How a High-Tech Sales Organization Unified Sales, Service, and Finance to Accelerate Growth

This fast-growing technology company needed a streamlined way to quote, bill, and support customers at scale. Their teams were stuck in manual processes, disconnected systems, and error-prone workflows that slowed down deals and reduced visibility across the business. Blackmore modernized their entire sales and service operation - integrating Salesforce with key financial and tax platforms to create a single, automated engine built for efficiency and speed.

Technology

Industry: High Tech

Products Used: Sales Cloud, Service Cloud, MuleSoft, Document Generation, Avalara, Accounting Seed, Custom Development

Challenge

The company’s quoting and sales processes were overly complex and heavily manual, requiring reps to jump between multiple systems just to prepare a proposal or calculate taxes correctly. Their tax platform and accounting system operated in isolation, creating delays, errors, and communication gaps between sales and finance. Customer service lacked the visibility they needed to support post-sale operations, and leadership had no clean way to understand pipeline, revenue, or deal velocity.

With inefficient tools, fragmented data, and no centralized workflow, the team struggled to scale and could not support the increasing demand for their high-tech solutions.

Solution

Blackmore deployed a fully integrated Salesforce ecosystem designed to streamline sales, automate financial workflows, and eliminate manual effort. We built a custom quoting solution tailored to their product and pricing model - complete with automated document generation to produce clean, accurate proposals in seconds. Using MuleSoft, we connected Salesforce to external tax systems like Avalara and implemented Accounting Seed to consolidate financial data, invoicing, and revenue tracking inside one platform.

Automations were introduced across Sales Cloud and Service Cloud to streamline follow-ups, case creation, tax calculations, and order processing. With custom development, we aligned every step of the workflow - from quote to cash to support - into a seamless, connected process.

Impact

Sales reps now quote faster, with fewer errors and complete visibility into tax calculations, approvals, and customer history. The integration with Avalara and Accounting Seed created a closed-loop financial process, reducing manual entry and strengthening compliance. Customer service gained full insight into the sales lifecycle, improving response times and overall customer satisfaction.

With a modernized Salesforce architecture and real-time reporting, leadership can now track revenue, deal health, and performance with confidence. The automated workflows and unified systems allow the sales team to close faster, finance to bill more accurately, and the entire organization to operate with transparency and scale.