Flagship app
100% native
Dochly
Document generation and e-signature inside Salesforce. Template-driven output, routing and signing with no third-party portal in the chain.
Client work, with the outcomes attached
Every engagement below is real, with the scope, the duration and the client's own words where they gave us one. Open any card to read the full story.
All case studies
29 stories
Sep 2025 to Jan 2026
Closed on time
build plus advisory, every recommendation costed
Advice they could act on, not a report
An org reviewed against best practice before more was piled on top, with every recommendation costed so the client chose what to action.
5.0client rating on completion
4 monthsfrom first review to handover
Salesforce development and consulting
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Apr 2026 to Aug 2026
4 months
from clean-up to a working platform
Broker enquiry to funded, no exit
A half-built org became a working lending platform: origination, multi-user approvals and document generation all inside Salesforce.
End to endorigination to funded, inside Salesforce
5.0client rating
Salesforce development, fintech and lending
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Jan 2025 to Feb 2026
3 contracts
architecture, administration and NetSuite
Two platforms, one accountable team
Salesforce and NetSuite held by the same people, which removed the handoff where quote-to-cash usually breaks.
2platforms covered by one team
13 monthsand still running
Salesforce and NetSuite
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Jun 2023 to Feb 2026
3 contracts
platform build first, then the analytics layer
2.5 years as their head developer
Platform capacity first, then the analytics layer: Salesforce and Pardot dashboards fed by Google Ads, Meta and product usage.
2.5 yearscontinuous engagement
5.0rating on every contract
Salesforce, Pardot and analytics
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2025
2 contracts
clinical Flows, then LWC development
Documentation clinicians actually finish
Encounter documentation physicians actually finish, plus LWC work spanning existing and new data models.
Guided Flowsencounter documentation clinicians complete
5.0rating on both contracts
Salesforce, Flow and Lightning Web Components
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Feb 2024 to Mar 2024
Setup to live
a fresh org with drip campaigns running
Setup and campaigns shipped together
Salesforce setup and multiple drip campaigns designed together, so campaigns were never built on a model that could not segment.
1 monthstart to finish
5.0client rating
Salesforce setup and marketing automation
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Jun 2025 to Oct 2025
4 months
of discrete, closed-out admin jobs
Persistent issues closed the same week
Persistent issues identified and closed as discrete jobs, without a project wrapper around every small request.
Same weekturnaround on individual requests
5.0client rating
Salesforce administration
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Jul 2024 to Feb 2025
7 months
of integration work
Two-way sync with CI from GitHub
Full CRUD against an external CRM over Apex and APIs, redeploying automatically so the integration stayed maintainable.
Two-waysync between Salesforce and an external CRM
CIautomatic redeployment from GitHub
Salesforce integration and Apex
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Jun 2024 to Mar 2025
QA’d
flows tested with the team before release
9 months embedded in their scrum team
Flows shipped against a complex org with API bridges to other platforms, on a US schedule and their own tracker.
9 monthsembedded in their scrum team
5.0client rating
Salesforce flows and development
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Jun 2025 to Jul 2026
4
funnel stages reported end to end
A conversion rate they could finally trust
Lead to Opportunity, SAO, SQO and Close, each with an accurate conversion rate built on a unified lead count.
3objects aggregated into one lead metric
2 contractsdashboard build plus a configuration retainer
Salesforce, HubSpot and reporting
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Feb 2023 to Nov 2025
40%
reduction in sales cycle time
A sales cycle cut by nearly half
Sales Cloud rebuilt, Experience Cloud portals that improved partner onboarding by 55%, and Flow approvals saving 20+ hours a month.
55%improvement in partner onboarding
20+ hrssaved every month on approvals
Salesforce, Sales Cloud and Experience Cloud
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Ongoing
REST and SOAP
integrations to external banking systems
A banking CRM held to a regulated bar
Apex, LWC and Flow development against a banking org, with REST and SOAP integrations to core financial systems and a security model built to survive review.
Audit-readysecurity across profiles, permission sets and sharing
Salesforce, Apex, LWC and banking integrations
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Feb 2020 to Mar 2021
14 months
as the org's Salesforce developer
Loan tracking, end to end
Sales Cloud customised for lending with automated lead assignment across a 14-month engagement.
End to endautomation from enquiry to funded loan
Salesforce, Sales Cloud and lending
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May 2018 to Jan 2020
21 months
as the org's admin and developer
1 org behind 3 businesses
Subscriptions, ad sales and customer support on one platform, with Lightning pages tailored per department.
3business lines served from one org: subscriptions, ad sales, support
Salesforce administration and development
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Ongoing
2 contracts
commerce build and marketing programme
Commerce and marketing held by one team
Figma designs built into NetSuite with UTM tracking, and a full Pardot programme reporting on what the campaigns returned.
