To streamline outbound calling efforts and improve lead management efficiency, we implemented a tightly integrated solution between Salesforce and Five9. The primary objective was to accurately track call attempts, automatically disqualify leads after a predefined threshold, and ensure consistent data across both platforms. This helped prioritize campaigns more effectively, reduce time spent on non-viable leads, and enhance overall data integrity. The result is a more focused sales process, with a clear, synchronized view of lead activity and status.

This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.

In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.

The client, a growing U.S. based utility rental company, had implemented Acumatica ERP but faced a slow, error prone deployment process. Despite having a skilled team, releases were delayed due to manual steps like uploading customisations, validating DLLs and coordinating environments resulting in inconsistent outcomes and frequent last minute issues.

Our client, a regional industrial supply company with multiple locations across the Midwest, faced mounting complexity in daily operations. Managing inventory, approvals and service updates required constant coordination between warehouse, field and leadership teams.

To enhance customer engagement and streamline outreach, the organization aimed to empower Customer Service Representatives (CSRs) with tools to manually and automatically invite customers during key interactions such as quote and order processing. The goal was to maintain consistent brand communication, support bulk invitation capabilities, and ensure robust tracking for audit and reporting. Through a combination of automation, user-friendly interfaces, and standardized templates, the solution delivered measurable operational efficiency and improved customer experience.

To improve the efficiency of Sales Development Representatives (SDRs) and maintain high campaign hygiene, we implemented an automated lead disqualification process integrated with the Five9 dialer platform. The objective was to instantly remove unqualified leads based on predefined disposition logic, streamline exception handling for web leads, and provide end-to-end visibility through logging and audit trails. This solution ensures SDRs spend time only on quality leads, enhancing productivity while maintaining a clean, real-time lead pipeline.

Our client, a leading utility rental company based in the USA, successfully implemented Acumatica and sought additional customization to enhance operational efficiency. We provided tailored solutions to optimize their processes and address their specific challenges effectively.

A mid-sized distribution company faced mounting operational hurdles processing hundreds of daily customer orders received via email and PDF attachments. Their sales support team was bogged down by manual data entry, frequent mistakes and long turnaround times, all hindering both efficiency and customer satisfaction.