Real Outcomes

A private equity firm managing investor relationships across thousands of individual investors was running their portal on an ageing Visualforce implementation. The experience was desktop-only, hard to maintain, and no longer fit for purpose. Regulatory obligations made reliability and experience quality non-negotiable.

A complete migration from Visualforce to Lightning Experience rebuilt with modern LWC components and responsive layouts. Salesforce Mobile Publisher was used to package the portal as native iOS and Android apps — delivering a fully branded mobile experience without a separate mobile development project.

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An alternative investment management platform needed seamless data flow between the platform and clients' Salesforce CRM. Without integration, relationship history lived in Salesforce while fund and portfolio data sat in the platform. Teams reconciled records manually, causing delays, duplication, and reporting errors.

A Salesforce managed package with dynamic, bi-directional object mapping between the investment platform and Salesforce. Schema-flexible architecture supported different Salesforce data models across client orgs without requiring custom code per client. Real-time sync with conflict resolution logic handled concurrent updates.

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A life science consultancy supporting thousands of projects per year had a Salesforce org that had grown organically over years, accumulating legacy automations, inconsistent data, and a configuration layer that was risky to modify. They needed a trusted partner to assess the state of play, then support continuous improvement without disrupting a compliance-sensitive operation.

A comprehensive org audit covering architecture, automations, data model, security model, and performance — delivered as a written report with prioritised findings and a clear remediation roadmap. An ongoing managed services engagement followed: handling enhancement requests, Flow modernisation, and proactive improvements.

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A personal commerce platform connecting brands with product experts needed their brand clients to work seamlessly between Salesforce Commerce Cloud and Sales Cloud. Without integration, sales reps had no visibility into what was selling, and order data wasn't flowing back into CRM.

A fully packaged Salesforce managed package listed on AppExchange creating a seamless connector between Commerce Cloud and Sales Cloud. The package handles order sync, product data alignment, and customer record matching — giving brand clients complete customer journey visibility inside their Sales Cloud org.

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A clinical trial coordination platform was managing patient referrals, trial sites, and specialist follow-ups across multiple channels. Their Salesforce org had no structured inquiry lifecycle, no contact deduplication, no clinical questionnaire system, and no connection to the phone calls their specialists made daily.

Four interconnected workstreams: an inquiry management system with email-based contact deduplication; a dynamic questionnaire engine with Apex-backed LWC components; a referral specialist workflow with rule-based escalation logic; and a telephony integration using Platform Events and Change Data Capture to detect calls in real time and surface a guided session-creation flow automatically.

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A multi-site industrial services operation was running field dispatch on spreadsheets. Scheduling, job management, pricing, and shift management were all disconnected. Field technicians had no structured way to log shift activity, and management had no real-time operational visibility.

A full Salesforce Field Service Lightning implementation covering scheduling, dispatching, pricing configuration, and service resource management. Extended the FSL mobile app with custom Flow-based screens for shift start and end — giving technicians a guided process and management real-time field visibility.

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A growing professional services business was managing complex service pricing through Excel spreadsheets — manually calculating quotes, emailing PDFs, and chasing wet signatures. The process was slow, error-prone, and impossible to audit.

A full Salesforce CPQ implementation translating existing Excel pricing logic into a structured, rules-driven quoting engine. Configured product bundles, pricing rules, discount schedules, and approval workflows. Integrated Conga Composer for automated document generation and DocuSign for e-signature — turning a multi-day process into a same-day guided workflow.

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An energy retailer's sales team needed to compare current utility rates against live market offers mid-conversation — a process that required switching between systems, manual calculations, and losing momentum.

A Salesforce Experience Cloud site integrated into the sales workflow. The solution reads customer electricity or gas bills, fetches live market rates via API, and renders a real-time side-by-side rate comparison within Salesforce — giving sales reps everything they need to close without leaving the CRM.

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