What they paid every year. What they paid once.

The situation

Three years on Salesforce. Reps still built quotes in Excel because CPQ was slow and nobody trusted the pricing rules. Every supplier price change meant a ticket to the partner.

What they used it for

Accounts, contacts and opportunities. Quotes in CPQ. Orders to SAP. Not much else.

How we did it

A quote configurator with their price lists and discounts by product family, reading stock and prices from SAP in real time. We migrated the full opportunity history.

The situation

They paid for Account Engagement to send emails they were already sending with another tool. Admissions used Salesforce for little more than moving leads from stage to stage.

What they used it for

Leads by program, admissions pipeline, interviews and enrollment.

How we did it

A pipeline by program and intake, website forms straight into the CRM and a link to their mailing tool. Account Engagement, gone.

The situation

They had bought Einstein add-ons nobody ever switched on. Whoever acted as admin spent half their time fixing Flows.

What they used it for

New business and renewals pipeline. Product usage on the customer record. Slack alerts.

How we did it

A customer record with product usage, MRR and Stripe invoices on a single screen. Renewals that create themselves as opportunities. Alerts to Slack.

Related guide: Agentforce pricing and Flex Credits

The situation

They were sold Unlimited for the support and the sandbox. They paid over €300 per user per month to manage a handful of developments and an agency portal almost nobody opened.

What they used it for

Developments, units and reservations. Viewings. A portal where agencies registered their clients.

How we did it

Unit inventory by development with live status, reservations with deposit and a simple agency portal with link access.

Related guide: Salesforce Core, Advanced and Max

The situation

Technicians filled in work orders on paper because they found the app slow. The office typed them into Salesforce the next day, by hand.

What they used it for

Maintenance contracts, service calls, technician scheduling and work orders.

How we did it

A mobile app that works with no signal, with customer signature and photos. A route planner for the office. Work orders that reach the ERP ready to invoice the same day.

Related guide: Salesforce migration, week by week