Case Study
Jointly
LawTrades
HelloCash
Kitcast
Roots Automation
Custom Salesforce Development
Multi-Tenant CRM and Marketing Automation
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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
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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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