Let’s be honest, traditional small businesses may be hesitant to dip their toe into new technology. But for 5P Consulting, a small consulting firm founded in San Diego, technology is the very business of their business.
5P Consulting’s mission is to optimize organizations and drive them to improve business productivity through process and advanced technology. After investing in the right customer relationship management (CRM) system for their small business, 5P Consulting experienced incredible business growth — 998% ROI to be exact.
Affordable technology became a game-changer
Before using Salesforce, the 5P Consulting team knew they needed a CRM to help them centralize data, create shared dashboards and reports, and support their lead-to-cash cycle. But with only five leadership team members that would need to be in the CRM, the team also knew they wouldn’t be able to afford an enterprise-built CRM system.
When 5P Consulting discovered Salesforce Starter, they jumped on the opportunity to invest in CRM. The reasonably priced CRM system paired with its free trial made it ideal for them to get started.
After only 12 hours, 5P Consulting implemented Starter and were ready to get up and running. Now, after 18 months of using the system, 5P Consulting has experienced a 998% ROI and reaped quite a few benefits:
Increased user productivity
By centralizing all data and operations on Salesforce, 5P Consulting reduced duplication on data entry efforts and cut down on time spent searching for account information.
Tripled lead generation
Since implementing Starter, 5P Consulting tripled its lead generation rate. The team used the web-to-lead functionality to automatically create leads from inbound traffic to their company’s website. With the Gmail integration, they were also able to automatically populate inbound email traffic into Salesforce, update contacts, accounts, and tasks.
AI-led data transparency and visibility to sales pipeline
The 5P Consulting team can align on company health via shared dashboards and reports. Now, they don’t have to set up multiple meetings to align on performance and sales numbers. Plus, trust in data has increased company-wide.
Avoided a business development hire
With Salesforce, the 5P Consulting leadership team has visibility into account information. Now, each member of the team is responsible for bringing in new leads each week and converting leads into opportunities per month aligned to metrics and overall company growth plans. This process and system allowed the company to avoid one full-time business development staffer.
Advice from 5P Consulting’s founder
Y’vonne Ormond, Founder and CEO of 5P Consulting, has no doubts that Starter has helped their business on its path to success. As a Salesforce partner, 5P Consulting is dedicated to leveraging these tools to empower businesses like theirs.
When it comes to advice Y’vonne would give small businesses, she emphasizes the importance of choosing tools that genuinely support your goals:
“Small businesses need Starter so they can work quickly and effortlessly. You can’t afford not to invest.”
The takeaway: CRM helps small businesses thrive
Running a small business is no easy feat, and we understand the challenges you face every day — juggling tasks, managing customers, and striving to grow with limited resources. That’s why Starter was designed with small businesses in mind.
This affordable CRM solution allows you to centralize your data, track every lead, and understand your sales pipeline in real-time. It grows with you, whether you’re building stronger customer relationships, automating routine tasks, or finding more time to focus on your passion.
With tools like Gmail integration and Web-to-lead functionality, you can connect customer interactions to actionable insights. Starter also gives you visibility into every stage of your business, empowering your team to make smarter, faster decisions.
Investing in the right tools isn’t just about efficiency — it’s about giving your business the foundation it needs to thrive. Starter helps lighten your workload so you can focus on building your vision and delivering exceptional experiences for your customers.
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Save more hours per week with small business CRM
Salesforce Starter helps you find more customers, win their business, and keep them happy so you can grow faster than ever. It’s designed to make running your business easier and more efficient. If you’re ready to save 20 hours per week with your small business, explore how our CRM solutions can support your growth, for free.
