PROBLEM
Each of Family Leisure’s 10 store locations operated with its own sales systems and processes. Salespeople often had to juggle spreadsheets, email threads, and manually entered lead data. Meanwhile, each store was running its own ERP, creating data silos that made centralized reporting nearly impossible.
There was no single source of truth to track sales performance, manage follow-ups, or measure the effectiveness of marketing campaigns across the chain. The lack of integration and automation made scaling increasingly difficult.
SOLUTION
We designed and executed a custom Salesforce implementation to centralize the company’s national sales efforts. Key features of the solution include:
– Lead Routing: Automatically assigns leads to the correct store and salesperson based on geography or product interest
– Drip Campaigns: Set up intelligent, automated follow-up sequences tailored to customer behavior and sales stage
– ERP Integration: Connected Salesforce to each store’s local ERP system, creating a synchronized flow of customer and order data
– Performance Dashboards: Gave leadership a top-down view of lead conversion rates, campaign ROI, and store-level performance
– Sales Activity Tracking: Provided real-time visibility into how individual team members are engaging with leads
RESULT
Over 100 salespeople across 10 stores now operate with one unified, data-driven system. Family Leisure can:
– Route and follow up on leads automatically
– Track performance metrics by location, team, or individual
– Launch smarter marketing campaigns with clear attribution
– Eliminate redundant data entry across systems
What was once a patchwork of disconnected processes is now a high-performing, scalable CRM that powers both sales and strategy. Family Leisure is now positioned to grow with confidence — and complete visibility.
