Overview
From scattered records to a single automated flow
What You Need To Know
When Salesforce data becomes scattered and ownership is unclear, teams can struggle to find information, manage access, and work together efficiently. Karlville needed an organized Salesforce setup with clear ownership, simpler processes, and better visibility so teams could work faster.
Why It Matters
Karlville’s Salesforce instance had become bloated, with fragmented data, limited visibility, and disconnected ownership that stifled collaboration. HIC rebuilt the foundation, cleaning up legacy processes, implementing ownership logic, and enabling faster handovers without compromising security or data integrity.
What HIC Did
For a manufacturing business with distributed teams, fractured systems can disrupt workflows, delay sales cycles, and cost time. This overhaul gave Karlville a modernized Salesforce setup that empowers teams, reduces errors, and accelerates decision-making.
Challenges Faced
Bottlenecks slowing every hand-off
Data Ownership Gaps:
Disorganized data ownership leads to poor visibility.
User & Role Confusion:
Inactive users and outdated roles were creating access confusion.
Broken Automation Flow:
Automation conflicts were causing process delays.
Performance Bottlenecks:
Redundant metadata was slowing down Salesforce’s performance.
No Testing Infrastructure:
Lack of test frameworks made enhancements risky and time-consuming.
About the Company
Karlville is a packaging machinery manufacturer headquartered in Miami, Florida, with operations and partnerships in over 85 countries. They specialize in sustainable pouching, shrink sleeve, and spout inserting solutions for global brands.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Ownership Realignment:
Implemented structured ownership transition for teams and leads.
System Cleanup & Optimization:
Removed legacy metadata, inactive users, and obsolete automations.
Testing Framework Deployment:
Created reusable testing frameworks for regression and future use.
Cross-Team Visibility:
Streamlined record visibility across departments.
Data Ownership Gaps:
Scaled the platform with a modular setup for global operations.