The right game plan and a winning effort

Success Stories

Identifying the problem, formulating a solid strategy, and getting a WIN for our clients.

Case Study

Salesforce Service Cloud Implementation

The Matchup

A financial services SaaS company needed a scalable, connected support operation—and needed it fast.

The Game Plan

12 WEEKS
Discovery to go-live

OMNICHANNEL
Web + email + intelligent routing

END-TO-END CASE MANAGEMENT
Assignment • Queues • Knowledge • SLAs • Time Tracking

The Winning Score

2 WEEKS DISCOVERY → AGILE DELIVERY → 12-WEEK LAUNCH

Well-defined implementation process
Tight client collaboration
Leadership-enabled decision-making
Iterative delivery and validation

The Difference Maker

Speed without shortcuts:

Focused discovery + agile execution + strong client alignment kept decisions moving and the team on track.

Case Study

Salesforce Revenue Cloud Implementation & Migration

The Matchup

Transform a complex, existing Salesforce environment into a scalable Revenue Cloud platform.

This laid the foundation to consolidate a second Salesforce org following a company acquisition.

The Game Plan

PHASED ROLLOUTS:

1. CORE REVENUE CLOUD
9-month transformation of Opportunities, Quotes, Contracts, Assets, Amendments, Approvals, and ERP integration.

2. RENEWALS
Streamlined the end-to-end renewal process.

3. SALESFORCE MERGE
Migrated and integrated the acquired company's Salesforce environment into the platform.

The Winning Score

A scalable, unified revenue platform that modernized quote-to-cash, connected Salesforce to the ERP, enabled a streamlined renewal process, and successfully brought two Salesforce environments together.

The Difference Maker

Complexity without compromise.

The team tackled the hardest parts head-on—complex product logic, sophisticated approvals, and a critical ERP integration—while using a phased strategy to reduce risk and build toward the ultimate unified Salesforce vision.

Case Study

Salesforce Sales Cloud Implementation

The Matchup

Deliver a Salesforce implementation in just 14 weeks.

The client was a field-based industrial services organization who required a mobile-first experience for technicians integrated with a complex ERP environment.

The Game Plan

Agile delivery with milestones driving every sprint.

Work was broken into defined milestones, tracked centrally, and aligned to specific sprint objectives. Thus creating clear accountability, rapid feedback, and project momentum.

The Winning Score

A successful 14-week Salesforce go-live.

This included a mobile-optimized experience that enabled field technicians to efficiently manage opportunities from anywhere. We also designed a robust ERP integration architecture.

The Difference Maker

Mobile-first. Agile always.

Every solution was designed around the technician's field experience, while a milestone-driven Agile methodology kept the team focused, aligned, and moving.

Case Study

Salesforce Portal and Integrations

The Matchup

Build and launch a new Salesforce platform and branded Experience Cloud portal in six months.

Accomplishing this while integrating Salesforce with both the client's ERP and a separate quoting system.

The Game Plan

Parallel Agile workstreams.

Salesforce, portal, and integration teams worked simultaneously, using milestones and sprint-based delivery. Salesforce objects and data structures were ready ahead of portal and integration dependencies. Celigo served as the iPaaS connecting the platforms.

The Winning Score

A fully integrated partner experience connecting Salesforce, the ERP, the quoting system, and the client website. This included a branded portal featuring an order form and visibility into the partner's leads, plus progress through the order process.

The Difference Maker

Orchestration across platforms and teams.

With other consulting partners owning ERP and quoting system configuration, success depended on coordinating dependencies, timing, and requirements across multiple organizations. Our team maintained momentum through an Agile delivery model.

Case Study

Salesforce Implementation Recovery

The Matchup

After a failed implementation by another consulting company, we stepped in to simplify the approach and get the client live on Sales Cloud with a target of only 8 weeks.

The Game Plan

Focus on what matters most.
We aligned directly with sales leadership to define the go-live requirements, sales process, and executive reporting needs. Using Agile sprints and milestone-driven delivery, we rapidly configured Leads, Accounts, Contacts, Opportunities, Quotes, Orders, and Reporting.

The Winning Score

Live in 8 weeks. The client launched a streamlined Sales Cloud solution built around their actual sales process, with the reporting and visibility leaders needed to manage the business.

The Difference Maker

Simplicity driving adoption.

We established the right guardrails to maintain sales process consistency while prioritizing the user experience. A successful go-live led to an ongoing managed services partnership and subsequent Service Cloud implementation.