Our Projects
Our portfolio boasts 100+ completed projects with 100% customer satisfaction. We have served the USA, EU, UK, Australia, Canada & many more countries.
High-volume operations require more than automation. They require a Salesforce architecture where data, processes and systems work as one.
Full-cycle business solution for gaming industry
Industry: Gaming / E-Commerce
Salesforce: Sales Cloud, API Integrations, Data Migration, Warehouse Management
Scale: 100 Salesforce users | 1,000–3,000 orders per day | 24/7 operations
When Salesforce Had to Keep Up With 3,000 Orders a Day
Building a high-volume Salesforce order management platform for the gaming industry
Salesforce projects are often about improving a CRM. This one was about making Salesforce keep up with the business.The client was a gaming industry provider with around 100 Salesforce users across sales, supply and customer care. The business processed 1,000–3,000 orders every day, 24/7, making order management the heart of the Salesforce implementation.
From Orders to a Connected Business Process
Sales Cloud was heavily customized to support the company's full-cycle order process and automate work across multiple teams. But an order never existed in isolation. It was connected to customers and suppliers, inventory, payments and external systems — all of which needed to work together reliably at high volume.
Custom solutions were developed for inventory tracking and payment management, while Salesforce was integrated with two web portals and a payment processing system.
The goal was not simply to record orders, but to connect the information and processes surrounding them.
Moving to Salesforce Without Stopping the Business
The project also included migrating data from the legacy system into Salesforce and adapting that data to the new processes. With thousands of orders arriving every day, the transition had to support the existing business while moving it to a new Salesforce-based environment.
Built Around the Business
The project ran from May 2023 to September 2025. The real challenge was not simply handling thousands of orders. It was making everything around them work together — sales, supply, inventory, payments and customer care, all connected through Salesforce.
The result was a Salesforce environment built around the way the business actually operated, with the complexity handled in the background and teams working from the same information, in the same system.
A connected digital experience requires more than a single platform — it requires an architecture where systems, services and data work together seamlessly behind a simple user experience.
Customer portal/web store for non-profit
Industry: Non-Profit Healthcare Professional Association
Salesforce: Sales Cloud, Experience Cloud (Customer Community), API Integrations, Single Sign-On (SSO), Order
Integrations: Zoom, LMS, goods delivery systems, Email Marketing Platforms and other internal/external systems
Users: Salesforce 30+, Community 15000
Location: USA
Project: May 2023 – Present
Building a User-Friendly Digital Community for a Non-Profit Healthcare Association
For a healthcare association, a digital community needs to do more than provide a place for members to log in. It needs to connect people with the services they use while working seamlessly with the organization's existing IT infrastructure.
The challenge was to create a simple, user-friendly community experience while integrating a complex network of systems behind the scenes.
One Community. Multiple Systems
A Salesforce Customer Community was implemented as a central platform for the association's members.
It was integrated with Zoom, LMS, goods delivery systems, email marketing and other internal and external platforms, allowing members to access multiple services through a more connected experience.
Complex Technology, Simple Experience
The project included development of multiple APIs, Single Sign-On (SSO) integrations and custom community components, together with significant updates to the organization's internal business logic.
These integrations allowed Salesforce to communicate with the wider IT ecosystem while keeping the user experience simple.
The result was a connected digital community that brought member services, learning, communication and business processes together in one place.
Salesforce automation and business-process integration for EV charging solution provider
Industry: EV charging
Salesforce: Sales Cloud, Web-shop & Accounting & Shipment Management & Project Management integrations, Incentives Management
Users: 50
Location: Canada & USA
From Lead to Order: Automating EV Charging Sales with Salesforce
For an EV charging provider operating across the USA and Canada, managing sales is only one part of the challenge.
A customer journey can start with a lead, move through a complex sales process, continue to an online purchase, and eventually involve payments, invoicing, warehouse operations and project delivery.
The challenge was to bring these processes together in a single Salesforce environment and automate the flow of information between them.
