Floral Image USA operates 30 franchises across the country, specializing in sustainable, life-like flower arrangements for businesses, including medical facilities, restaurants, hotels, corporate offices, and retail spaces.
Their sales strategy is simple: offer a free one- to two-week trial. If the client is happy, they subscribe. Each month, the field sales team delivers fresh arrangements, so efficient route planning, timely deliveries, and accurate sales tracking are critical to business success.
At the end of the day, after completing 5–7 drop-ins and follow-ups, reps would open their laptops in the truck and input notes using their phone’s hotspot. Key details, such as the front desk worker’s name or discussion points, were rarely recorded, leaving little context.
Reps spent 1–2 hours daily entering business card details and meeting notes into Salesforce. Most of the time, they logged only basic contact information, with no notes or next steps, making follow-ups difficult to track and leading to lost deals.
Reps manually planned their routes using Google Maps, searching for dentist offices in one area, then driving across town to visit another lead—missing nearby opportunities.
This inefficiency wasted time, increased fuel costs, and made it harder to build client clusters. Since floral arrangements require monthly refreshes, excessive travel added extra costs and logistical challenges.
Each franchise managed its own data, creating information silos. Salesforce was set up with community licenses, limiting integration options and making it difficult to scale efficiently.
Without complete data in Salesforce, follow-ups were inconsistent. Many leads fell through the cracks, hurting conversion rates and increasing acquisition costs.
To address these challenges, Floral Image partnered with Leadbeam to optimize Salesforce integration and streamline sales operations.
Leadbeam delivered a seamless, map-based interface that sales reps could access effortlessly from their mobile devices. This improved real-time visibility and made follow-ups easier for both new trials and existing prospects.
With Leadbeam’s interactive mapping technology, reps could plan their daily routes more strategically. The system highlighted areas of high lead density, allowing reps to target clusters of potential clients, reducing travel time and costs.
This was especially critical because of Floral Image’s flower refresh process because it is much more efficient to refresh flowers when businesses are closer together.
Instead of manually typing notes, reps could snap a photo of a business card, record a voice note, or use location intelligence, and Leadbeam automatically populated Salesforce fields, eliminating manual data entry and improving accuracy.
Beyond technology, Leadbeam provided expert consulting to help Floral Image:
This increased efficiency, improved sales performance, and enhanced data quality across the organization.
Without manual data entry, reps could focus on building deeper relationships with prospects and proactively following up. Across 20+ reps, Floral Image will save over 400 hours in February 2025 alone.
Before Leadbeam, reps averaged 95 activities per month, and after Leadbeam, each rep averaged 162 activities a month. This increase has led to an increase in trials and improved conversion rates.
With a structured follow-up process in place, reps increased their daily follow-ups by 31%. This boost in activity contributed to higher conversion rates and increased revenue. Before Leadbeam conversion rates were at 16.8% vs. 22.33% with Leadbeam.
Before Leadbeam, reps recorded only basic details—name, phone number, industry, and number of boutiques.
With Leadbeam, reps now capture comprehensive notes for every meeting, including:
This rich data improved follow-ups, lead nurturing, and overall sales performance.
Leadbeam remains committed to ongoing innovation to enhance field sales efficiency. Upcoming features include:
These enhancements will provide even greater operational efficiencies, cost savings, and strategic advantages for Floral Image USA.
The implementation of Leadbeam’s customized Salesforce integration transformed Floral Image USA’s sales operations by:
By reducing administrative burdens and streamlining key processes, sales reps gained more time to engage customers, leading to higher customer satisfaction, increased efficiency, and significant business growth.
Ready to eliminate manual tasks and boost productivity like Floral Image USA?
Book a demo today and take the first step toward a smarter, more efficient field sales process.
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