A custom Salesforce system for seamless client management

The client’s business name has been redacted for confidentiality reasons.*

MarCloud’s client helps technology and data vendors boost their revenue by setting up high-quality sales appointments. As their business grew, their Salesforce system hit serious limits, making it tough for the team to manage multiple clients without extra admin work. They needed a smarter, faster solution to keep things running smoothly and deliver even greater client results, more efficiently.

The client's Salesforce setup was slowing them down. Every time a Business Development Associate (BDA) switched between clients, the Salesforce admin had to change permissions and roles manually.

This process was time-consuming and unsustainable, especially as the company grew. The client needed a system where BDAs could switch between clients instantly, without relying on the admin, and reduce the complexity of managing client data. The goals were simple:

• Build a project system to organise client data efficiently.

• Let BDAs switch between client campaigns without waiting for admin help.

• Cut down the number of custom fields and make the system faster.

We worked closely with the internal team to create a more streamlined and scalable Salesforce system. Here’s how we did it:

Custom project object

We built a custom project object that linked client data directly to their accounts, contacts, and campaigns. This made it easy to manage visibility, so BDAs only saw the information they needed for each client without duplicating fields across the system.

Campaign object revamp

For each new client, a campaign was automatically created in Salesforce. This setup organised data better and eliminated the need to create custom fields for every new client. It kept things simple and tidy.

Slimming down custom fields

The old system had 240 custom fields. We cut that down to just 3 using screen flows, making it much easier to manage client data without overwhelming the system.

Automated client switching

We built a “project switcher” that lets BDAs change between clients with a single click, no admin needed. The system automatically updates permissions in the background, so BDAs can keep working without interruptions.

Our solution brought the client's Salesforce system into the fast lane. Here’s what we delivered:

• Instant client switching for BDAs without relying on the admin team.

• A streamlined project system that keeps client data organised and easy to access.

• A simpler, faster system by reducing 240 fields to just 3, removing unnecessary clutter and improving performance.

The team can now focus on what they do best—growing their clients’ revenue—without their system slowing them down. It’s a win-win all-round!