers, but as partners who truly listen, adapt, and deliver.

Ready to Simplify Salesforce?

If your current CRM setup is more of a headache than a help, you’re not alone.

SETGO helps growth-minded businesses bring clarity, structure, and usability to Salesforce—without overcomplicating what works.

Let’s build something that fits your business.

Reach out to SETGO to start the conversation → Request a Call

COMING SOON: A FREE guide for business leaders, “How to Know When You’ve Outgrown Your CRM Partner”.

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*Client quotes in this case study are drawn from a SETGO-led interview and have been anonymized with permission.