Case Study

B2B SaaS lead routing rebuild

Salesforce development and API integrations that cut lead delays and improved CRM quality for a growing SaaS business.

  • CRM: Salesforce
  • Integration: API
  • Industry: SaaS
  • Timeline: 7 weeks

Problem

Leads were entering Salesforce from multiple sources with inconsistent field mapping, duplicate creation, and delayed assignment. Sales teams were losing response windows and pipeline reports were unreliable.

Approach

Implemented a normalized lead intake layer, rebuilt routing logic with deterministic assignment rules, and added validation plus retry handling for source API failures.

Stack

Salesforce, Apex, Flow, Slack alerts, API gateway, warehouse sync.

Timeline

7 weeks total: discovery (1), design (1), build and QA (4), launch + optimization (1).

Results

  • 63% faster lead response time.
  • 38% improvement in pipeline hygiene score.
  • 44% fewer duplicate lead records in month one.

Client Quote

"Sky Data Services turned a fragile CRM setup into an operating system our sales team trusts."

RevOps Lead, Mid-Market SaaS

Need this kind of CRM improvement?

Book a discovery call for a clear, practical plan for your lead-to-cash workflow.