Salesforce was configured to support and automate the complete commercial process — from lead and opportunity management through web-shop and order management. Instead of treating sales, online purchases and order fulfillment as separate processes, the solution connected them into one continuous workflow. This gave teams a common view of the customer and reduced the need for manual handoffs between departments.
Automating the Commercial Engine
The implementation went beyond standard CRM functionality. A significant part of the solution focused on automating processes that support the sales organization, including:
Sales incentives and commission calculations
eDocument generation and management
Automated customer notifications
Order processing
Web-shop integration
Sales and customer process automation
Complex commission logic was brought into Salesforce, allowing incentives to be calculated based on the relevant sales conditions rather than handled manually. Automated documents and notifications further reduced repetitive administrative work and kept customers informed throughout the process.
Salesforce at the Center of the Business Ecosystem
Salesforce was integrated with several systems supporting different parts of the operation:
Stripe — payment processing.
Invoicing solution — connecting sales and orders with financial processes.
Warehouse Management System — connecting orders with inventory and fulfillment.
Project Management System — supporting the transition from sale to project delivery.
These integrations allowed Salesforce to act as the central connection point between commercial, financial, operational and delivery processes.
Built Around the Complete Customer Journey
The result was a Salesforce environment that went beyond managing customer relationships. It connected the journey from first lead to opportunity, purchase, payment, order fulfillment and project delivery, while automating many of the processes in between. For a 50-user organization operating across two countries, this created a more consistent sales operation and reduced the manual work required to keep multiple systems and teams synchronized.
Smart Lending, Powered by Salesforce
Industry: Financial Services / B2B Lending
Salesforce: Sales Cloud, 10+ API Integrations, Automated Decision-making, Collections Management
Integrations: Customer Portal, Dealer Portal, Credit & KYC Systems, Payment Systems, Customer Communication, AI-powered Decisioning
From loan application to repayment — one connected platform, smarter decisions and less manual work
For a B2B lender serving small businesses, every loan application came down to a critical question: Could this business be trusted with the money and under what terms? The answer rarely came from a single source. Applications arrived through customer and dealer portals. Credit information, financial data and KYC checks came from external systems. Underwriters needed a complete picture before making a decision. And once a loan was approved, payments, reminders and overdue accounts still needed to be managed.
Salesforce at the Heart of the Lending Journey
Salesforce became the central hub connecting the entire lending process.When an application arrived, Salesforce collected and enriched the data from external sources. Credit and KYC checks were triggered automatically, while an AI-powered decisioning solution helped assess the application and determine the next step. Straightforward applications moved through automated approval, while more complex cases were routed to an underwriter for review.
From Approval to Repayment
Once a loan was approved, the process continued seamlessly into servicing. Salesforce tracked payment schedules and automatically managed customer communication — from upcoming payment reminders and interest due dates to payment deadlines. If a payment was missed, Salesforce triggered overdue notifications and escalated the account into the collections process. No spreadsheets. No manual reminders. No need to remember who needed to be contacted and when.
The Bigger Picture
The result was more than an automated loan application. It was a connected lending journey where Salesforce brought together customer data, external intelligence, credit decisioning, payments and collections in one continuous process. From the first application to the final repayment, Salesforce kept the process moving, gave teams the information they needed, and kept customers informed along the way.
Salesforce CPQ for SaaS solutions company
Industry: SaaS / AI-Powered Logistics Solutions
Salesforce: Sales Cloud, CPQ
Users: 50
Integrations: HubSpot, ERP
When Complex Global Sales Meet Salesforce CPQ/How Salesforce Sales Cloud and CPQ transformed complex global sales into a streamlined process.
What happens when an AI company sells sophisticated solutions worldwide, and every deal can involve different products, options, currencies, subscription terms, pricing tiers and discounts? A standard CRM quickly stops being enough. The challenge was to build a Salesforce solution powerful enough to handle this complexity while keeping the sales experience simple.
