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Case studies & success stories

Salesforce & ERP projects that deliver real outcomes.

From B2B commerce storefronts to complex CPQ pricing and Certinia PSA rollouts, see how our certified consultants design, build and integrate solutions around each client's business.

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Certified consultants
End-to-end delivery
ERP & payment integrations
Certified deliverySalesforce & Certinia
Project portfolioACTIVE
Salesforce B2B LightningCommerce storefront & integrations
Commerce
Salesforce CPQPricing rules, approvals & quoting
Revenue
Certinia PSAProfessional services automation
Services
Integrated stackERP · Payments · Tax
Featured projects

How we've helped clients succeed

A closer look at the implementations our team has delivered: the business problem, what we built and the technology behind it.

PROJECT 01

Salesforce B2B Lightning

B2B Commerce · Digital Experience
Experience BuilderLWCMobile-optimised
B2B Commerce

A tailored B2B storefront, integrated end to end

We customised the client's Salesforce B2B Digital Experience so the store's look, layout and functionality matched their specific business requirements on desktop, tablet and mobile.

  • Custom Experience Builder page layouts and UI for a seamless buying journey
  • Custom Lightning components with events and handlers for complex business logic
  • Unified view of customers, order history and inventory from external systems
  • Payment processing through Chargent + CyberSource and tax calculation with Avalara
Salesforce B2B CommerceLightning ComponentsChargentCyberSourceAvalara
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PROJECT 02

Salesforce CPQ

Configure · Price · Quote
Guided SellingAdvanced ApprovalsRenewals
Revenue & Quoting

Faster, error-free quoting for complex pricing

We set up and tailored Salesforce CPQ around the client's pricing strategy, helping sales reps build accurate quotes quickly across a large product catalogue.

  • Price books, discount schedules and pricing rules by volume, customer and promotion
  • Guided Selling wizards that recommend the right products for each deal
  • Advanced Approvals with parallel routing and pricing guardrails
  • Branded quote templates, smart renewals and ERP order integration
Salesforce CPQAdvanced ApprovalsQuote TemplatesERP Integration
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PROJECT 03

Certinia PSA

Professional Services Automation
ImplementationProcess optimisationCertified
Professional Services

Certinia PSA implemented around how the business works

Our certified Certinia (formerly FinancialForce) PSA consultant worked alongside the client's team to implement the platform and optimise their professional services operations.

  • Implementation and configuration aligned to existing business processes
  • Business process analysis to find and remove inefficiencies
  • Seamless integration for full use of the platform's capabilities
  • Hands-on guidance from a certified PSA expert
Certinia PSASalesforce PlatformResource Management
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Platforms we deliver on

Expertise across your whole stack

Every project draws on deep experience across CRM, revenue and ERP platforms.

Salesforce CRM

Sales, Service and custom app cloud solutions built around your teams.

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Revenue Cloud

Billing, subscriptions and the CPQ engine working as one revenue process.

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Certinia / FinancialForce

ERP, PSA and billing cloud architecture on the Salesforce platform.

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NetSuite

Enterprise ERP implementation and system integration.

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How we deliver

A proven approach on every project

A clear, collaborative process that keeps your project on track from the first workshop to go-live and beyond.

01

Discover

We map your processes, systems and goals to define the right scope.

02

Design

Solution architecture, data model and user experience, agreed up front.

03

Build & integrate

Configuration, custom development and integrations with your ERP, payments and tools.

04

Launch & support

Testing, go-live, training and ongoing enhancements as you grow.

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