Making Salesforce reliable for field sales, without extra admin

French manufacturer of premium culinary porcelain (Drôme, since 1768)
Hospitality sector leader
70%+ of revenue from export · 300+ distribution partners worldwide

Data in Salesforce

< 30 s

To log a trade-show contact with key info in Salesforce

100%

Of leads properly filled in, versus almost no capture before

The challenge

We are building a team. Today everything is done manually in Salesforce and it is not very fluid.

For Nicolas, Revol’s Sales Director, and his team - Marine, field sales, and Vincent Barbier, Salesforce manager - the challenge was to structure prospecting and make Salesforce reliable for a field force, without adding admin, while building a direct sales team alongside the historic distributor network.

Before Trustlead

Very field-heavy prospecting, driven by trade shows and travel, but information on prospects never made it into Salesforce for lack of a suitable capture tool. Extra challenge for a team being formed: it is already hard to get a rep to report - if the tool is complicated too, the habit never sticks.

With Trustlead

Rollout

POC run directly at a trade show: intensive real-world test, offline usage, voice-to-CRM capture. Support for rolling out Revol’s direct sales team, alongside the historic distributor network.

Field use cases

Voice capture of a trade-show contact in under 30 seconds
Fine configuration of key fields (customer type, collection, language, estimated amount, scoring, DAS)
Offline mode for areas with no signal, with automatic sync

Impact & results

Completion

Sharp rise on key fields - a real steering gain for sales leadership

Offline

Trade-show and no-signal usage, with automatic sync

“The idea is to save time. A salesperson’s place is with the customer, not filling in spreadsheets or reports.”
NicolasSales Director

“I was already recording voice notes after meetings. If Trustlead takes those notes and fills Salesforce, it does not change my habit, but it saves me a huge amount of time.”
MarineField sales

“I built a small Salesforce dashboard for Olivier. At a glance he sees the whole team’s reports. The difference between those done with Trustlead and the others is really striking.”
Vincent BarbierSalesforce manager

Customer website