CodaMetrix's Director of Account Management Kate Boerma did not originally envision that she would be responsible for building the company's Salesforce configuration. Though she had some familiarity with the platform as a user, she quickly realized the team would need more support in creating a scalable CRM that would be beneficial both immediately and in the future. Rather than hiring a Salesforce Admin, CodaMetrix implemented Sweep to support Kate and her team in building, customizing, and incorporating best practices that would set the entire company up for success.