• Search in Protiviti.com

Architecture Firm Connects Salesforce to Revenue Growth

An education-focused architecture firm set out to modernise Salesforce but quickly recognised the need for a broader revenue transformation. Protiviti helped the organisation connect strategy, governance, revenue processes, data and technology into a more integrated revenue system. The result was stronger visibility across the opportunity-to-revenue lifecycle, improved confidence in pipeline and forecast reporting, and a scalable operating model to support future growth.

Client snapshot

Client

A U.S.-based, education-focused architecture firm.

 

The challenge

Regional processes limited revenue visibility.

 

Our approach

Protiviti led a Salesforce-enabled revenue system transformation.

 

Impact

With Salesforce serving as the foundation of a connected revenue ecosystem, the client now has stronger forecasting, governance, and growth visibility.

 
CRM modernisation became the catalyst for a more connected, scalable revenue system — from opportunity identification to revenue realisation

The challenge

Following organic growth and acquisitions, the client faced inconsistent pursuit processes, incomplete data, disconnected systems and limited confidence in pipeline and forecast reporting.

CRM modernisation became the catalyst for a more connected, scalable revenue system — from opportunity identification to revenue realisation

Our approach

Protiviti helped align leadership, standardise revenue processes, improve data governance and position Salesforce as an enabler within a broader integrated revenue operating model. By treating CRM modernisation as part of a broader revenue system transformation, we aligned multiple regions around a common revenue management process, which improved confidence in pipeline and forecast reporting, reduced duplicate records through enhanced governance practices, and created a scalable operating model capable of supporting future growth.

Impact

With Salesforce serving as the foundation of a connected revenue ecosystem, leadership gained clearer forecasting insights while teams adopted more consistent processes and focused growth efforts.

95 %+

Record completeness goal exceeded

13000 +

Districts and funding opportunities analysed

360

Degrees of connected opportunity through backlog lifecycle visibility

Ready to explore what’s possible for your organisation?

Salesforce Consulting Services

Related resources

Hot Ticket: Contract Automation Provides Global Theme Park Company with Fast Pass to Dynamic Pricing

Keeping complex contracts current poses a significant challenge for many companies. For one global theme park operator it required a five-member team working fulltime to stay up-to-date on pricing adjustments for the company’s sales channel partners.

Read the client story

Your Sales Transformation Problem Is Really a Seller Value Problem

Sales transformation efforts often begin with a clear executive mandate: improve visibility, strengthen pipeline discipline, standardise processes and generate better commercial insight. Those outcomes matter, but they are not the outcomes sellers are optimising for in their day-to-day work.

Read the article

Trusted strategic partner

As a Summit-tier Salesforce Consulting Partner with over 250 successful projects and 200+ certifications, Protiviti delivers agile, industry-tailored solutions backed by deep expertise and a global team. Our flexible delivery model, proven methodologies, and strong Salesforce alignment ensure clients realise rapid value, improved user adoption, and long-term success across their Salesforce investment.

Explore more client outcomes like this

Talk to our experts
Loading...