Tracking Losses with Salesforce Sales Cloud

The implementation of Salesforce Sales Cloud by CloudROI helped BioSweep improve their sales processes.

Case Study: CloudROI Implements Salesforce Sales Cloud for BioSweep 


BioSweep, a company specializing in odor elimination and indoor air quality, was experiencing significant losses due to inefficient sales processes and lack of real-time visibility into their sales pipeline. Their sales team was struggling to keep track of leads, opportunities, and customer information, resulting in missed sales opportunities and a decrease in revenue. BioSweep knew they needed to streamline their sales processes and improve their loss management strategies to reduce their losses and improve their bottom line. 


BioSweep turned to CloudROI, a leading provider of cloud-based solutions, to help them implement Salesforce Sales Cloud, a powerful CRM platform designed to streamline sales processes, improve customer engagement, and provide real-time visibility into the sales pipeline. 

The first step in the implementation process was to assess BioSweep’s existing sales processes and identify areas for improvement. CloudROI worked closely with BioSweep’s sales team to understand their needs and pain points, and to develop a customized sales process that would meet their specific business requirements. 

Next, CloudROI configured Salesforce Sales Cloud to match BioSweep’s new sales process, including setting up custom fields, workflows, and reports. The platform was also integrated with BioSweep’s existing systems, including their accounting software and marketing automation tool, to provide a comprehensive view of customer interactions across all touchpoints. 

To ensure a smooth transition to the new system, CloudROI provided extensive training to BioSweep’s sales team, including on-site training, online resources, and ongoing support. They also implemented best practices for data management, ensuring that BioSweep’s customer data was accurate, up-to-date, and easily accessible. 


The implementation of Salesforce Sales Cloud by CloudROI resulted in a number of significant benefits for BioSweep, including: 

  1. Streamlined Sales Processes: The new sales process implemented by CloudROI and Salesforce Sales Cloud allowed BioSweep to better manage their leads, opportunities, and customer interactions, resulting in improved sales efficiency and increased revenue. 
  1. Improved Loss Management: With real-time visibility into their sales pipeline and custom reports that identified potential losses, BioSweep was able to better manage their sales losses and improve their bottom line. 
  1. Enhanced Customer Engagement: Salesforce Sales Cloud’s robust customer engagement features, including personalized communications and automated follow-up, helped BioSweep better engage with their customers and build stronger relationships. 
  1. Comprehensive Data Management: The integration of Salesforce Sales Cloud with BioSweep’s existing systems provided a comprehensive view of customer interactions across all touchpoints, allowing BioSweep to make data-driven decisions and better understand their customers. 

Overall, the implementation of Salesforce Sales Cloud by CloudROI helped BioSweep improve their sales processes, reduce losses, and enhance customer engagement, resulting in a significant improvement in their bottom line. 

Project Info

  • Industry:Insurance
  • Services:Implementation, Strategy, Support
  • Key Feature 1:Opportunity Management
  • Key Feature 2:Process Automation
  • Completed Date:02/20/2023