Get a free consultation

Buffalo 7 are a digital design agency who specialise in turning every day presentations (such as PowerPoint, Keynote or Prezi) into high-quality, professional slide decks with the vision of ‘turning the unremarkable into the incredible’.

Their Service, Sales and Project teams work together closely to deliver an unrivalled end-to-end design management process with high-end results.

Business Challenges

Buffalo 7 were using an alternative CRM solution (Pipedrive) for the past 5 years and a separate system to manage their projects. Up until recently, these had been fit for purpose. However, in the last 12-18 months the staff headcount and turnover have almost doubled, and the ability to build advanced functionality around their CRM/Project systems had become a necessity.

Multiple Systems Data replicated across several systems meaning there was no single-customer view

Management Information Very difficult to report on Sales lifecycle and forecasts

Managing Communications Unable to combine all communication channels into one central location

Manual Data Entry Double entry required from CRM to Project Management to Invoicing systems

Invoicing Inability to generate invoices from current CRM

Calendar Integration Unable to link their Google calendars into current CRM solution

Consultants at Seamless Ideas will help you define and execute strategies across the customer lifecycle

Implemented Solutions

Through on-site workshops with the project team we identified and prioritised all of Buffalo 7’s requirements. Seamlessideas then documented a proposed solution and implemented the following features:

Case Management Developed case functionality to allow the management of inbound enquiries

Live Agent Implemented Live Agent web chat to manage customer enquiries from the website

Web-to-Case For queries outside of business hours, Seamlessideas implemented Web-to-Case forms

Email-to-Case Linked the support desk’s central email box so that email enquiries could be managed from Salesforce

Sales Process Defined the end-to-end sales process and developed Leads, Accounts and Contacts to manage the process

Xero Integration Implemented the Breadwinner application to integrate Xero with ‘Mission Control’ projects

Salesforce Inbox Implemented Salesforce Inbox and delivered roll-out to users

E-signatures Integrated DocuSign into Salesforce Opportunities, creating multiple dynamic document templates with the ability to auto-populate with Salesforce data

Train-the-Trainer Ran a train-the-trainer session to give Buffalo 7 the ability and tools to train all current and future users internally

Seamless Ideas will help you engage and build connections with leads and clients


Our work with Buffalo 7 proved to be a resounding success. Here are some details below.

50% Increase in Lead Conversions With cases working as a qualification area where leads are separated from enquiries, the percentage of new leads converting has increased by 50%

22% Time Reduction in Sales Lifecycle Through process engineering and effective automation, the average end-to-end sales lifecycle time has been reduced by 22%

71% Reduction in Response Times With Docusign in place, the average time to receive responses to signature requests has been reduced from 7 days to 2 days

Ultimate guide to CRM

A CRM enables you to achieve your various business goals by making it easier to manage and sustain Read more

Buyer’s guide for CRM expert

This guide provides extremely relevant information about selecting, hiring and working with a CRM Read more

Pardot Engagement Studio

Pardot engagement studio is a lead nurturing tool that uses a personalized approach to email marketing. Read more

Discussing Categories of CRM

The vastly accepted classifications of CRM are Operational, Analytical, and Collaborative. Read more

Arrange a FREE consultation
with our Consultants

Rizwan Malik

Founder, CEO

With over ten years' Salesforce experience, Rizwan has grown Seamlessideas into a successful consultancy and strategic Salesforce partner.

Jill Tracey

Program Management Lead

Jill’s ten years’ of experience in client-side Sales, Marketing and CRM provides an invaluable client-centric approach and understanding to program management.

Contact the team at Seamlessideas and let's talk CRM

Request a free consultation

    Open chat
    Hello 👋
    How Can we help you?