Redesign of Sales Strategy and major data clean up for Promo Direct

Promo Direct makes the best promotional products with over 30 years expertise in the merchandising industry. Attention to detail, honesty and passion for excellent service makes them more than just a supplier.

Based in London, they specialise in delivering high-quality, reliable, and last-minute express orders for events, trade shows and conferences with the fastest lead times and highest levels of customer service in the industry.

Project overview


Promo Direct needed to improve their sales processes. Although they had been using Salesforce Sales Cloud for several years, the platform had become cluttered with redundant data, making it difficult for their sales team to navigate and manage the system effectively.

Our team was tasked with redesigning their Salesforce Sales Cloud strategy, conducting a major data clean-up, and creating a new data structure to streamline their sales process.

The main challenges we faced were:

1.Conducting a major data cleanup to remove redundant information

2.Creating a new data structure to improve data management

3.Designing a new business flow to simplify and streamline existing sales processes.


After an in-depth audit of an existing system and processes a new data structure and solution transformation roadmap has been introduced and agreed with the Customer. The following steps have been implemented: 

1. Performed a massive cleanup of unused data, processes, objects and components.

2. Created the new data structure and templates for data import.

3. Performed relevant data import and adjusted it accordance with  user needs.

4. Created a guided process allowing sending and signing documents by external users.

5. Re-designed existing flows and processes within Sales Cloud solution used by the Customer. 

Salesforce solutions we used


Auto-populating a complex data structure on import


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