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.
Close the loop between the CRM and the ledger
Order, fulfilment, invoicing and revenue flows automated across the Salesforce and NetSuite boundary, which is where most stacks leak.
✓ Thank you! Form submitted successfully.
Client work with the receipts attached
Every logo marked case study has a written write-up: the scope, the hours and the client's own words. The row stops while you read.
Case study
Dietitian Live
Salesforce · Pardot · Analytics
2.5 years
as their head Salesforce developer across three contracts
Three engagements: Salesforce and Pardot dashboards, multi-source marketing data pipelines, then ongoing platform build-out.
Period
2023-2026
Rating
5.0
Read the case study →
Case study
Conexiant
Salesforce · NetSuite
2 platforms
Salesforce and NetSuite held by one accountable team
Salesforce development and architecture alongside NetSuite quote-to-cash and invoice automation for a US media group.
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Vangeld
Salesforce · Fintech
End to end
broker enquiry to funded, all inside Salesforce
Rebuilt a half-finished Salesforce org for a lending platform: origination, multi-user approvals, document generation and broker comms.
Period
2026
Rating
5.0
Read the case study →
Case study
Finagy
Salesforce development & consulting
Closed on time
senior build plus advisory, every recommendation costed
"Deep expertise in the Salesforce development environment, with clear, actionable recommendations delivered on time."
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Cenegenics
Salesforce · Flow · LWC
In-org
clinical encounters documented in Salesforce, not around it
Clinical encounter documentation flows for physicians and staff, plus multi-object Lightning Web Component development.
Period
2025
Rating
5.0
Read the case study →
Case study
iSimplifyMe
Salesforce setup & automation
1 month
from setup to live drip campaigns
"A Salesforce expert who created a custom automation flow for our company extremely efficiently." Setup plus multiple drip campaigns.
Period
2024
Rating
5.0
Read the case study →
Case study
cFan
Salesforce administration & reporting
Retainer
standing administration keeping a nonprofit reporting-ready
Ongoing Salesforce administration, data hygiene and reporting for a member association.
Period
2024-2025
Rating
5.0
Read the case study →
Case study
NJM Mechanical & Contracting
CRM & operations
Jobs
as the spine of the model, not deals
Field-service CRM and operations build for a mechanical contractor, delivered against fixed milestones.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
Creger + Collective Financial
Salesforce · Financial services
Households
at the centre, not lead volume
CRM build for a financial advisory practice, scoped and delivered on a milestone schedule.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
Elevated Boats
CRM · Dealership sales
Quote accuracy
prioritised over pipeline volume
Sales and quoting workflow for a dealership team, delivered as a fixed-price milestone project.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
nfinance
Salesforce · Lending
One record
application, documents and decision together
Lending operations on Salesforce, from application intake through approval tracking.
Period
Milestone based
Rating
5.0
Read the case study →
Butler MC Law Firm
Case study
Butler MC Law Firm
WordPress · CRM intake
Qualified
enquiries arrive with the matter detail attached
Website build and intake automation for a Louisiana right-of-way practice. Consultation requests arrive in the CRM with the matter details attached.
Period
2026
Rating
5.0
Read the case study →
Case study
GVA Financial
Salesforce · Financial services
Advisory ops
onboarding, operations and reporting in one place
Long-running Salesforce engagement across advisory operations, reporting and client onboarding.
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Doctor Keloid
CRM · Patient intake
Enquiry to booking
follow-up and reporting automated end to end
Patient enquiry capture, follow-up automation and reporting for a scar and cosmetic clinic.
Period
2026
Rating
5.0
Read the case study →
Case study
Peritiae Solutions
Salesforce administration
Same week
persistent issues identified and fixed
Validation rules, dashboards and automations delivered as discrete admin jobs.
"UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had."
Period
Jun 2025 to Oct 2025
Rating
5.0
Read the case study →
Case study
Dietitian Live
Salesforce · Pardot · Analytics
2.5 years
as their head Salesforce developer across three contracts
Three engagements: Salesforce and Pardot dashboards, multi-source marketing data pipelines, then ongoing platform build-out.
Period
2023-2026
Rating
5.0
Read the case study →
Case study
Conexiant
Salesforce · NetSuite
2 platforms
Salesforce and NetSuite held by one accountable team
Salesforce development and architecture alongside NetSuite quote-to-cash and invoice automation for a US media group.
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Vangeld
Salesforce · Fintech
End to end
broker enquiry to funded, all inside Salesforce
Rebuilt a half-finished Salesforce org for a lending platform: origination, multi-user approvals, document generation and broker comms.