From Complex Pricing to Simple Sales
The solution combined Sales Cloud and Salesforce CPQ, supporting the sales process from leads and opportunities through quoting and forecasting. CPQ handled the complexity behind the quotes: product bundles, configurable options, subscriptions, multiple currencies, tier pricing and discount schedules. Sales representatives could build sophisticated quotes directly in Salesforce without relying on spreadsheets or manual calculations. The pricing logic stayed in the system — not in people's heads.
Salesforce at the Center
Salesforce was integrated with HubSpot, a custom customer portal and ERP, connecting sales with the wider business and reducing duplicate manual work. With 50 Salesforce users and a global sales operation, the platform was designed to evolve with the company as products, markets and pricing models changed.
The result was a scalable Salesforce environment that combined complex business logic with a simple user experience.
Fully automated lead processing engine
Industry: Lead Generation / Lead Brokerage / Marketing Technology
Salesforce: Sales Cloud, Lead Management, 10+ API integrations
Location: EU
When Salesforce Became the Engine of a Lead Business
What if every new lead had to be understood, evaluated, priced, matched and sold automatically? That was the challenge behind this Salesforce project. The company bought lead data from multiple sources, enriched and processed it, and then resold the leads to different customers. The volume was significant, and each customer had their own requirements for the leads they wanted to receive. The solution was to automate the entire process.
From Raw Data to a Ready-to-Sell Lead
The process started with multiple APIs bringing leads into Salesforce. Once a lead arrived, the system automatically enriched it with additional data, categorized it and determined its priority. But the real challenge came next: Who should receive the lead? The answer depended on multiple factors at the same time. The system evaluated the lead's postal code, requested product, customer-specific requirements, sales limits and the price each customer was willing to pay. It could also track how many leads each customer had already purchased during a particular week or month. All of these rules were evaluated automatically to determine the best customer for each individual lead.
From Decision to Delivery
Once a customer was selected, the lead could be sold and delivered automatically.Depending on the customer, delivery happened either through an API integration or an automated email notification. The process required very little human intervention. Around 80–90% of leads could be processed automatically, from initial ingestion to customer delivery.
More Than a CRM
The result was a highly automated lead-processing operation where Salesforce handled the repetitive decisions that would otherwise require people to manually review, match and distribute leads. The project combined integrations, automation, custom development and complex business logic to turn Salesforce into something much more than a CRM. It became the engine that took raw lead data, determined its value, identified the right buyer and delivered the lead automatically, consistently and at scale.
Scaling Salesforce for a Global Architecture Firm
Industry: Architecture / Professional Services
Salesforce: Sales Cloud, Data Architecture, Automation, UI/UX
How Salesforce evolved to support a growing, multi-office organization
As an international architecture firm grew across the US and other markets, its Salesforce environment needed to evolve with it. The challenge was not simply to maintain Salesforce, but to continuously adapt the platform to changing business requirements across multiple offices and regions. The solution focused on Salesforce Sales Cloud, supporting approximately 175 users across the organization.
Evolving the Salesforce Foundation
The Salesforce architecture was continuously refined to keep pace with the company's processes and organizational structure.
This included:
Updating the data model to reflect evolving business requirements
Improving the user interface and user experience
Designing and adjusting automation rules
Supporting requirements across US and international offices
Ensuring Salesforce remained scalable and consistent as the organization evolved
Salesforce as a Platform for Growth
Rather than treating Salesforce as a static CRM, the platform was continuously adapted to support new processes, teams and business requirements. The result was a Salesforce environment that provided 175 users across multiple offices with a consistent, scalable platform, while remaining flexible enough to accommodate the needs of a growing global organization.
Salesforce development and administration for a California-based IT company
Industry: IT / Technology
Salesforce: Sales Cloud, CPQ, Experience Cloud, Quote & Order Management
Scale: 2 Salesforce orgs, ~300 users
How Salesforce development, CPQ and hands-on administration supported 300 users across two Salesforce orgs.
