Case Studies

Real results from real implementations.

See how we help growth-stage companies transform Salesforce into their most powerful operational system.

Scaling Revenue Operations for a Series B SaaS Company

B2B SaaS
120 employees
Sales Cloud, Service Cloud

Challenge

Rapid growth outpaced their Salesforce org. Manual processes, duplicated data, and unreliable reporting were slowing the sales team and frustrating leadership.

Solution

Complete org redesign with clean data architecture, automated lead routing, and a custom reporting framework aligned to their revenue metrics.

Technical Execution

  • Full discovery audit of existing org
  • Redesigned object model & data architecture
  • Implemented automated lead scoring & assignment
  • Built executive dashboard suite
  • Migrated and deduplicated 50K+ records

Results

30% reduction in admin timeSales cycle visibility improved by 40%Forecast accuracy increased significantly

Unifying Customer Support Across Three Product Lines

FinTech
85 employees
Service Cloud

Challenge

Three separate support workflows with no unified view. Agents were context-switching between tools, leading to slow resolution times and poor customer experience.

Solution

Consolidated support onto Service Cloud with custom case routing, SLA tracking, and a unified agent console across all product lines.

Technical Execution

  • Stakeholder workshops across all product teams
  • Designed unified case management model
  • Built custom Lightning console for agents
  • Implemented SLA-based escalation automation
  • Created knowledge base integration

Results

45% faster average case resolutionUnified agent experience across productsCustomer satisfaction scores improved

Building a Connected Sales Engine with ERP Integration

Manufacturing
200 employees
Sales Cloud

Challenge

Sales team was manually entering orders into both Salesforce and their ERP system. Data inconsistencies led to billing errors and delayed shipments.

Solution

End-to-end integration between Salesforce and NetSuite ERP with automated order sync, real-time inventory visibility, and quote-to-cash automation.

Technical Execution

  • Integration architecture design
  • REST API middleware development
  • Bi-directional data sync implementation
  • Custom CPQ workflow in Salesforce
  • Error handling & retry logic

Results

Eliminated double data entry entirelyOrder processing time reduced by 60%Billing accuracy improved to 99%+

Salesforce Org Cleanup & Governance for Growth-Stage Startup

HealthTech
50 employees
Sales Cloud

Challenge

The org had accumulated years of technical debt from multiple admins. No documentation, inconsistent automation, and broken workflows were undermining trust in the platform.

Solution

Systematic org cleanup, governance framework implementation, and transition to managed operations with a structured release process.

Technical Execution

  • Comprehensive org audit & documentation
  • Removed 40+ unused fields and workflows
  • Rebuilt automation with consistent patterns
  • Implemented permission set architecture
  • Established change management process

Results

Technical debt eliminated across the orgTeam adoption increased significantlyMonthly release cadence established

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