Period
2026
Rating
5.0
Read the case study →
Case study
Finagy
Salesforce development & consulting
Closed on time
senior build plus advisory, every recommendation costed
"Deep expertise in the Salesforce development environment, with clear, actionable recommendations delivered on time."
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Cenegenics
Salesforce · Flow · LWC
In-org
clinical encounters documented in Salesforce, not around it
Clinical encounter documentation flows for physicians and staff, plus multi-object Lightning Web Component development.
Period
2025
Rating
5.0
Read the case study →
Case study
iSimplifyMe
Salesforce setup & automation
1 month
from setup to live drip campaigns
"A Salesforce expert who created a custom automation flow for our company extremely efficiently." Setup plus multiple drip campaigns.
Period
2024
Rating
5.0
Read the case study →
Case study
cFan
Salesforce administration & reporting
Retainer
standing administration keeping a nonprofit reporting-ready
Ongoing Salesforce administration, data hygiene and reporting for a member association.
Period
2024-2025
Rating
5.0
Read the case study →
Case study
NJM Mechanical & Contracting
CRM & operations
Jobs
as the spine of the model, not deals
Field-service CRM and operations build for a mechanical contractor, delivered against fixed milestones.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
Creger + Collective Financial
Salesforce · Financial services
Households
at the centre, not lead volume
CRM build for a financial advisory practice, scoped and delivered on a milestone schedule.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
Elevated Boats
CRM · Dealership sales
Quote accuracy
prioritised over pipeline volume
Sales and quoting workflow for a dealership team, delivered as a fixed-price milestone project.
Period
Milestone based
Rating
5.0
Read the case study →
Case study
nfinance
Salesforce · Lending
One record
application, documents and decision together
Lending operations on Salesforce, from application intake through approval tracking.
Period
Milestone based
Rating
5.0
Read the case study →
Butler MC Law Firm
Case study
Butler MC Law Firm
WordPress · CRM intake
Qualified
enquiries arrive with the matter detail attached
Website build and intake automation for a Louisiana right-of-way practice. Consultation requests arrive in the CRM with the matter details attached.
Period
2026
Rating
5.0
Read the case study →
Case study
GVA Financial
Salesforce · Financial services
Advisory ops
onboarding, operations and reporting in one place
Long-running Salesforce engagement across advisory operations, reporting and client onboarding.
Period
2025-2026
Rating
5.0
Read the case study →
Case study
Doctor Keloid
CRM · Patient intake
Enquiry to booking
follow-up and reporting automated end to end
Patient enquiry capture, follow-up automation and reporting for a scar and cosmetic clinic.
Period
2026
Rating
5.0
Read the case study →
Case study
Peritiae Solutions
Salesforce administration
Same week
persistent issues identified and fixed
Validation rules, dashboards and automations delivered as discrete admin jobs.
"UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had."
Period
Jun 2025 to Oct 2025
Rating
5.0
Read the case study →
Case study
Revitpay
Salesforce integration
Two-way
Salesforce to CRM sync, redeployed from GitHub
Two-way Salesforce to CRM integration over APIs and Apex classes, deployed from GitHub.
"Great developer. Very knowledgeable with Salesforce."
Period
Jul 2024 to Feb 2025
Rating
5.0
Read the case study →
Case study
Felix and Fingers
Salesforce flows
9 months
embedded in their scrum team
Embedded in their scrum team building flows across an SFDC org with several API bridges.
"One of the best SFDC devs I have worked with."
Period
Jun 2024 to Mar 2025
Rating
5.0
Read the case study →
Case study
Passport Global
Salesforce · Sales Cloud · Experience Cloud
40%
faster sales cycle, 55% better partner onboarding
Sales Cloud revamp that cut sales cycle time by 40%, plus Experience Cloud partner portals and Flow-based approvals.
Period
Feb 2023 to Nov 2025
Rating
5.0
Read the case study →
Case study
Transport Security
NetSuite · SuiteCommerce · Pardot
Figma to live
storefront pages with UTM tracking, plus weekly Pardot
Figma to NetSuite front-end build with UTM tracking on the commerce side, and a full Pardot email programme on the marketing side.
Period
Ongoing
Rating
5.0
Read the case study →
Case study
dentalcorp
Marketing Cloud · HTML email
1
creative rebuilt pixel-accurate for Marketing Cloud
An existing email creative rebuilt as responsive HTML for Salesforce Marketing Cloud, tested against the platform's rendering.
