Invisible Fence Salesforce Success Story | VectorX
OVERVIEW
Hitting The
High Notes
Benchmark International is a global middle-market M&A advisory firm serving business owners who are ready to take the next step in their journey. They specialize in representing sellers who are often overlooked, too sophisticated for local brokers, yet not a fit for large institutional investment banks. With a worldwide footprint and a dedicated team focused solely on sell-side transactions, Benchmark International has become one of the most trusted names in helping founders and owners realize the full value of their life’s work.
CONTEXT
INDUSTRY
- Mid-Market M&A Advisory
- Financial Services
- Investment Banking (Sell-Side)
BUSINESS STATS
- 14 Global Offices
- Focused on Mid-Market Sellers ($5M—$250M revenue)
- Dedicated 10-Person Team Assigned to Each Client
- Global Reach Across Multiple Continents
CHALLENGES
- Failing Automations and Technical Debt
- Two Unsuccessful Implementation Attempts
- Fragmented Workflow Between Origination and Transaction Teams
- Lack of Scalability for Planned Buyer Experience
- Limited Platform Confidence and Unstable Systems
- Difficulty Moving Beyond CRM Use Case Toward Enterprise Capability
Your Look Behind-The-Scenes
As Benchmark continued scaling, Salesforce was adopted to support the origination side of the business and eventually expand into transaction management. After initial rollout success, the platform became increasingly complex. Custom development, multiple failed partner engagements, and architectural debt created instability, especially on the transaction side, where Salesforce had to serve as both a CRM and an ERP.
Key challenges included:
- Automations failing without visibility
- Poor data structure and technical debt
- Lack of alignment between platform capabilities and roadmap
- Missed expectations with prior development partners
- Rising internal concern that Salesforce might not support long-term strategy
“We weren’t giving up on Salesforce, but our confidence was slipping. We had two failed rollouts, automations breaking, and persistent limitations. At one point, we began discussing whether we needed a contingency plan.”
SOLUTION
Solutions Taking Center Stage
After a series of strategic conversations with various partners recommended by Salesforce, Benchmark chose VectorX. The choice wasn’t only about technical capability, but about alignment in approach, culture, and long-term thinking.
VectorX began the engagement by stabilizing the existing Salesforce environment:
- Full platform assessment and remediation
- Consolidated and rebuilt failing automations
- Updated deprecated components
- Reduced technical debt
- Strengthened governance and security models
- Consolidated and rebuilt failing automations
- Redesigned data model for transaction management
- Prepared Salesforce to serve as the foundation for a scalable buyer experience
- Prepared Salesforce to serve as the foundation for a scalable buyer experience
- Built a modern Buyer Portal powered by Salesforce Experience Cloud
- Searchable marketplace of live deals
- Streamlined confidentiality and CIM request workflows
- Mobile-friendly digital CIM experience
- Automated notifications, escalation paths, and search-saved alerts
- Searchable marketplace of live deals
The portal introduced a new user experience for buyers, more akin to modern digital purchasing workflows than legacy document-based M&A processes.
“We wanted to disrupt the industry. You can buy a $30,000 car online with filters and instant access, yet if you want to buy a $15M company, you get a PDF in Outlook. The portal changed that.”
VectorX continued to support ongoing enhancements and cross-platform technology strategy, not only as Salesforce implementers but as broader digital advisors.
OUTCOME
Results of a Powerful Duo
“VectorX stopped being just an implementation partner. There are times we forget who works for whom. They challenge us, we challenge them, and the product is better for it.”
Since launching the Buyer Portal and stabilizing Salesforce as Benchmark’s core system of engagement, measurable improvements have accelerated across the business.
Documented outcomes include:
- 60% increase in CIMs issued to buyers
- ~40% increase in offers submitted on behalf of clients
- Registered buyers with strong recurring engagement and usage activity
- Reduced manual operational overhead
- Stronger process governance and automation reliability
- Increased confidence in platform stability and scalability
The portal also improved seller confidence. Buyers now receive instant matches, and Benchmark can monitor, retract, or gate access, something impossible with PDF-based distribution.
Final Word
“If you want a partner who says yes to everything, VectorX isn’t it, and that’s a good thing. They’re invested in helping us succeed, not just selling licenses or checking boxes. Treat them like a partner, and you’ll get far more value than you expect.”
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