Nearly three years rebuilding a global platform's Salesforce
A long development engagement with measurable results: a faster sales cycle, a partner portal that onboards without hand-holding, and approvals that no longer need a human to chase them.
- Practice
- Salesforce, Sales Cloud and Experience Cloud
- Period
- Feb 2023 to Nov 2025
- Client rating
- 5.0 out of 5
Development across the whole platform
The role covered custom Apex classes, Lightning Web Components and Flows, which is to say the work went wherever the requirement was rather than staying inside configuration.
Length matters on an engagement like this. Nearly three years means the same person who built the automation also lived with it, so the second version of everything was informed by how the first behaved.
The sales cycle
A Sales Cloud revamp cut sales cycle time by 40%. Most of that comes from removing waiting: stages that required someone to notice a record had moved, fields that reps filled in twice, approvals that sat idle overnight.
Partners onboarding themselves
Experience Cloud portals improved partner onboarding by 55%, by giving partners somewhere to complete their own setup instead of exchanging documents with an account manager.
Approvals without the chasing
Manual approvals were replaced with Flow-based automation, saving more than 20 hours a month. That figure is the visible part; the invisible part is deals that stop stalling at the approval step.
Outcome
Thirty-four months of continuous development, with a 40% faster sales cycle, 55% better partner onboarding and 20+ hours a month returned to the team.
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