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No territory or reseller sales structure
The firm's reseller sales motion had no structured territory assignments, no account team configuration, and no process for managing the national selling agreement workflow in Salesforce.
The challenge
Wentworth Capital's reseller sales team operated without a structured territory management system, no marketing automation, and no analytics beyond spreadsheet reports. Reps managed prospects manually, marketing materials were ordered through a disconnected process, and leadership had no real-time visibility into pipeline or territory performance.
The approach
Cloud Nerd architected and built a full Salesforce sales and marketing platform — Sales Cloud with reseller record types and territory management, Pardot for lead nurturing and campaign automation, Einstein Analytics for real-time pipeline and account dashboards, a custom marketing material ordering process, and Salesforce Mobile for field reps.
The outcome
Wentworth's sales team launched with every tool connected: territory management enforced in the CRM, Pardot campaigns driving automated prospect sequences, Einstein dashboards giving leadership live pipeline visibility, and mobile access for reps in the field — all within twelve weeks.
