A technology-driven HR & Staffing firm partnered with Astreca to centralize sales operations, automate onboarding processes, and gain real-time visibility into performance metrics. With 150 users, a 5-month implementation timeline, and a tech stack built around Sales Cloud and Tableau CRM (TCRM), the client needed a unified CRM foundation supported by structured Salesforce integration to eliminate manual workflows, improve data quality, and enhance decision-making across their fast-growing sales organization.
The client is a rapidly scaling HR & Staffing organization known for innovation and high-volume hiring cycles. Their teams relied on spreadsheets, manual tracking, and disconnected systems to manage compensation, onboarding, renewals, and performance analytics. This prevented timely insights, slowed decision-making, and created operational dependencies across teams.
1. Manual Onboarding and Offboarding
Highly manual processes created confusion, delays, and reduced productivity for new hires and transitioning roles.
2. Inefficient Tracking of Critical Metrics
Commissions, renewals, and SDR performance were difficult to track using spreadsheets, affecting forecasting and project timelines.
3. Error-Prone Systems
Inconsistent data across tools created reporting gaps, operational delays, and reduced leadership confidence.
1. Automated Onboarding, Offboarding, and Commission Tracking
Astreca automated onboarding flows, offboarding tasks, and commission calculations. This improved accuracy, ensured real-time updates, and created structured sales automation across the entire SDR cycle.
2. Custom Solution for Renewals and Resource Management
A tailored renewals and resource management solution improved forecasting and provided clear visibility into resource allocation across all engagements.
3. Lightweight Compensation Module
A custom-built compensation module enabled accurate, automated tracking for Inside Sales and Sales Management teams, eliminating spreadsheet dependency.
Improved Operational Efficiency
Automated workflows reduced manual effort, improved productivity, and accelerated sales execution.
Enhanced Tracking and Forecasting
Tableau CRM dashboards provided real-time visibility into SDR performance, commissions, and renewals—supporting accurate forecasting and timely decision-making.
Revenue Growth
With streamlined operations and accurate insights, the client achieved measurable revenue improvements and strengthened their competitive position.
Astreca transformed the HR & Staffing firm’s sales operations with a scalable Salesforce ecosystem powered by Sales Cloud and Tableau CRM. By automating onboarding, enhancing data accuracy, and improving forecasting visibility, the organization now operates with greater efficiency and long-term growth readiness. This project highlights Astreca’s ability to deliver impactful Salesforce integration solutions that drive operational excellence.
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Client Overview A growing organization needed a more efficient and accurate way to track and analyze their sales performance. Their existing manual, Excel-based system was slowing down decision-making, creating inconsistencies, and limiting visibility across the organization. Business Challenge Before engaging Astreca Consulting, the client faced several operational bottlenecks: Manual & Error-Prone Tracking – Sales data […]