PKG Group Eliminated 800+ Hours of Admin Work Without Adding Headcount

Challenge

As PKG Group continued to expand its packaging solutions, their initial sales process consisted of scattered Box folders and repeatedly breaking manual workflows. When managing critical deal documents (artworks, quotes, agreements), the team struggled with multiple versions, leading to lost files and confusion.

Sales reps wasted time searching for the right documents, manually processing samples, and creating quotes through disconnected systems.

As PKG planned to scale their sales efforts, they needed a solution that would help them regain operational control and accelerate their sales cycle without expensive new systems. This is where Clientell stepped in.

Solution

Intelligent Document Management

PKG Group implemented a custom OneDrive integration that revolutionized their document management:

• Automated Folders: System automatically creates dedicated folders for every Salesforce object (Opportunities, Accounts).
• Optimized Transfer: Files uploaded in Salesforce transmit to OneDrive with optimized performance through chunked transfers.
• Version Control: Complete version history maintained with clear tracking and instant accessibility.
• Unified Access: Real-time document access directly from both Salesforce and OneDrive interfaces.

This eliminated version confusion and file loss while providing a single source of truth for all deal documents.

End-to-End Sales Process Automation

After transforming document management, PKG Group leveraged Clientell to streamline their entire sales workflow:

Sampling Process:

• Account Executives initiate sample requests directly from Opportunity records.
• System tracks approval status and sample location throughout the process.
• Automatic customer notifications with tracking details upon sample shipment.
• Follow-up tasks ensure conversion from sample to purchase order.

Quotation Management:

• Create quotes directly in Salesforce using product catalog and customer data.
• Automated approval workflows based on discount thresholds.
• Approved quotes automatically delivered to customers with consistent formatting.
• Real-time analytics provide visibility into quotation performance.

Results

By implementing Clientell, PKG Group was able to efficiently scale their sales operations without adding headcount or expensive new systems.

Clientell's hands-on implementation and responsive support helped PKG's sales team drive measurable impact on revenue growth instead of administrative tasks.