Case Studies

  • 🔄 Automating the Sales Process for a B2B SaaS Company

    Challenge:
    Sales reps were spending too much time manually creating Opportunities, generating quotes, and managing approvals. Errors and delays were slowing down the deal cycle.

    Solution:
    Rebuilt the quote and approval process in Salesforce using Flows and CPQ, automating Opportunity creation and Approval Rule logic. Re-designed dynamic Quote templates that adjust based on product selection.

    Impact:

    60% reduction in quote generation time

    Fewer manual errors and faster approvals

    Sales team productivity increased

    Tools Used: Salesforce CPQ, Flows, Approval Processes, Quote Templates

    👉 Ready to streamline your sales process?

    Let’s Streamline It

  • 💼 Intelligent Job Matching Engine for a Recruiting Startup

    Challenge:
    A startup needed to match applicants to jobs using detailed criteria, but manual screening was inefficient and slow.

    Solution:
    Built two custom Salesforce Experience Cloud sites with a smart matching algorithm using Apex and Lightning Web Components. Hiring managers could post jobs and instantly view top candidates based on a weighted scoring system.

    Impact:

    40% improvement in match accuracy

    Seamless job application experience

    Improved placement speed and satisfaction

    Tools Used: Experience Cloud, Apex, Lightning Web Components

    👉 Looking to build a smarter customer or applicant portal?

    Let’s Build It

  • 🧪 Reducing Refunds with a Product Compatibility Tool

    Challenge:
    The sales team often sold incompatible products, leading to costly returns and frustrated clients.

    Solution:

    Developed a user-friendly screenflow that lives on the Opportunity page in Salesforce. It checks for product compatibility before a quote is finalized, guiding reps to the right solution.

    Impact:

    15% decrease in product returns

    Shorter sales cycles

    Increased customer trust

    Tools Used: Salesforce Flows, Opportunity Page Layouts

    👉 Want to help your team quote with confidence?

    Let’s Empower Them

  • 🌐 Eliminating Timeout Errors with a Custom API Integration

    Challenge:
    An online learning company had unreliable Salesforce-to-website sync due to frequent API timeout errors.

    Solution:
    Re-engineered the integration using Apex callouts and packaged them as reusable Flow actions. Data now syncs reliably and efficiently between their site and Salesforce.

    Impact:

    Timeout errors eliminated

    80% drop in support tickets

    Real-time sync with 99.9% uptime

    Tools Used: Apex HTTP Callouts, Custom Flow Actions, API Integration

    👉 Dealing with broken integrations or sync issues?

    Let's Fix It

  • 🛠️ Building an Internal CRM for Team & Client Management

    Challenge:
    The agency’s team was tracking client activity and employee hours across multiple spreadsheets—nothing was centralized.

    Solution:
    Created a custom Salesforce setup with time tracking, client project boards, and real-time reporting dashboards. Automated task management and project visibility saved hours every week.

    Impact:

    Clear visibility into team utilization

    Better time tracking and reporting

    More organized project management

    Tools Used: Salesforce Custom Objects, Flows, Dashboards, Reports

    👉 Need a tailored system to manage your team and clients?

    Let’s Design It