How We Saved $1.5 Million (and Thousands of Hours) with 3 Smart Fixes

Ever wonder how much inefficiency is quietly costing your business? For one oil and gas services company, the answer was a jaw-dropping $1.5 million—until we at Vite Consulting stepped in. We turned their chaos into cash by optimizing warehouse inventory, fixing their sales process, and streamlining field ticketing—all using a Salesforce tool they already had. Oh, and that $1.5 million? It includes thousands of man-hours saved, proving efficiency is a double win. Here's the story.

The Mess We Found

This mid-sized oil and gas firm had all the signs of a business leaking money and time:

• Warehouse Woes: No one knew what was in stock. Over-ordering was burning cash, and stockouts were stalling jobs. Hours wasted on manual counts didn't help.
• Sales vs. Services Standoff: Sales reps quoted prices without checking margins with the services team, who had loftier profit goals. The result? Deals that looked good on paper but bled profits in reality.
• Field Billing Blues: They'd spent $500,000 on Salesforce—including a mobile version—but field staff weren't using it to invoice on-site. Jobs piled up unbilled, choking cash flow and eating up admin time.

The leadership knew something was off, but they were too deep in the day-to-day to see it. That's where we stepped in with fresh eyes and a no-nonsense plan.

Our Fix: Optimize, Don't Overhaul

At Vite Consulting, we don't believe in reinventing the wheel—just making it spin better. Here's how we tackled it:

1. Listening First: We interviewed everyone—sales, services, warehouse, field crews—to uncover what they didn't know was broken. Miscommunication and unused tech topped the list.
2. Three Targeted Tweaks:
   • Inventory Control: We set up a live counting system linked to Salesforce, syncing stock across warehouses in real-time. No more overstock or "where's my stuff?" delays.
   • Sales Alignment: We got sales and services on the same page with a shared margin setup in Salesforce. Quotes started matching profit goals—no more guesswork.
   • Field Ticketing: We flipped the switch on Salesforce mobile, training field staff to invoice right after jobs. Billing went from days to minutes.
3. Using What They Had: That $500,000 Salesforce investment? It was sitting there, half-asleep. We woke it up and made it the hero—no new tools needed.

The Payoff: $1.5 Million and a Leaner Team

The results hit fast and hard:

• Inventory Wins: Overstock costs dropped by hundreds of thousands, and we saved hours of manual counting—adding up to about $400,000 in direct and indirect value.
• Profit Jump: Fixing the sales process recovered $650,000 in lost margins, plus cut hours of team arguments.
• Cash and Time Freed Up: On-site invoicing unlocked $450,000 in stuck revenue and slashed billing time, saving thousands of field staff hours.

That $1.5 million isn't just cash—it's cash plus the value of time we gave back to the business. They didn't just save money; they got leaner, faster, and ready to grow.

The Secret? Simplicity and Smarts

We didn't sell them fancy new software or drag them through endless workshops. We used their existing Salesforce platform and fixed what was broken. It's practical, it's proven, and it works—whether you're in oil and gas or running a startup.

Is Your Business Bleeding Time and Money?

If your inventory's a guessing game, your teams aren't synced, or your tech's gathering dust, you might be sitting on a goldmine of savings. We saved this client $1.5 million—including thousands of man-hours—and we've done it for others too.

Want to see what we can do for you? Drop us a line at [your email] or head to viteconsulting.com for a free 30-minute chat. Let's find your $1.5 million.

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