For Memphis teams whose Salesforce org works on paper but gets bypassed in practice by reps, dispatchers and managers who keep their own spreadsheets.
Optimization for Memphis companies typically begins with a question operations and sales leaders both ask: why does nobody trust the numbers? The usual answers are duplicate customer accounts created by several teams, required fields that slow down busy reps and automation layered on by successive admins. We measure usage, interview people on the floor and in the field, then simplify layouts, merge duplicates, move old rules into Flow and rebuild the dashboards leadership actually reviews, all without starting the org over.
Wholesale trade contributes no less than 10.3% of 2024 metro GDP, nearly matching transportation. Distributors that installed Salesforce years ago often find reps logging calls in email instead, because the layout asks for fields nobody uses. Optimization trims those screens, adds reorder alerts built from ERP history and replaces a dozen overlapping reports with one account view per territory, so managers can see which buyers are slipping before the quarter ends.
Food and beverage manufacturing and distribution is one of EDGE's key industries. Producers selling to grocery, foodservice and institutional buyers tend to accumulate promotion tracking, broker activity and pricing exceptions in separate tools. We consolidate those into Salesforce records reps will actually update, clean account data by chain and distributor, and build dashboards comparing plan to shipped volume. The goal is a sales team that stops maintaining parallel spreadsheets for each retail customer.
Manufacturers in the metro, from paper and packaging to automotive components, frequently run orgs where quote approvals, service requests and forecasts were each automated by a different admin. The result is Flows and legacy workflow rules that fire in conflicting order. Our optimization work inventories every automation, merges what overlaps into maintainable Flows and tests each change against real orders, so reps regain confidence that a saved quote will route correctly.
Before redesigning anything, pull evidence of avoidance: which users rarely log in, which fields stay empty and which reports nobody opens. Then interview a handful of reps, dispatchers and service agents, so changes target the actual friction instead of the loudest complaint from a single department.
Dashboards rebuilt on top of duplicate customers and inconsistent stages will lose trust again within weeks. Merge duplicates, standardize account names and ship-to data, and agree on stage definitions with sales leadership before a single new chart is published to managers.
Many orgs carry fields, reports and email templates that no one has touched in a year or more. Archiving them shortens page layouts, speeds up searches and makes the remaining automation easier to understand for whoever maintains the org next.
How our salesforce optimization works →
Client names are anonymized, and these projects are not specific to Memphis.
Usually, if the cause is the org rather than the people. Reps abandon Salesforce when entering an update takes longer than the spreadsheet, when layouts show irrelevant fields or when forecasts do not match what managers ask for. We shorten the screens, add mobile-friendly quick actions and rebuild forecasts on agreed stage definitions, then retrain each team on what changed and track usage for several weeks afterward.
Yes. Optimization keeps your existing data model and history and improves what sits on top of it: layouts, automation, data quality and reporting. Starting over is justified only if the core structure is wrong, for example when shippers, locations and billing entities were all forced into a single object. We confirm which case applies by examining the objects themselves before anyone commits budget.
By giving them something back. For operations staff that usually means a case queue that shows shipment status without switching screens, and for field reps a mobile view with the day's accounts and open issues. We involve a few frontline users in testing, keep required fields to the minimum a process truly needs and publish short, role-specific guides rather than a single long manual.
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