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.

A growing sales-driven organization wanted to improve its outreach process and manage email campaigns more efficiently inside Salesforce. The client was already using Salesforce SDR Agent and needed customization to better support their sales operations, campaign workflows, lead routing and lead engagement activities.

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.

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.

A fast-growing organization needed a simpler way for business users to analyze Salesforce CRM data without depending on technical teams. We implemented Insight Bot to automate analysis, enable natural-language Q&A, and deliver ready-to-share reports for faster decisions.

The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to: <ul class='list-disc pl-8'> <li>Faster quote finalization</li> <li>More accurate service scheduling</li> <li>Improved user satisfaction and operational agility</li> </ul>

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.