Case stories
Eight short stories from Salesforce clean-up work
One page each: what was wrong, the steps we followed and what changed.
No client names or details appear in any of them. Each story opens as a web page and also downloads as a PDF.
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Case story After an acquisition or merger
Two orgs, one customer, twice
How a mid-sized B2B company that grew through acquisition combined its Salesforce orgs into one, with fewer duplicate accounts and a clear owner for every account.
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Case story Billing, invoicing and quote to cash
One amendment, two prices
How a mid-sized B2B company stopped its quote, order and invoice disagreeing, and brought billing errors below 0.1 percent.
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Case story A move to a new quoting system or Revenue Cloud
Clean up before you migrate
How a mid-sized B2B company cleaned up its quoting setup before moving to a new system, and brought billing errors below 0.1 percent.
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Case story Deal desk and discount approvals
Approvals from days to hours
How a mid-sized B2B company with a deal desk cut approval time from days to hours by removing the steps nobody could explain.
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Case story Automation sprawl and technical debt
One field, three writers
How a mid-sized B2B company with years of automation took a field with several writers down to one owner.
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Case story Integrations with an ERP or billing system
Same data, two routes
How a mid-sized B2B company with overlapping integration designs drew its data flow, picked one design and saw fewer failures.
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Case story Sales and finance reports that disagree
Two reports, two answers
How a mid-sized B2B company whose sales and finance reports disagreed named one source of truth and got numbers that match.
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Short guide Hiring for a Salesforce role
Fractional architect or full-time admin
A short guide, not a client story: sort your Salesforce work into running the org and changing its shape, then choose between a full-time admin and fractional architect help.
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