Figma to livestorefront pages with UTM tracking end to end
WeeklyPardot campaigns executed and reported
NetSuite, SuiteCommerce and Pardot
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2026
1
email, built to match the creative exactly
Pixel-accurate in every inbox
An existing creative rebuilt as responsive HTML for Marketing Cloud and tested against the platform's own rendering.
Fixed priceshort, defined engagement
Salesforce Marketing Cloud and HTML email
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BCM
Ongoing
7 contracts
and still running
7 contracts, 6,000 opportunities recovered
Acquisition clean-up earned the admin seat, the admin seat earned the architecture, and the architecture earned GTM engineering with Clay.
6,000opportunities reconstructed by hand
5.0rating on every contract
Revenue operations, GTM engineering and Salesforce
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2026
Sheets to CRM
events, speakers and sponsors in one org
Scattered Sheets became one clean CRM
Contacts deduplicated before import, duplicate rules set to keep it that way, and Gmail logging activity without anyone remembering to.
0duplicate records at go-live
AutomaticGmail activity logging against contacts
Salesforce CRM setup and data migration
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2026
Both pieces
flows fixed and call insight live
Failing flows fixed the same week
Sales engagement automation restored and Einstein Conversation Insights implemented via Aircall, after platform support had stalled.
Same weekstart, as the brief required
Salesforce, Aircall and Einstein Conversation Insights
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Completed
3
stages with their own required field pairs
The right fields at the right stage
Conditional visibility and validation so reps see two fields at a time and cannot advance a half-filled record.
Fixed pricesingle defined scope
Salesforce opportunity configuration
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Jan 2019 to Mar 2022
75%+
test coverage held through every release
75%+ test coverage held through every release
Three years of Apex, LWC and Aura development on a major insurer's org, with REST integrations and asynchronous processing built inside governor limits.
3 yrscontinuous on one enterprise org
RESTintegrations and async processing
Salesforce development · Insurance
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Butler MC Law Firm
2026
Site to CRM
intake wired end to end
Enquiries arrive already qualified
A consultation form that asks for the company, the parish and the offer received, so the first call starts with facts.
Qualifiedenquiries with matter detail attached
WordPress and CRM intake
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2025 to 2026
Advisory ops
onboarding, operations and reporting
Advisory operations, all on the record
Client onboarding and the reporting layer above it, keeping the paper trail on the record instead of in inboxes.
5.0client rating
Salesforce and financial services
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2026
Enquiry to booking
follow-up automated end to end
Fewer enquiries lost before booking
Capture and automated follow-up prioritised over reporting, because that gap is where specialist clinics lose revenue.
5.0client rating
CRM and patient intake
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2024 to 2025
Reporting-ready
data hygiene and dashboards kept current
Always reporting-ready, never rebuilt
Standing administration and data hygiene, so the platform does not degrade quietly between grant cycles.
Retainerstanding administration cover
Nonprofit · Salesforce administration and reporting
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2026
Jobs
as the spine of the data model, not deals
Built for crews and sites, not deals
Jobs, crews and sites as the spine rather than a linear pipeline, delivered fixed-price against milestones.
Mobilefield capture instead of re-keying later
CRM and operations
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2026
Households
at the centre, not lead volume
A CRM that follows the relationship
Client records, service cadence and reviews at the centre, because advisory work is a relationship, not lead volume.
Reviewsand service cadence tracked per client
Salesforce and financial services
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2026
Quote accuracy
prioritised over pipeline volume
Every high-value enquiry chased properly
High-value, low-volume dealership selling, where follow-up discipline matters more than the number of deals.
Follow-updiscipline on every high-value enquiry
CRM and dealership sales
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2026
One record
application, documents and decision together
Nothing lost between intake and decision
Documents and the decision held together, which is exactly where spreadsheet-based lending processes break.
Intaketo approval without leaving the CRM
Salesforce and lending
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Certified on the platforms we sell
Eleven Salesforce certifications covering architecture, development, administration, marketing cloud and Agentforce, plus partner status on both sides of the platform.
What clients say about the work
Every review below is public on Upwork. Hover a row to stop it and read.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.
★★★★★I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.
★★★★★Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.
★★★★★I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.
★★★★★Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.
★★★★★Umer is unmatched, his work is amazing and I am excited for the next project with them.
★★★★★Great communication and execution. Highly recommended.
★★★★★Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.
★★★★★Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.
★★★★★Umer is unmatched, his work is amazing and I am excited for the next project with them.
★★★★★Great communication and execution. Highly recommended.
★★★★★Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.
We ship our own apps, not just client work
Being an ISV Partner as well as a consulting one changes how we build for you. Both products are listed on AppExchange and 100% native: no external processor, no data leaving your org.
Add-on
Storage
Dochly Storage
Offload Salesforce file storage without breaking record context. Documents stay linked, searchable and governed while the bill drops.
AppExchange
Listed
Our AppExchange listing
Consulting Partner and ISV Partner on the same listing, with public reviews you can read before you talk to us.
