Case Study

HelloCash

Kitcast

Roots Automation

Custom Salesforce Development

Multi-Tenant CRM and Marketing Automation

Custom Salesforce Development

Business Information

customer persona
Customer Persona: 
Practice Management SaaS for Accounting Firms
customer location
Customer Location:
San Francisco, CA
company size
Company Size:
VC-Funded Series B Company Valued at $500M
technologies used
Technologies Used:

Key Insights

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

Custom Salesforce Development
1

Workflow

The company had a CPQ workflow automated from A-Z
2

Time Saved

Estimated time saved per week was 2+ hours per sales person, with a sales team headcount of 34
3

Costs Saved

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