22 implementations across Revenue Cloud, CPQ, Service Cloud, Sales Cloud, Experience Cloud, and enterprise integrations. Each one addressed a specific breakdown — not a generic "Salesforce project."
ATTOM sells geospatial data across every US county, state, and MLS — with pricing driven by geography, historical year ranges, license duration, and usage tiers. They had hundreds of product-attribute combinations priced manually in spreadsheets, with paper contracts and no automated renewals.
We built ~100 pricing elements in Revenue Cloud to automate attribute-based quoting, block-based API pricing, and flexible discount logic — including mid-cycle amendments and renewals that recalculate pro-rated pricing automatically. Eliminated spreadsheet pricing, digitized contracts, and uncovered over-provisioned products and missed renewals.
Jointly presented with Salesforce as a reference Revenue Cloud implementation →Packaging and pricing for support offerings lacked standardization, making quoting complex and inconsistent. Built tailored CPQ rules integrating support into the broader quote-to-cash lifecycle.
Contracts drafted via Outlook, redlined by email, stored on local drives. Implemented Salesforce CLM with Microsoft 365 integration, DocuSign e-signatures, and automated approval routing.
Expiring Avalara license posed billion-dollar compliance risk. Built modular Vertex API integration with configuration-based toggle enabling instant vendor switch with zero code changes.
Retired legacy bot with weak NLP accuracy. Migrated to Enhanced Einstein Bot with self-service flows, improved routing rules, and NLP-driven interactions.
Introduced Run-the-Business model for continuous improvement. Integrated NetSuite (invoicing), Acumatica (backend ops), Cresta (coaching), and Five9 (call intelligence).
Cluttered org with overlapping workflows causing automation conflicts. Migrated 12 workflows on Case + 1 on Case Comment into just 2 consolidated Flows with improved debugging.
Implemented Sales, Service, CPQ, and Experience Clouds. Built automated case sync with Verizon systems. Implemented SLA tracking with entitlements and milestones.
Replaced legacy quoting tool. Built CPQ for complex bundles with one-time, subscription, and usage-based pricing. Integrated DocuSign, Conga Composer, DocGen (Nintex).
Took over L3 support operations. Enhanced chatbot capabilities. Recommended and implemented QA and DevOps automation tools. Built structured engagement model.
Comprehensive CPQ health check and optimization for SaaS pricing. Full transformation of sales and revenue processes. Supported compliance and scalability for IPO transition.
Configured Sales Cloud for lead management, opportunity tracking, forecasting. Integrated with OGSys portal for seamless data exchange. Salesforce as single source of truth.
Diverse products requiring tailored quotes with intricate pricing. Implemented CPQ with Breadwinner NetSuite integration for product sync and DocuSign for contract execution.
Diverse AI products with intricate pricing. Streamlined configurations, automated quote generation, introduced pre-approved volume pricing with automated discount approvals.
Multiple separate quotes creating long sales cycles. Integrated DealHub for approvals, AWS for data exchange, and Visual Compliance for automated compliance checks.
No 360-degree view, data in local computers and non-synced systems. Built partner portal for onboarding, deal registration, and lead distribution with bidirectional HubSpot sync.
Sales reps manually sourcing prospect data in Excel. Configured Sales Cloud with lead routing, pipeline management, and ZoomInfo integration for enriched prospect data.
Outdated CPQ with manual workarounds. Integrated Intacct for billing, Avalara for tax compliance, and Stripe for payments. Added Revenue Intelligence for subscription tracking.
Legacy quoting with scalability issues. Implemented Sales Cloud, CPQ, Billing, Advanced Approvals. Integrated Conga Composer, DocuSign, DocGen (Nintex), BigMachine.
All approvals required manual management review. Contract signing was time-consuming. Configured CPQ for automated pricing and integrated DocuSign for e-signatures.
Needed data sync between CPQ and Ordway without data loss. Built bidirectional integration using custom Apex + Flows framework handling all edge cases.
Complex case flows required heavy manual validation. Automated outreach case, CUA, and lead flows in ACCELQ. Initiated DevRev live-chat automation POC.
High volume of queries reaching agents. Implemented DevRev PLuG within Help Center for automated article recommendations, case creation, callback requests, and live agent routing.
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