When a growing IT company relies on Salesforce across multiple business environments, keeping the platform reliable and efficient becomes a critical part of day-to-day operations. This project involved supporting two Salesforce orgs, each with around 150 users, combining administration, development, CPQ configuration and user support.
Complex CPQ, Built for Real-World Sales
Salesforce CPQ was at the heart of the sales process, with a wide range of configurations required to support the company's commercial model. The solution included product bundles, subscription products, quote templates and other CPQ functionality, helping sales teams create and manage complex quotes directly in Salesforce. The work involved both configuration and development, ensuring the platform could support business requirements without adding unnecessary complexity for users.
Keeping the Business Running
The project also included day-to-day Salesforce administration and user support. During the maternity leave of the company's full-time Salesforce administrator, Salesforce operations and user requests continued to be handled without interruption. This meant troubleshooting issues, supporting users, maintaining the platform and addressing new business requirements as they arose.
Development & Automation
The Salesforce environment was extended with custom Apex development, allowing functionality beyond standard Salesforce and CPQ capabilities. The project also included a DocuSign implementation, connecting electronic document signing with the Salesforce sales process and helping streamline the journey from quote to signed agreement.
Built to Keep the Business Moving
The company had two actively supported Salesforce environments serving approximately 300 users, backed by CPQ expertise, custom development and ongoing administration.The combination of development and administration provided more than technical support — it gave the business a reliable Salesforce foundation capable of supporting complex sales processes, large user groups and evolving business requirements.
From Growing Salesforce Usage to a More Structured E-commerce Platform
Industry: E-commerce / Technology
Salesforce: Sales Cloud, CPQ
Integrations: HubSpot, Gainsight, Outreach, ZoomInfo
How Salesforce development, automation and better release management helped a European e-commerce company build a more reliable Salesforce operation
European e-commerce platform and solution provider was running Salesforce across a 150-user organization, with Sales Cloud and CPQ supporting core sales processes. As the Salesforce environment grew, so did the need for reliable development, automation, integrations and day-to-day support. The challenge was not simply to fix individual issues. It was to create a more structured Salesforce environment that could support the business while making future changes safer and easier to manage.
Development, Automation and Everyday Support
The Salesforce environment combined custom development with declarative automation. Apex was used to address requirements that went beyond standard Salesforce functionality, while Flows and Process Builder automated business processes and reduced repetitive manual work.At the same time, ongoing administration and user support ensured that problems were resolved quickly and Salesforce remained aligned with the needs of the business.
Connecting Salesforce to the Wider Business
Salesforce also needed to work seamlessly with the company's broader technology stack. Integrations with HubSpot, Gainsight, Outreach and ZoomInfo connected Salesforce with marketing, customer success and sales engagement processes.These integrations helped keep information flowing between systems and reduced the need for users to work with disconnected tools.
Bringing Order to the Development Process
As the Salesforce environment evolved, a more structured release process was introduced using a set of dedicated sandboxes for development, UAT and training. This created a clearer path from development and testing to deployment, reducing the risks associated with making changes directly in a production environment.
Building Internal Salesforce Expertise
The project also focused on something that is often overlooked in Salesforce implementations: transferring knowledge to the client. A full-time Salesforce Administrator was trained to take ownership of the platform and handle its ongoing administration. This meant the company gained not only a better Salesforce environment, but also stronger internal capability to maintain and develop it.
From Salesforce Challenges to a Scalable Solution
The Salesforce platform became more structured, maintainable and easier to evolve. The combination of Apex development, automation, integrations, organized release management and administrator training provided the 150-user organization with a stronger foundation for continued Salesforce growth.The engagement formally ran from December 2021 to May 2022, with occasional ongoing support afterward for more complex Salesforce issues.
