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Automating Quotes and Boosting Visibility: Xtrack.com’s Salesforce Journey

The Partnership in Action:

“Perfectly led project. The demo phase with our data made decisions easy. Fast delivery, experienced team, and practical guidance. Exceptional flexibility in contracting hours. Highly recommended.”


- Łukasz Bartosz, Sales Director at XTrack

Overview

With a massive portfolio including over 2,500 clients in 26 countries and managing 55,000+ assets, XTrack has spent 20+ years supporting the waste management industry. However, as a fast-growing provider of monitoring solutions, they realized they couldn't grow without Salesforce anymore. Expanding rapidly by growing their sales team, they selected Namiru as a trusted partner with an amazing track record. Our architects and consultants stepped in to help because their sales process was split between manual workflows and a custom in-house CRM, which was difficult to maintain and slow to bring new features to market. They were looking for a reliable system that could streamline work, reduce manual effort, and support their growth.


Challenges

Much of the team’s work relied on manual quote creation, document preparation, and communication outside the system. Their in-house CRM required significant internal development effort, delaying updates and improvements. Pipeline visibility was limited, making forecasting slow and inconsistent. The sales process lacked automation and standardization, which made operations less efficient and onboarding more time-consuming.


Our Solution

Namiru Solutions implemented Salesforce Sales Cloud and redesigned XTrack’s complete sales process around a structured, scalable workflow. The new setup replaced manual document creation with automated generation of proposals, agreements, and related materials directly in Salesforce. We introduced a unified opportunity flow to standardize how deals progress from lead to close. Real-time dashboards were built to give clear visibility into KPIs, forecasting, and pipeline health. The project was delivered in just three months with iterative improvements and a flexible contracting model adapted to Xtrack.com’s needs.


Impact

Document creation time was reduced from hours to minutes, thanks to standardized and automated templates. Forecasting accuracy improved through real-time dashboards that surfaced key insights instantly. The unified process enabled faster onboarding of new sales reps and reduced operational friction across the team. With Salesforce in place, Xtrack now operates on a reliable and scalable foundation that no longer depends on slow internal development cycles.

With Salesforce Sales Cloud, XTrack replaced a manual and development-heavy setup with a streamlined, automated sales platform. The new system provides consistent processes, faster document generation, and clear visibility, supporting both their current operations and future growth.



From Zendesk to Salesforce. In 4 Weeks. Fixed Price. Zero Disruption.