Realigning Process and Architecture for Scale
Rewind provides secure data backup and recovery for ecommerce platforms like Shopify and BigCommerce, protecting critical data such as products, orders, and customer records. As Rewind scaled, their Salesforce needed to scale with them —so they partnered with Terrabbit to optimize their org, improve automation, and strengthen data quality across systems.
By early 2024, Rewind had strong market traction and increasing sales activity, but its Salesforce environment struggled to keep pace with the business
Limited Insight & Reporting
Without consolidated reporting and dashboards, leadership struggled to get reliable insights on key performance indicators such as quota attainment, client follow-ups, lead health, and sales activity.
Rewind needed a partner who could refine sales workflows, stabilize integrations, improve automation, and deliver clearer visibility - without disrupting an already fast-moving organization.
The engagement ran from May 2024 through January 2025 and followed a deliberate, phased approach designed to strengthen Salesforce as a reliable operating system.
Terrabbit began by assessing how Salesforce was functioning under real-world sales conditions. This included mapping sales workflows end to end, reviewing forecasting and activity tracking practices, and auditing the data flowing into Salesforce from connected systems.
Early analysis revealed that data inconsistency and integration instability were causing errors in reporting, duplicate or missing records, and poor decision-making across the sales organization. Rather than layering automation on top of these issues, Terrabbit focused first on restoring Salesforce’s role as the single source of truth. Core account, contact, lead, and campaign data were cleaned, standardized, and validated to eliminate duplication and conflicting records.
With a stable data foundation in place, Terrabbit turned its attention to how Salesforce was used day to day by the sales team. Fragmented configurations were consolidated into a unified Sales App, creating a consistent experience across teams. Activity tracking was refined to ensure meaningful engagement data was captured reliably, and customer feedback measurement was introduced through Case CSAT to provide greater insight into post-sale interactions.
Throughout this phase, Terrabbit worked closely with stakeholders to ensure changes reflected how sales teams actually operate. Focusing on reducing friction rather than introducing new process overhead.
Once workflows were consistent and data quality restored, Terrabbit addressed integration health and automation. Key integrations, including HubSpot, HighTouch, SalesLoft, ZoomInfo, and RingCentral were audited and stabilized to ensure accurate and reliable data flow across systems.
Automation was introduced selectively, reinforcing established processes rather than complicating them. Reporting and dashboards were then refined to give leadership a clear, dependable view of pipeline health, quota performance, and activity levels, including executive-facing views such as the Presidents Club dashboard.
By project close, Rewind had a Salesforce environment that leadership could trust and sales teams could rely on. Data was consistent, integrations were stable, and reporting reflected reality. Most importantly, Salesforce once again supported consistent sales execution at scale, positioning Rewind for continued growth without operational rework.