Period
Milestone based
Rating
5.0
Read the case study →
BCM
Case study
BCM
RevOps · GTM engineering · Salesforce
6,000
opportunities recovered across seven contracts
Embedded RevOps and GTM engineering: acquisition data clean-up, Salesforce administration, architecture and AI tooling with Clay.
"His knowledge of AI and RevOps systems is unmatched."
Period
Ongoing
Rating
5.0
Read the case study →
Case study
Mercury
Salesforce CRM setup · Data migration
0 duplicates
scattered Sheets and Gmail into one clean CRM
Events, speakers and sponsors moved off scattered Sheets and Gmail into one deduplicated Salesforce org with Gmail activity capture.
Period
2026
Rating
5.0
Read the case study →
Case study
Roundtable & Advisory
Salesforce CRM setup · Data migration
0 duplicates
scattered Sheets and Gmail into one clean CRM
Same engagement as Mercury: contact import, duplicate rules, custom fields and executive dashboards.
Period
2026
Rating
5.0
Read the case study →
Case study
Pissup Reisen
Salesforce · Aircall · Einstein
Same week
failing engagement flows fixed and call insight live
Fixed failing sales engagement flows and implemented Einstein Conversation Insights through Aircall, starting the same week.
Period
2026
Rating
5.0
Read the case study →
Case study
On Demand Advisors
Salesforce · HubSpot · Reporting
4
funnel stages reported from three objects
Multi-object funnel dashboards across Leads, Contacts and Customers, plus ongoing Salesforce and HubSpot configuration.
Period
Jun 2025 to Jul 2026
Rating
5.0
Read the case study →
Case study
Rush Technology
Salesforce · Opportunity stages
3
stages with the right fields at each
Stage-driven field logic on opportunities: each pair of fields appears and becomes required only at the stage that needs it.
"Helped me solve a problem I had been battling with for days."
Period
Completed
Rating
5.0
Read the case study →
Case study
The Philadelphia Inquirer
Salesforce administration & development
1
org behind subscriptions, ad sales and support
Ran the Salesforce org behind subscriptions, ad sales and customer support for a major metro newsroom.
Period
May 2018 to Jan 2020
Rating
5.0
Read the case study →
Case study
Wintrust
Salesforce · Apex · LWC · Banking
Audit-ready
banking CRM, change-controlled end to end
Apex, LWC and Flow development on a banking CRM, with REST and SOAP integrations to core financial systems.
Period
Ongoing
Rating
5.0
Read the case study →
Case study
Reliant Funding
Salesforce · Sales Cloud · Lending
14 months
on loan tracking, end to end
Sales Cloud customised for loan tracking and client management, with end-to-end automation and lead assignment.
Period
Feb 2020 to Mar 2021
Rating
5.0
Read the case study →
Case study
Mercury General
Salesforce development · Insurance
75%+
test coverage held through every release
Apex, LWC and Aura development on a major insurer's org, with REST integrations and 75%+ test coverage held through every release.
Period
2019-2022
Rating
5.0
Read the case study →
Case study
Revitpay
Salesforce integration
Two-way
Salesforce to CRM sync, redeployed from GitHub
Two-way Salesforce to CRM integration over APIs and Apex classes, deployed from GitHub.
"Great developer. Very knowledgeable with Salesforce."
Period
Jul 2024 to Feb 2025
Rating
5.0
Read the case study →
Case study
Felix and Fingers
Salesforce flows
9 months
embedded in their scrum team
Embedded in their scrum team building flows across an SFDC org with several API bridges.
"One of the best SFDC devs I have worked with."
Period
Jun 2024 to Mar 2025
Rating
5.0
Read the case study →
Case study
Passport Global
Salesforce · Sales Cloud · Experience Cloud
40%
faster sales cycle, 55% better partner onboarding
Sales Cloud revamp that cut sales cycle time by 40%, plus Experience Cloud partner portals and Flow-based approvals.
Period
Feb 2023 to Nov 2025
Rating
5.0
Read the case study →
Case study
Transport Security
NetSuite · SuiteCommerce · Pardot
Figma to live
storefront pages with UTM tracking, plus weekly Pardot
Figma to NetSuite front-end build with UTM tracking on the commerce side, and a full Pardot email programme on the marketing side.
Period
Ongoing
Rating
5.0
Read the case study →
Case study
dentalcorp
Marketing Cloud · HTML email
1
creative rebuilt pixel-accurate for Marketing Cloud
An existing email creative rebuilt as responsive HTML for Salesforce Marketing Cloud, tested against the platform's rendering.
