Case Study

HelloCash

Kitcast

Roots Automation

Custom Salesforce Development

Multi-Tenant CRM and Marketing Automation

Business Information

Customer Persona:

Practice Management SaaS for Accounting Firms

Customer Location:

San Francisco, CA

Company Size:

VC-Funded Series B Company Valued at $500M

Technologies Used:

Key Insights

Objectives

Implement a 3rd party CPQ platform with a custom workflow and integration with the Product and Opportunity objects in Salesforce

Challenges

Salesforce Enterprise licensing didn’t allow for the customization required and it would cost $250k+ to upgrade the entire organization to Unlimited licensing

Solutions

Our team rebuilt the integration between the CPQ platform and Salesforce, then built a custom component to handle the automation and pricing algorithms.

The Results

Workflow

The company had a CPQ workflow automated from A-Z

Time Saved

Estimated time saved per week was 2+ hours per sales person, with a sales team headcount of 34

Costs Saved

The organization was able to avoid upgrading to SalesforceUnlimited, which would have cost $250,000

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