Enterprise Salesforce implementation serving as a comprehensive business management platform
M-Geough Inc required a unified platform to manage their entire business operations. We delivered a comprehensive Salesforce implementation that goes beyond traditional CRM capabilities, serving as a pseudo-ERP system that streamlines workflows across sales, operations, finance, and customer service. The solution integrates all business processes into a single, cohesive platform.
Salesforce ecosystem and custom development technologies
Platform
Backend Logic
UI Development
Components
Automation
Workflows
Integrations
Data Queries
Client-Side
BI & Reporting
Email Automation
Mobile Access
Comprehensive business management through Salesforce
Complete sales lifecycle management from lead capture to opportunity closure. Custom sales stages, automated lead assignment, and intelligent scoring ensure optimal conversion rates and pipeline visibility.
Pseudo-ERP functionality tracking inventory levels, purchase orders, and fulfillment processes. Real-time inventory updates, automated reordering, and integrated shipping workflows.
Custom financial modules for invoicing, payment tracking, and revenue recognition. Integration with accounting systems ensures accurate financial reporting and cash flow visibility.
Unified customer service platform with case management, knowledge base, and self-service portal. SLA tracking and escalation workflows ensure timely resolution of customer issues.
Over 100 automated workflows eliminate manual tasks and reduce errors. Process Builder and Flow automate approvals, notifications, data updates, and complex business logic.
Custom dashboards and reports provide real-time insights into all business operations. Einstein Analytics delivers predictive insights and AI-powered recommendations.
Tailored solutions extending Salesforce capabilities
Developed complex business logic using Apex triggers, batch processes, and scheduled jobs. Custom controllers and web services handle specialized workflows that extend beyond standard Salesforce functionality. Comprehensive test coverage ensures reliability and maintainability.
Built custom user interfaces with Visualforce for specialized data entry forms, complex reports, and external-facing portals. Integrated with Apex controllers to deliver powerful, customized user experiences tailored to specific business requirements.
Developed reusable Lightning Web Components and Aura components to create modern, responsive interfaces. Custom components integrate seamlessly with Salesforce Lightning Experience, providing enhanced functionality and improved user productivity.
Integrated Salesforce with 15+ external systems including accounting software, shipping providers, payment gateways, and marketing platforms. REST and SOAP API integrations enable real-time data synchronization and automated workflows across the entire technology stack.
Transformative impact on business operations and efficiency
Consolidated 8 disparate systems into a single Salesforce platform. Eliminated data silos and provided a single source of truth for all business operations, dramatically improving data accuracy and accessibility across departments.
Automated workflows reduced manual data entry and administrative tasks by 70%. Employees now focus on high-value activities instead of repetitive tasks, significantly improving productivity and job satisfaction.
Complete visibility into customer interactions across sales, service, and operations. Teams can access full customer history, open cases, order status, and communication logs in one place, enabling personalized service and stronger relationships.
Better pipeline visibility, automated follow-ups, and improved customer service contributed to 40% revenue growth in the first year. Real-time analytics enabled proactive decision-making and identification of new opportunities.
Key achievements and technical accomplishments
Custom Objects Created
Automated Workflows
Apex Classes & Triggers
System Integrations
Comprehensive training program ensured smooth user adoption across the organization. Developed role-specific training materials, conducted hands-on workshops, and provided ongoing support. Change management strategies minimized disruption and achieved 95% user adoption within three months.
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