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A Leading Food Certification and
Compliance Provider

Implemented Salesforce to Structure Lead
Management, Compliance, and Certification Workflows

Problem

The Leads were falling through the cracks due to the lack of a centralized tracking system.

Need

They needed a unified platform to manage leads, sales opportunities, compliance, and certifications end-to-end.

Solution

Implemented Salesforce Sales Cloud with integrated compliance and certification management, plus DocuSign automation.

About

The Company

A leading provider of food certification and verification services, the organization helps producers, processors, and retailers meet rigorous quality, safety, and compliance standards. Its programs strengthen supply chain transparency, ensure regulatory readiness, and build consumer trust in verified food products.

Understanding the Challenge

Decentralized Lead Tracking Affected Sales Funnel

  • Poor Lead Tracking: No centralized system to capture, qualify, and follow up on leads.
  • Disconnected Workflows: Certification and compliance processes run separately from the sales funnel.
  • Missed Opportunities: Leads went cold due to poor visibility and manual tracking.

The Solution

Sales Cloud & Certification Management Integration

Sales Cloud Deployment
Compliance & Certification Integration
Automation & Efficiency
Technology & Architecture

The Resulting Transformation

Faster Sales Cycles with
Complete Visibility

  • Centralized lead tracking improved conversion rates and follow-up times
  • Sales and compliance teams now work from the same, up-to-date data
  • Certification timelines shortened with integrated tracking
  • Document handling became faster and more secure via DocuSign integration

Bring Your Food Certification
Customers into Salesforce

Manage every step, from sales to audits to certification, in one Salesforce
platform built for food certifiers.

Who We Have Worked With

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Boehringer Ingelheim
Agri Beef
arabianfarms
cactus feeders logo
hanor
HUVEPHARMA_Logo_rgb-svg (1)
vytelle-logo
Cargill
zoetis-logo
HillsToHomeLogo
merck
sidestep
squaretrade
oracle
sap
standardchartered
client-honda
delphi
client-bitzer
client-mysql
mercedes
jaguar
livingo
cisco
hiplink
colgate
client-sony
hawk
barnes
osage

Serving the Agriculture
Industry Globally Since 2004

Contact Us

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    Our Expertise

    20+ years in the AgTech Industry

    600+ projects completed worldwide

    A quality management system compliant with ISO 9001, ISO 27001 & 27701

    Microsoft Partners: Gold Partner, Silver Partner

    NetSuite Alliance Partner, NetSuite Success Partner, NetSuite Commerce Partner