Client information
Baumer.ge is a Georgian company established in 2013, specializing in MEP (Mechanical, Electrical, and Plumbing) materials, design, installation, and maintenance services. They offer a comprehensive range of services, including full MEP system management, monitoring, and regular equipment maintenance.
What was their objective?
Baumer.ge aimed to implement Salesforce Sales Cloud to:
- Organize and structure their complex B2B sales process (in whole holding structure - many independent entities) for engineering systems (involving products and services across multiple categories like HVAC, electricity, fire safety, etc.).
- Track leads and opportunities at three levels: company, project, and category, reflecting their internal view of multi-category projects.
- Enable performance tracking and reporting by team hierarchy (group → head → department lead) with role-based visibility and KPIs.
- Lay the foundation for lead generation automation, activity tracking, and potential integration with tools like Outlook, PlanRadar, and possibly Slack.
- Replace a lack of CRM structure (monday.com) with a centralized, scalable platform.
How did we help them solve the issue?
We implemented Salesforce Sales Cloud with a solution tailored to their dual business model — combining product sales and engineering services — ensuring alignment with their internal operational structure.
- Key Elements of the Implementation:
- Opportunity Tracking by Business Pillar
- Each project is tracked as a unified opportunity with separate category-level sub-records (e.g., Heating, Ventilation, Electricity), enabling both overall and granular revenue tracking.
- Multi-Level Hierarchy Support
- We configured role-based access and hierarchical visibility, so team members can only view and manage records relevant to their group or region. Group heads and department leads have access to summarized performance indicators.
- We configured role-based access and hierarchical visibility, so team members can only view and manage records relevant to their group or region. Group heads and department leads have access to summarized performance indicators.
- Security & Data Governance
- Robust sharing settings, permission sets, and role hierarchy ensure data is protected and accessible only to authorized users — fully aligned with Baumer’s internal team structure and confidentiality requirements.
- Robust sharing settings, permission sets, and role hierarchy ensure data is protected and accessible only to authorized users — fully aligned with Baumer’s internal team structure and confidentiality requirements.
- Lead & Activity Management
- Salesforce now supports streamlined lead capture and assignment, along with activity tracking by user, category, and project, allowing for better visibility into daily, weekly, and monthly sales team efforts.
Client quote
"Salesforce as a platform gave us the flexibility to build around our internal processes without needing complex tools. Throughout our project, the Namiru Solutions’ team was supportive, helpful, attentive and easy to approach. They were responsive, patient, and always ready to help us figure things out when we needed clarity. They took time to understand our needs and offered support when it truly mattered. Their responsiveness and patience made a big difference, especially during more technical phases. We appreciated having a team we could rely on."
-Ketevan Mikiashvili, CRM Project Manager
