Their story
Coral Memorial is a pioneering company in Spain’s funeral sector, with extensive experience in the installation and management of parish columbariums.
It is recognized for its innovative and forward-thinking approach.
The company has anticipated shifts in the industry, offering solutions that respond to the growing demand for cremation and the desire to preserve ashes in respectful, meaningful settings.
Coral Memorial specializes in the design, construction, and management of columbariums within churches and sacred spaces, ensuring the dignified custody of ashes in environments that honor spiritual significance.
Their mission is to support families in the loss of a loved one by offering a unique, comforting, and dignified space to remember and honor their memory.
Results
obtained
The Nuvolar team transformed Coral’s over-engineered Salesforce setup into a streamlined, user-focused platform.
By deeply understanding the sales process, simplifying the user interface, optimizing pricing logic, and introducing professional, branded document templates, we delivered a solution aligned with the real needs of the sales team. The result: a highly adoptable, efficient, and easy-to-use system that empowered sales reps, boosted productivity, and restored confidence 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.
to Generate Invoices and Quotes with branded, automated template.
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 new system was meant to streamline the sales process, increase efficiency, and provide the sales team with a powerful tool to close deals faster.
Unfortunately, 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 altogether.
The original goal—simplifying and optimizing sales operations—was not achieved. Instead, the system became a barrier to productivity.
The Nuvolar team took the time to understand our specific needs and came back with thoughtful, well-tailored solutions that addressed both our immediate challenges and long-term goals. It felt like having a true partner, not just a service provider.
The agents are now using Salesforce with no issues and really appreciate how simple it is to use. It’s been truly easy for everyone to adapt to the new system.
Joan Ortíz Mata, Accounting Department @ Coral Memorial
First actions
With this information in mind, the team decided to give a twist to Coral Memorial’s strategy, focusing on:
✅ Understanding the Sales Process and User Needs
✅ Radically Simplifying the User Interface
✅ Streamlining the Pricing Model
✅ Creating Modern, On-Brand Document Templates
Our solution
We understood the challenges Coral Memorial was facing and took a strategic, user-centric approach to revamp their Salesforce implementation.
The Goal? Transform an overcomplicated, underused system into a smart, intuitive tool that actually works for the sales team. Our approach focused on four key pillars:
1️⃣ Deep Dive into the Sales Process:
We talked directly with sales reps to understand their workflows, pain points, and goals. Their insights shaped the solution.
2️⃣ Radical UX Simplification:
We redesigned the interface to be clean, clear, and role-specific. No clutter, no confusion—just what users need to get the job done.
3️⃣ Smarter Pricing Logic:
The old setup was too complex. We built a simplified pricing engine that lets reps generate accurate quotes fast—no tech help needed.
4️⃣ Branded, Automated Documents:
We introduced dynamic, fully branded templates for quotes and contracts—always consistent, always professional, and powered by Salesforce data.
One of the biggest wins from this implementation was how intuitive the app turned out to be. Our agents needed very little training to get started—they were generating invoices and quotes confidently almost right away.
The interface is clean, user-friendly,
and makes day-to-day tasks much simpler.
It’s been a huge time-saver and has really improved our team’s efficiency.
Joan Ortíz Mata, Accounting Department @ Coral Memorial
Technology used
A cloud-based, all-in-one sales tool and Customer Relationship Management (CRM) platform that integrates all customer-related information in one place. Sales Cloud helps companies manage leads, track progress, and automate sales procedures.
Salesforce automations are tools and features that help streamline and simplify business processes by automatically performing tasks based on set rules or triggers. They reduce manual work by handling things like sending emails, updating records, assigning tasks, or approving requests.
A modern framework for building web components on the Salesforce platform. They leverage standard web technologies like HTML, JavaScript, and CSS, making them easy to learn and use for developers familiar with front-end development.
