How AGrid transformed Laurentide’s Sales Operations

Who is Laurentide Controls?

Laurentide Controls is a leading industrial automation and control solutions provider, helping businesses optimize processes and drive efficiency. Their sales teams manage complex opportunities across multiple projects, requiring a seamless and dynamic Salesforce experience.

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The Challenge: Managing Opportunities in Salesforce

In the industrial automation industry, managing sales isn’t just about tracking deals—it involves multi-layered approvals, complex quoting processes, and high-value opportunities. Laurentide Controls needed a more dynamic and structured way to manage its sales data efficiently within Salesforce, but encountered several roadblocks: The primary issues included:

• Disconnected Data Across Sales Processes: Teams needed a way to visualize opportunities with a deep hierarchical structure. Standard Salesforce lists did not support this level of roll-up, forcing users to check multiple records manually.
• High Manual Effort in Large Projects: Without AGrid, sales teams had to manually check and adjust each opportunity one by one, especially for large projects with multiple opportunities. This resulted in significant time loss and frustration.  
• Limited Control Over Related Data: Salesforce’s related lists were restrictive, offering little flexibility in how data was displayed and filtered.
• Lack of Customization: Sales teams needed more control over how data was grouped and presented, but Salesforce’s standard features didn’t allow for the necessary adjustments.
• Inefficiencies in Decision-Making: Without real-time roll-ups and aggregated data views, decision-makers struggled to prioritize high-value deals.

How AGrid Solved These Challenges

AGrid provided a comprehensive solution to Laurentide Controls’ sales management inefficiencies by transforming the way they handle account actions and opportunity management. The solution streamlined complex sales processes, aligning with the business-specific needs of industrial sales. Here’s how AGrid tackled the core challenges:

• Enhanced Hierarchy Views: AGrid allowed sales teams to manage opportunities in deep hierarchies, providing a top-level view of all products and services across sub-opportunities, saving time on navigating records.
• One-Page Opportunity Management: Sales reps could manage all deal data from a single page, eliminating the need to check individual opportunities, streamlining their workflow.
• Automatic Roll-Ups for Better Visibility: AGrid’s real-time roll-ups aggregated data across opportunities, offering instant insights without manual data tracking, speeding up decision-making.
• Customizable Data Display: Flexible related lists let sales teams customize views, grouping data by project size or revenue, ensuring they focused on what mattered most.
• Streamlined Account Action Management: AGrid simplified account action tracking, enabling sales teams to manage tasks effectively and ensuring timely follow-ups with minimal effort.
• Dynamic Data Highlights: Conditional formatting helped sales teams quickly identify priority opportunities, overdue deals, and key financial metrics, ensuring better pipeline visibility.
• Real-Time Financial Insights: AGrid’s ability to auto-sum deal values and revenue metrics within the grid eliminated the need for external calculations, enabling faster, more informed decisions.
• Streamlined Data Analysis: Sales managers could track sales trends and performance metrics at a glance, reducing dependency on separate reports and improving decision-making efficiency.

The Impact: Smoother Sales Workflows & Better Insights

By integrating AGrid, Laurentide Controls significantly improved its industrial sales processes, leading to measurable business benefits:  

• Reduction in Sales Team Effort: Less time spent on manual entry and navigation, leading to more focus on high-value tasks.
• Improved Data Visibility & Control: Hierarchical views and real-time roll-ups provided clearer sales insights, enhancing decision-making.
• Optimized Data Organization: Custom grouping and conditional formatting enabled sales teams to prioritize opportunities effectively, driving higher conversion rates.
• Improved User Experience: The intuitive, customizable interface led to increased user satisfaction and adoption rates.

Ready to transform your Salesforce experience? Contact us today to see how AGrid can simplify your data management and boost productivity!