Salesforce
Trusted Tech Team: Centralizing Sales Automation to Drive Efficiency and Control
Location
Irvine, CA
Industry
Information Technology & Cloud Services (Microsoft Licensing, Cloud Solutions)
Customer Segments
- Mid-sized businesses
- Enterprise clients (global)
Solutions Stack
- Salesforce Sales Cloud
- Salesforce integrations
- Custom Salesforce configuration
- Real-time data synchronization across systems
At A Glance
Challenges
- Fragmented prospecting tools: ZoomInfo and Outreach operated independently, leaving missed or rescheduled meetings unlogged and eroding pipeline.
- Spreadsheet-based quoting: Google Sheets and Slack distribution created version-control risk, prolonged approval cycles, and elevated error rates.
- Manual reporting & commission workflows: Sales operations staff reconciled data from Outreach, Sheets, and Zapier to build reports and calculate commissions, consuming analyst hours and delaying insights.
- Unsynced billing and order systems: Chargebee (billing) and Shopify (orders) were isolated from Salesforce records, producing account discrepancies and slowing billing and fulfillment updates.
- Limited customer-journey visibility: With data scattered, leaders could not trace conversion rates by touchpoint, flag stalled handoffs, or target coaching where reps lost momentum.
- Operational bottlenecks at scale: Reliance on manual data transfers across six platforms constrained operating leverage and inhibited growth.
Solutions
- Implemented Salesforce Sales Cloud to unify lead management, opportunity tracking, quoting, reporting, and commission processes within a single platform.
- Integrated Salesforce with Shopify, Outreach.io, and Chargebee to synchronize account and transaction data across key systems.
- Configured custom fields, page layouts, and validation rules in Salesforce to align with Trusted Tech Team’s sales processes.
- Automated quoting workflows inside Salesforce replaced manual processes, standardizing and accelerating quote creation.
- Integrated Gmail with Salesforce to centralize communication tracking and maintain complete customer interaction histories.
- Established real-time data synchronization to keep records up to date across all systems, ensuring accuracy and consistency.
Results
- Higher conversion rates: Automated reminders capture every reschedule and follow-up, preventing stalled deals and keeping prospects moving through the funnel.
- Faster deal velocity: In-platform quote generation collapsed sprawling spreadsheet workflows into a single guided process, reducing approval times from hours to minutes.
- Real-time performance management: Live dashboards replaced month-end roll-ups, enabling sales leadership to pivot strategy and coaching decisions on demand.
- Error-free billing and fulfillment: A single customer record across Salesforce, Chargebee, and Shopify eliminated re-keying mistakes that previously triggered invoice disputes and shipment delays.
- Precision coaching: Stage-duration analytics spotlighted choke points, allowing managers to target training where reps lost momentum and lift productivity.
- Scalable growth economics: The unified stack absorbed rising transaction volumes without extra headcount, preserving margins as revenue expanded.
About the Company
Trusted Tech Team is a Microsoft Direct Cloud Solutions Provider and accredited Microsoft Solutions Partner headquartered in Irvine, California. Founded in 2017, it serves mid-sized and enterprise clients globally—helping organizations simplify Microsoft licensing, optimize cloud deployment, and secure infrastructure. Its U.S.-based team delivers expert support and fast response times, earning consistently high customer satisfaction.
Overview
Trusted Tech Team previously relied on a fragmented collection of tools throughout its sales process. Leads were sourced through ZoomInfo, initial engagement occurred via Outreach.io, and quotes were manually generated in Google Sheets before sharing through Slack. Billing ran in Chargebee, and order processing took place in Shopify, all of which were disconnected from each other and their CRM, Salesforce. Reporting and commission tracking required manual compilation of data from Outreach, Sheets, and Zapier, consuming valuable time and increasing the risk of error. These silos hindered end-to-end visibility, slowed responses, and created challenges in scaling operations.
Approach
To address these challenges, we implemented Salesforce Sales Cloud as a centralized platform to unify lead-to-order processes. Custom fields, page layouts, and validation rules were developed to mirror existing sales workflows, ensuring smooth adoption by the team. Integrations connected Salesforce with Shopify, Outreach.io, and Chargebee to enable real-time synchronization of customer, order, and billing data, maintaining consistent records across all systems. Automated quoting replaced manual sheets, accelerating quote creation and approval, while eliminating errors. Gmail integration captured all customer communications within Salesforce opportunity records, giving sales staff a complete view of interactions in one place. Training sessions were delivered to promote adoption and facilitate change management. Real-time data syncing processes were established to keep customer and opportunity information accurate and up to date, reducing errors and supporting timely responses throughout the sales cycle.
Conclusion
Salesforce Sales Cloud is now Trusted Tech Team’s single source of truth, replacing six disconnected systems with a unified, data-driven platform. Quote approvals that once took hours now take minutes, accelerating deal velocity and cash conversion. Live dashboards provide leaders with same-day insight to fine-tune strategy and coaching, while bi-directional sync with Chargebee and Shopify eliminates billing errors and invoice disputes. Most importantly, the architecture scales without adding head-count, protecting margins as pipeline and product lines expand.
SPAR by THE Numbers
Let our numbers speak
At SPAR Solutions, we believe that numbers speak volumes, especially when they narrate tales of trust, dedication, and expertise. The numbers below describe not just our history as a company, but a promise of the unparalleled partnership we bring to every engagement.
1000
+
Completed Projects
20
+
Years in Business
6
+
Year Average Client Partnership
100
+
Technologies Supported
-min.jpeg)
.jpg)
