Build a scalable, user-friendly Salesforce system that mirrors the company’s customer-focused sales approach and reduces friction in quoting and reporting.
Scattered, Inconsistent Data
Before working with Port & Starboard, Tesmec’s sales team tracked information in silos—private notebooks, complex spreadsheets, and whiteboards. Without a centralized system:
As one team member put it: “We need to see what’s in front of us—not just what’s behind us.”
No Standardized Sales or Quoting Process
Deals often involved high-dollar equipment and long sales cycles, but with every rep managing things differently:
New to Salesforce
With most reps unfamiliar with CRMs, leadership needed an approach that would encourage adoption from the start:
Tesmec’s leadership needed to know Salesforce could support their complex sales cycle—and that their team would actually use it.
Port & Starboard conducted a comprehensive review, starting with a Chart Your Course and taking the time to understand Tesmec’s business, customers, and unique sales style, translating that into a tailored Salesforce roadmap—complete with a proof of concept for early user feedback. This engagement allowed Tesmec’s leadership to confidently make a decision on their Salesforce investment, and allowed their Sales Team to have welcomed input. Port & Starboard built a Proof of Concept org, which is a 50-75% MVP, that showcased the following features:
✅ Centralized Data and Document Management:
✅ Standardized Sales Process:
We customized opportunity stages to match Tesmec’s real-world sales cycle. Each stage included guidance and requirements to help reps capture the right data at the right time—removing ambiguity and reducing guesswork.
✅ Self-Service Quoting: A custom quoting process allowing sales reps to deliver quotes faster and more independently, reducing the need for admin support, and enabling reps to create, revise, and send quotes—keeping momentum and improving the customer experience.
The hands on Proof of Concept gave the Tesmec team the ability to test out a working model not unlike a “trial run”, in addition to providing feedback for further refinements, building confidence before full adoption.
This Salesforce implementation gave our client the clarity, efficiency, and confidence they needed to modernize their sales process without losing the personalized approach that sets them apart. With the right structure and tools in place, their team is now better equipped to scale and adapt.
Stronger Sales Insights – Consistent, real-time data entry gives leadership a clearer view of the pipeline and enables more proactive planning.
More Efficient Quoting – Sales reps now generate quotes quickly and consistently, reducing admin workload and keeping deals moving forward.
Better Collaboration – Sales, product, and leadership teams all work from the same data, leading to smoother handoffs and stronger internal alignment.
Higher Adoption – A clean, intuitive setup paired with a proof of concept helped users feel confident and engaged from day one.
With Salesforce now supporting their day-to-day operations, the team is aligned, informed, and ready to grow with intention.
Tesmec’s implementation showcases how Chart Your Course can support other teams who need a personalized CRM experience—especially those in:
🔹 Manufacturing
🔹 Industrial Equipment Sales
🔹 Custom Engineering Services
🔹 B2B Sales with Long Lead Times
With an emphasis on clarity, collaboration, and consistency, Port & Starboard’s CYC approach made Salesforce a natural extension of Tesmec’s customer-first culture.
Want a CRM that feels like a perfect fit?
Let us help you Chart Your Course. Reach out today to explore how a custom Salesforce implementation can streamline your process and set your team up for long-term success. Whether you’re interested in starting with a Chart Your Course, or you need a Proof of Concept that your team can see before implementation, we are here to help.
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Port & Starboard is a U.S. based technology consulting company. We specialize in Salesforce, WordPress website development, and Fractional CIO services.
