Discover how a tailored Salesforce customization helped one utility rental giant cut errors, speed up quoting, and unlock millions in potential revenue.

In this blog, you will learn:

• Operational inefficiencies can derail even high-growth companies.
• Custom web applications offer structure where off-the-shelf tools fall short.
• Salesforce customization is a game-changer for quoting and order accuracy.
• Customer self-service portals improve efficiency and experience.
• The right tech partner brings business clarity-not just code.

As businesses scale, growth doesn’t always feel like success. Systems strain under pressure, internal processes break down, and teams are forced into constant firefighting. According to a McKinsey report, nearly 70% of digital transformation efforts fail due to operational inefficiencies and siloed systems-even in high-growth companies. What was once manageable becomes chaotic, impacting customers, employees, and revenue alike.

Logan Bennett’s story is based on a real-life scenario from one of North America’s largest utility rental companies. As Vice President of Sales, he oversaw the distribution of portable sanitation units and temporary fencing for major construction sites and public events-but mounting operational inefficiencies began to disrupt daily workflows and client satisfaction.

Let’s explore how he leveraged a Salesforce customization service to build a solution tailored to their workflows, and took proactive steps to streamline operational inefficiency..

Rapid Growth Exposes Operational Weaknesses Like Never Before

Logan’s company was landing high-ticket contracts regularly; however the internal systems simply couldn’t keep pace. Operational cracks began to appear when the demand surged. Every new order brought an increased risk of errors, putting strain on operations and eventually threatening client satisfaction.

Despite the company’s strong growth, things were getting harder behind the scenes.

Logan’s sales and service teams were feeling the heat. Quoting took too long, tools were clunky, and nothing seemed to work the same way twice. The customer service team was always a step behind, trying to keep up with constant changes.

Reps were overloaded, clients were growing impatient, and leadership spent more time putting out fires than planning for the future.

Recognizing that the pace of growth was unsustainable without operational clarity, Logan was trying to find ways to streamline processes, improve visibility, and restore control across teams.

When the System Breaks Without a Custom Web Application to Manage it

Things went off track when they secured a major project-a high-profile music festival requiring over 300 sanitation units. As the event approached, loopholes started to show. The quote was mispriced, the units were delivered to the wrong location, and what should have been a routine execution turned into a logistical scramble.

Logan spent 72 hours managing the fallout-fielding urgent calls, rerouting deliveries, and manually correcting mistakes that their systems should have prevented.

The incident put a key client relationship at risk and exposed serious gaps in how their internal tools worked-or didn’t work-together.

With sales, operations, and customer service all using separate systems, quoting was inconsistent, errors were frequent, and firefighting became the norm. It was becoming clear to Logan that a custom web application could help unify processes and eliminate guesswork.

At this stage, the idea of investing in a custom web application was no longer a future consideration-it was fast becoming a necessary next step.

ZingWork’s Custom Web Application Transformed the Way They Work

From the very first conversation, Zingworks stood out. They didn’t approach the project like a typical IT vendor. Instead of offering generic solutions, they took time to understand how the business worked, step by step, across every team and process.

The result was a deeply customized Salesforce CPQ implementation embedded within a custom web application that reshaped how quotes were generated and approved:

• Bundled product logic: Porta-potties with handwash stations? Done.
• Smart pricing rules: Volume discounts, partner pricing, and promotions-automated.
• Approval workflows: Clean, trackable, and fully integrated.

Zingworks built a mobile-friendly customer portal that allowed clients to request quotes, manage orders, and even change service frequency directly with no phone calls. On the backend, Zingworks used Angular, NestJS, and Ionic to make everything run fast and smooth.

As part of their Salesforce customization service, they also implemented:

CPQ customisation–

• Define rules for grouping products together and configure optional and required
• selections within bundles
• Set up price books for various customer segments.
• Set up discounting rules based on quantity ordered, volume, partners, and promotions
• Created a quote and order document.
• Created Quotes, Quote lines, and opportunities
• Implemented Quote approval workflow.
• Implemented functionalities like Amendment – change frequency, Move units, Quantity change using Apex

 Customer Portal–

•  OAuth 2.0 integration
•  Implementing APIs for the web app so the customers can directly request for quote,
• manage orders from their mobile or desktop
•  Developed SOQL’s and SOSL’s to retrieve data.
•  Web interface built in Angular, Nest.js
•  Mobile app built using Angular and Ionic

 WorkFlow automation– 

Implemented workflows

• Send invites to onboard new customers
• Update case priority and case owner
• Update the path to the order workflow

 Implemented triggers using the trigger framework, keeping the  governor limits in mind

•  Sending mobile notification
•  Creating audit tracking history
•  Data mapping and price calculations

LWC Customization–

• Created LWC components for enhanced user experience for the in-house Sales team
• Created user permissions, object level, record level, and field level security based on user profile.

Third party integrations

• Stripe – for payment
• Dupeblocker – to identify duplicate account
• BriteVerify – to validate email SideTrade – for centralised invoicing 

This end-to-end solution, powered by Zingworks’ Salesforce customization service and deep technical expertise, enabled real-time visibility and streamlined operations across the board.

Over 18 months, Zingworks deployed an agile team, delivered in two-week sprints, and maintained a clear focus on workflow automation, security, and scalability.

Salesforce Customization Services that Freed Logan’s Team

Today, Logan’s team is no longer held back by inefficiencies. Quotes go out faster. Orders are accurate. Customers feel empowered. And Logan? He’s back to focusing on strategy instead of spreadsheets.

Zingworks helped restore the team’s confidence. They didn’t just deliver a tech solution-they brought business clarity.

Why Zingworks Was the Right Partner

• Deep business process expertise: They understood our workflow from end to end-not just the tech.
• Industry-spanning experience: With 450+ projects across manufacturing, services, and healthcare, they brought best practices we hadn’t even considered.
• Early adopters of cutting-edge tech: From Salesforce CPQ to Angular and Ionic, their knowledge was always one step ahead.
• Functionally complete solutions: No endless rework-just clean execution.
• Cross-industry insights: Zingworks applied lessons from other sectors to innovate faster.
• On time, on budget: Clear roadmaps, clean sprints, and no surprises.

Turn your growth into a competitive edge with Zingworks-where strategy, speed, and simplicity come together.

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