Keeping Salesforce future-ready with the RTB model

The challenge

The client wanted their Salesforce org to stay updated and aligned with business changes. New enhancements were needed without disrupting operations. Seasonal Salesforce releases were hard to manage internally.

What we did

Introduced the Run-the-Business (RTB) model for continuous improvement. Performed major seasonal platform upgrades. Integrated Salesforce with NetSuite (invoicing), Acumatica (backend ops), Cresta (guided coaching), and Five9 (call intelligence).

The outcome

• Stable, future-ready Salesforce org
• Stronger customer experience through continuous enhancement
• Better financial/operational alignment via NetSuite and Acumatica
• Lower technical debt risk through structured governance

Technologies: Salesforce Service Cloud, NetSuite, Acumatica, Cresta, Five9