Their story
Coral Memorial is a pioneering company in Spain’s funeral sector, with extensive experience in the installation and management of parish columbariums.
They are recognized for their innovative approach and forward-thinking vision.
Anticipating changes in the market, Coral Memorial offers solutions that respond to the growing demand for cremation and the desire to preserve ashes in respectful and meaningful spaces.
They specialize in designing, building, and managing columbaria within churches and sacred spaces, ensuring dignified custody of ashes in environments with deep spiritual value.
Coral Memorial’s mission is to support families through the loss of a loved one by providing a unique, comforting, and dignified space to remember and honor their memory.
Results
obtained
The Nuvolar team transformed an overly complex Salesforce implementation into a user-friendly, agile platform.
Thanks to a deep understanding of the Sales process, UI simplification, pricing model optimization, and dynamic, custom-branded templates, we delivered a solution tailored to the Sales team’s real needs.
The result: an intuitive, efficient system that empowered Sales Reps, boosted productivity, and restored trust in the Salesforce investment.
The entire Sales team started using the Salesforce platform daily — immediate impact.
The new revamped UX was so intuitive, only minimal training was needed.
spent creating Quotes and Invoices, thanks to automated, dynamic templates aligned with the brand.
The challenge
After purchasing the Salesforce platform and licenses, Coral made a significant financial investment in building a custom solution through a third-party consultancy.
Expectations were high: the system was meant to streamline the Sales process, improve efficiency, and become a key tool for closing deals faster.
The reality? The final implementation fell far short. The system was overly complex, with a cluttered and unintuitive interface that didn’t reflect the Sales team’s actual workflows.
Instead of simplifying tasks, it added layers of unnecessary steps and configurations, causing confusion and frustration.
Sales Reps felt overwhelmed by the rigid system, which included excessive, irrelevant features. Adoption was low, and many users reverted to manual or offline tools to avoid the platform.
The original goal—simplifying and optimizing Sales operations—was not achieved. Instead, the system became a barrier to productivity.
We found a true partner in Nuvolar,
not just a service provider. They took the time to understand our specific needs and delivered well-thought-out solutions tailored to our real challenges and long-term goals.
One of the biggest wins was how intuitive the app turned out to be. Sales Reps barely needed any training and started generating quotes and invoices almost immediately.
Joan Ortíz Mata, Accounting Department @ Coral Memorial
First actions
With this situation in mind, Nuvolar redefined Coral Memorial’s strategy, focusing on:
✅ Deep understanding of the sales process and user needs:
We conducted requirements-gathering sessions to identify key challenges, needs, and opportunities. Clear diagrams mapped workflows, processes, and system relationships.
✅ Radical UI simplification:
We added intuitive sections and removed unnecessary fields. Navigation became clear and efficient.
✅ Optimized pricing model:
We automated calculations using a simplified model—reducing manual work and errors, while speeding up and improving quote accuracy.
✅ Automated templates creation:
We quickly identified the need to develop dynamic, easily customizable templates tailored to Coral’s team processes. This would help them avoid manual tasks and benefit from more modern and efficient templates.
Our solution
We focused on redesigning Salesforce with a strategic, user-centric approach.
The Goal? Transform an overcomplicated, underused system into a smart, intuitive tool that actually works for the Sales team.
1️⃣ In-depth sales process analysis:
We interviewed sales reps to understand workflows, pain points, and goals. Their insights guided the entire redesign.
2️⃣ Radical UX Simplification:
We rebuilt the user experience from scratch—clean, focused, and role-based. No distractions, just what each user needs.
3️⃣ Smarter Pricing Logic:
The old model was too complex. We created a simple but precise pricing engine that allows agents to generate quotes quickly and independently.
4️⃣ Dynamic, branded templates:
We built automated templates for quotes and contracts—professional, consistent, and fully integrated with Salesforce data.
The interface is clean, user-friendly, and makes daily tasks much simpler. It has saved us a lot of time and significantly improved the team’s efficiency.
Our agents now use Salesforce with ease and genuinely appreciate its simplicity. Transitioning to the new system was easy for everyone.
Joan Ortíz Mata, Accounting Department @ Coral Memorial
Technology used
A cloud-based CRM that centralizes customer data, tracks opportunities, automates tasks, and manages the sales process.
Automation tools for tasks like sending emails, assigning tasks, and managing approvals—reducing manual work.
A modern framework for building front-end web components using standard web technologies like HTML, JavaScript, and CSS.
