After a failed Salesforce implementation left the sales team without a usable process, Everpeak rebuilt Hirsch Solutions' end-to-end Salesforce sales operations and streamlined quoting with DocuSign, driving strong adoption and trusted reporting across the business.

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About Hirsch Solutions

Founded in 1968, Hirsch Solutions is a U.S.-based leader in apparel decoration technology and equipment distribution.. They help businesses start, grow, and diversify through embroidery, DTG/DTF printing, laser engraving, wide-format signage, and automation software, backed by training and long-term support.

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The Challenge‍

Hirsch Solutions came to Everpeak after a failed Salesforce implementation that was confusing, disorganized, and not meeting their needs. The sales team had no standardized workflows, no visibility into deal metrics, and no reliable way to manage quoting or contracts inside the CRM. Reporting was showing data that reps couldn’t rely on, and leadership couldn’t trust. 

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Pain Points

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•   No defined Sales Ops process. Salesforce had no consistent field setup, stage definitions, or automations, leaving reps to do manual work which often left gaps in reporting and inaccurate data.

•   Zero visibility into KPIs and deal activity. Reps had no accurate dashboard or activity tracking to see where deals stood or how they were performing.

•   Quoting and contracts lived outside the CRM. Quotes were built manually and contracts were generated in Conga, signed through DocuSign, and never stored back in Salesforce.

The Solution

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Modernized the Salesforce Lead-to-Contract Process

A full lead-to-contract sales cycle was built inside Salesforce, establishing a standardized process for lead capture, conversion, opportunity creation, and quote management. Consistent fields, stages, and automation were configured to reduce rep guesswork and ensure clean, reliable data at every step.

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DocuSign Integration for Quoting Inside Salesforce

Hirsch's e-signature platforms were consolidated and we integrated DocuSign directly into Salesforce. Reps can now generate, edit, send, and store all DocuSign documents without ever leaving the CRM. This replaced a manual, multi-system process that cost reps significant time on every quote.

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Custom Territory Assignment Down to ZIP Code

A custom territory routing process was built to automatically assign leads and accounts to the correct rep based on ZIP code, ensuring the right rep receives the right records immediately upon entry into the system.

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Data Cleanup and Activity Tracking

A duplicate catcher tool was integrated to clean up messy data across all reps and objects. Automated field values are now assigned based on defined criteria, keeping the pipeline accurate and reducing the manual data entry that led to errors. Activity tracking was also enabled, giving reps and leadership full visibility into deal progress.

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Reporting and Dashboards for All Levels

Visualizations and analytics were built out and tailored to each level of the organization, from rep-level pipeline views to leadership dashboards. For the first time, leadership had reporting they could navigate easily and trust completely. 

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The Impact

With a rebuilt Salesforce foundation and a sales process that finally matched how the team works, the results came quickly. Adoption climbed, response times dropped, and leadership gained reporting they could actually trust.

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•   Salesforce adoption jumped from 55% to 85%, driven by a system reps could actually use day to day.

•   Lead response time went from 22 hours to 1 minute, with reps now receiving an alert the moment a new lead is assigned.

•   Quoting became 10 to 15 minutes faster per quote, with quotes generated automatically instead of being manually copy-pasted.

•   Data quality improved across the board, with fewer duplicates, automated field logic, and pipelines reps can trust at a glance.

•   Leadership finally has dashboards they rely on, with the forecasting confidence and visibility that had previously been out of reach.

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