Building Salesforce from the Ground Up for an Industrial Equipment Manufacturer
Industry: Industrial Equipment Manufacturing
Salesforce: Sales Cloud, CPQ
Users: 15
Key Areas: Data Architecture, Automation, Security, Data Migration, Integration, User Adoption
How a Salesforce implementation created a structured, automated sales platform for a US-based industrial equipment manufacturer
When an industrial equipment manufacturer decided to move its sales processes to Salesforce, the challenge went far beyond implementing a CRM. The company needed a solid foundation for managing customers, products and requirements, while also creating a secure, automated and user-friendly environment for its sales team. The implementation was built from scratch using Salesforce Sales Cloud and CPQ, supporting a team of 15 Salesforce users.
From a Blank Canvas to a Working CRM
The project started with designing the Salesforce data model around the company's actual business processes. Standard and custom objects were used to manage Leads, Accounts, Products and customer requirements, creating a structured data foundation for the sales organization. The user experience was designed around the people using the system. Page Layouts and Dynamic Lightning Pages provided relevant information and functionality without overwhelming users with unnecessary data.
Automating the Sales Process
A major part of the implementation was replacing manual processes with Salesforce automation. Flows, approval processes, notifications and other automation were introduced to guide users through everyday processes, reduce repetitive work and ensure that important business rules were consistently applied. Security was designed at the same time as the functionality. The Salesforce access model combined Profiles, Roles, Groups, Permission Sets, Sharing Rules and MFA, providing users with the appropriate level of access while protecting sensitive business data.
Bringing Legacy Data into Salesforce
Moving to a new CRM also meant dealing with years of existing data. Legacy information was cleaned, transformed and migrated into Salesforce, creating a reliable starting point for the new system rather than simply transferring existing data problems into a new platform. The implementation also connected Salesforce with the company's external quoting system. A custom data converter was developed to transform external data into a format suitable for Salesforce import.
Connecting Sales, Email and Analytics
Salesforce was connected to email through Einstein Activity Capture, giving users better visibility into customer communication directly within Salesforce. Reports and dashboards were created to turn Salesforce data into actionable sales information and provide management with greater visibility into the business.
From Implementation to Long-Term Support
The Salesforce implementation went live in September 2021. Following the launch, the focus shifted toward ongoing support, optimization and helping users get the most from the new platform. User training and documentation were also prepared to make adoption easier and provide the team with a reliable reference for working with Salesforce. The result was a secure, automated and scalable Salesforce environment built from the ground up, giving the company a structured foundation for managing its sales processes, customer data and quoting operations.
Rebuilding Salesforce for a Growing Non-Profit Organization
Industry: Non-Profit / Charity
Location: USA
Salesforce: Sales Cloud, Apex, Lightning Components, Salesforce Flows
Architecture: Custom Objects, Custom Fields, Security Model, Data Migration
Integrations: Mogli, FormAssembly
Users: ~20
How a major Salesforce transformation created a scalable foundation for a non-profit organization in Colorado
What happens when an organization outgrows its Salesforce implementation? Over time, data models become difficult to maintain, processes become increasingly manual, and the system starts limiting rather than supporting the business. That was the challenge facing a non-profit organization in Colorado, USA, with around 20 Salesforce users. The solution required much more than incremental configuration. The existing Salesforce implementation underwent a significant transformation, creating a new foundation for data, automation, security and reporting.
From a Complex Data Model to a Structured Foundation
One of the core parts of the project was redesigning the Salesforce data model. The new architecture included more than 20 custom objects and over 1,000 custom fields, structured around the organization's business processes and long-term requirements. Data was cleaned and migrated from the legacy model into the new architecture, turning years of existing information into a more consistent and manageable Salesforce environment.
Automating the Business
A major part of the transformation focused on automation. Around 50 new Salesforce Flows were introduced to automate business processes, reduce repetitive manual work and ensure that processes were handled consistently. Complex requirements were also addressed through Apex and Lightning component development, extending Salesforce where standard functionality wasn't enough.
