Tritium Partners
An Austin-based executive search firm needed Salesforce configured for how they actually manage their book — tiered executive contacts, target role tracking, relationship manager assignment, and automated next-contact scheduling. Cloud Nerd delivered in two weeks.
Engagement at a glance
Salesforce Sales CloudResearch through production go-live
Prospects, Tier 1, Tier 2 CEO, and Tier 2 CFO pipelines
Overdue outreach flagging for all executive contacts
Executive placement flow from prospect to placement
Tritium Partners managed a network of executive contacts across multiple practice areas and tiers, but the firm had no structured system for tracking placement progress, scheduling outreach, or giving relationship managers visibility into who needed a touchpoint. Contact data was tracked inconsistently, and there was no way to quickly see which Tier 1 or Tier 2 executives were overdue for contact.
Cloud Nerd configured Salesforce with a custom executive placement flow: contact fields for priority, tier, target role, relationship manager, and next contact scheduling. An automated workflow was built to flag overdue contacts — executives past their scheduled next-contact date — surfacing them in reports with visual indicators. Leadership dashboards showed the full placement pipeline by tier, target role, and relationship manager.
Tritium Partners launched with a structured executive placement CRM in two weeks — every contact tiered and assigned, overdue outreach automatically surfaced, and leadership reports giving real-time visibility into pipeline by tier and role.
The firm tracked executive contacts in a generic CRM with no concept of tiering, priority, or placement stage. Relationship managers had to manually review their full book to identify who needed follow-up, with no system support.
Without automation, executives past their scheduled contact date simply didn't appear in any report. The result was inconsistent outreach cadences and relationship managers losing track of high-priority contacts.
Cloud Nerd mapped the firm's placement workflow, designed the contact data model with executive-specific fields, and defined the automation and reporting requirements.
Cloud Nerd built all configured objects, deployed the overdue outreach automation, created the four leadership report views, and executed production deployment.
Every executive contact tiered, assigned, and tracked in Salesforce
Overdue outreach flagged automatically — no manual review required
Prospect, Tier 1, Tier 2 CEO, and Tier 2 CFO report views live
Full implementation from kickoff to production
What's next
Tritium Partners is evaluating LinkedIn Sales Navigator integration with Salesforce to automate contact profile enrichment and surface connection pathways to high-priority executive targets.
Technologies in this engagement
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