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Salesforce Pipeline Automation for Remodeling
Automated lead-to-close pipeline management in Salesforce for a home remodeling company.
Sales velocity
2x pipeline velocity
Tools
Salesforcen8nEmailSlack
The Client's Problem
My Approach
The Workflow Breakdown
1
Web-to-Lead capture from Costco, Home Depot, and ad platforms with automatic source tagging 2. Round-robin assignment with territory rules preventing duplicate quotes on same property 3. Stage-gated pipeline requiring photo uploads and signed agreements before progression 4. Source attribution reporting tied to closed revenue, not just lead count 5. Commission calculator Flow: closed-won amount minus change orders times rep tier percentage
Results & Impact
- Lead-to-close rate improved from 22% to 31% (41% improvement)
- Duplicate quotes went from 2-3 per month to zero since deployment
- Lead source attribution went from 0% tracked to 98% traced to revenue
- Commission disputes went from monthly to zero with automated calc
- First contact time dropped from 4-8 hours (manual text) to under 60 seconds
- Monthly revenue gain of $9,600 from better conversion
Technical Highlights
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