Making Data Accessible and Secure
A redesigned security model established how information could be accessed across the organization. The solution incorporated Profiles, Roles, Groups and Permission Sets, providing users with the appropriate level of access while keeping sensitive information protected.
Connecting Salesforce to the Wider Ecosystem
The Salesforce platform was integrated with Mogli and FormAssembly, extending its capabilities and connecting Salesforce with other tools used by the organization. Reporting and dashboards were also developed to turn Salesforce data into useful information for users and management.
From Implementation to Long-Term Support
The new Salesforce solution went live in October 2022. Since then, the focus has primarily been on supporting and continuously improving the platform as the organization's needs evolved. The project also included user training and documentation, helping the team understand not only how to use the new Salesforce environment, but how to work effectively within the redesigned processes.
From Salesforce Complexity to Clarity
The transformation replaced a difficult-to-maintain Salesforce implementation with a structured, automated and scalable platform. A redesigned data architecture, extensive automation, improved security, integrations and better analytics created a Salesforce foundation capable of supporting the organization as its needs evolved.
A scalable Salesforce architecture brings sales, service, finance and partner processes into one connected platform while integrating seamlessly with the wider technology ecosystem.
Full-scale Salesforce implementation for EV industry
Industry: eVehicle / Automotive Technology
Salesforce: Sales Cloud, Service Cloud, Account Engagement, API integrations, Invoicing Management
Users: 30+
Location: Europe & USA
Project: 2022 – Present
How Salesforce supported sales, customer service, invoicing and partner management for a leading EV battery diagnostics company
One platform. Multiple processes. One connected view of the business.
A leading company in EV battery diagnostics needed Salesforce to do much more than manage sales. The platform sat at the center of the company's business, supporting relationships with customers, prospects and partners across multiple stages of the business lifecycle. With Salesforce responsible for sales, customer support, invoicing and partner management, keeping these processes connected became critical.
More Than a CRM
Salesforce supported the company's core commercial processes, from managing opportunities and customer relationships to handling support interactions, invoicing and partner activities.
Instead of treating each process as a separate function, Salesforce provided a shared view of the relationships surrounding the business.
This allowed different teams to work with consistent customer and partner information while maintaining the context of each relationship.
Salesforce at the Center of the Ecosystem
Because Salesforce supported so many areas of the business, it needed to communicate with multiple external systems. Integrations connected Salesforce with other platforms used across the organization, allowing data to move between systems and reducing the need for manual work.
Salesforce effectively became the hub connecting the company's commercial and operational processes.
Built Around Relationships
The real challenge was not simply managing data. It was managing the many different relationships that make up the business — prospects becoming customers, customers requiring support, invoices being generated, and partners working alongside the company.
By bringing these relationships together in Salesforce, the company gained a more connected and scalable way of managing its business. As a result, Salesforce evolved from a traditional CRM into a central business platform, connecting sales, support, invoicing and partner management while integrating with the wider technology ecosystem.
The real power of Salesforce is not automating individual tasks — it is connecting the entire business process from the first lead to the final delivery.
In lending, automation is not just about processing applications faster — it is about connecting data, decisions and servicing into one continuous journey.
Complex sales processes should be engineered into the platform so users can focus on selling, not managing the complexity behind every deal.
When business decisions depend on hundreds of rules, automation should turn those rules into a decision engine not a manual checklist.
A scalable Salesforce architecture is not built once. It evolves continuously with the business, balancing consistency, flexibility and growth.
A Salesforce platform at scale needs more than development. It needs continuous engineering, keeping the system reliable today while evolving it for tomorrow.
A scalable Salesforce platform is not just about writing better code. It is about creating the processes, architecture and internal expertise that make every future change safer and easier.
A successful Salesforce implementation starts before the first configuration: the architecture, data, security, automation and user experience must be designed as one system.
A scalable Salesforce platform starts with the right architecture: clean data, controlled automation, secure access and processes designed to evolve with the business.
