§ Case Study · Salesforce & IT Services

Winning enterprise Salesforce and IT services deals against tier-one SIs with deeper benches.

Long-cycle services deals where the obvious choice was always the larger competitor. We sharpened differentiation around delivery proof, multi-threaded across IT and business sponsors, and ran the close plan from SOW to signature.

Client
Bodhtree
Region
US · UK · India
Deal size
$120K–$400K SOWs
Cycle
6–12 months
§ The situation

Enterprise services pipeline competing for Salesforce, integration, and managed IT engagements against the global SIs. Strong delivery track record, but the sales conversation kept defaulting to capability comparisons the larger competitors would always win on paper.

§ Where it was breaking

Differentiation was built on price and capability matrix — both losing arguments against tier-one SIs. Deals were single-threaded into IT, so when the business sponsor changed mind on scope, there was no second column of support. Late-stage SOWs sat unsigned for weeks waiting on legal and procurement.

§ What we did

Rebuilt the differentiation around delivery proof — specific outcomes, named clients, post-go-live data. Multi-threaded each opportunity into both IT and the business sponsor so scope changes had a champion on each side. Ran the close plan as a structured weekly cadence from final SOW through legal, procurement, and signature.

§ The close

Won enterprise accounts head-to-head against larger competitors. The services pipeline became predictable enough to forecast — fewer late-stage surprises, fewer SOWs stuck in legal, more deals closing inside the quarter they were committed to.

"
We stopped losing enterprise deals on capability and started winning them on delivery proof.
Practice Leader · Bodhtree
§ Bring me into your deal

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