Period
Milestone based
Rating
5.0
Read the case study →
BCM
Case study
BCM
RevOps · GTM engineering · Salesforce
6,000
opportunities recovered across seven contracts
Embedded RevOps and GTM engineering: acquisition data clean-up, Salesforce administration, architecture and AI tooling with Clay.
"His knowledge of AI and RevOps systems is unmatched."
Period
Ongoing
Rating
5.0
Read the case study →
Case study
Mercury
Salesforce CRM setup · Data migration
0 duplicates
scattered Sheets and Gmail into one clean CRM
Events, speakers and sponsors moved off scattered Sheets and Gmail into one deduplicated Salesforce org with Gmail activity capture.
Period
2026
Rating
5.0
Read the case study →
Case study
Roundtable & Advisory
Salesforce CRM setup · Data migration
0 duplicates
scattered Sheets and Gmail into one clean CRM
Same engagement as Mercury: contact import, duplicate rules, custom fields and executive dashboards.
Period
2026
Rating
5.0
Read the case study →
Case study
Pissup Reisen
Salesforce · Aircall · Einstein
Same week
failing engagement flows fixed and call insight live
Fixed failing sales engagement flows and implemented Einstein Conversation Insights through Aircall, starting the same week.
Period
2026
Rating
5.0
Read the case study →
Case study
On Demand Advisors
Salesforce · HubSpot · Reporting
4
funnel stages reported from three objects
Multi-object funnel dashboards across Leads, Contacts and Customers, plus ongoing Salesforce and HubSpot configuration.
Period
Jun 2025 to Jul 2026
Rating
5.0
Read the case study →
Case study
Rush Technology
Salesforce · Opportunity stages
3
stages with the right fields at each
Stage-driven field logic on opportunities: each pair of fields appears and becomes required only at the stage that needs it.
"Helped me solve a problem I had been battling with for days."
Period
Completed
Rating
5.0
Read the case study →
Case study
The Philadelphia Inquirer
Salesforce administration & development
1
org behind subscriptions, ad sales and support
Ran the Salesforce org behind subscriptions, ad sales and customer support for a major metro newsroom.
Period
May 2018 to Jan 2020
Rating
5.0
Read the case study →
Case study
Wintrust
Salesforce · Apex · LWC · Banking
Audit-ready
banking CRM, change-controlled end to end
Apex, LWC and Flow development on a banking CRM, with REST and SOAP integrations to core financial systems.
Period
Ongoing
Rating
5.0
Read the case study →
Case study
Reliant Funding
Salesforce · Sales Cloud · Lending
14 months
on loan tracking, end to end
Sales Cloud customised for loan tracking and client management, with end-to-end automation and lead assignment.
Period
Feb 2020 to Mar 2021
Rating
5.0
Read the case study →
Case study
Mercury General
Salesforce development · Insurance
75%+
test coverage held through every release
Apex, LWC and Aura development on a major insurer's org, with REST integrations and 75%+ test coverage held through every release.
Period
2019-2022
Rating
5.0
Read the case study →
What Quote-to-cash automation work covers
Quote-to-cash is where most stacks break, because it crosses the line between the CRM and the ERP. We hold both sides.
Order handoff
Clean transfer from quote to sales order with validation on both sides.
Invoicing
Billing schedules, consolidated invoices and automated dispatch.
Revenue recognition
Schedules and rules configured to your accounting policy.
Reconciliation
Reporting that ties CRM bookings to ERP revenue without a spreadsheet.
Finance cannot pause while you rebuild
01
Process mapping
How an order actually moves today, including the spreadsheets nobody mentions.
02
Design and staging
Built and tested in a sandbox against real transaction data.
03
Phased cutover
Sequenced so close and fulfilment keep running throughout.
04
Support and iterate
Ongoing development as the operation changes.
In our clients' words
Every review below is public on Upwork. Hover a row to stop it and read.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch.
★★★★★Great communication and execution. Highly recommended.
★★★★★Amazing experience with Umer. His knowledge of AI and RevOps systems is unmatched. He is very great at communication and fast, while also providing the highest quality.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched. If you are looking for a GTM engineer, look no further.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch.
★★★★★Great communication and execution. Highly recommended.
★★★★★Amazing experience with Umer. His knowledge of AI and RevOps systems is unmatched. He is very great at communication and fast, while also providing the highest quality.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched. If you are looking for a GTM engineer, look no further.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch.
★★★★★Great communication and execution. Highly recommended.
★★★★★Amazing experience with Umer. His knowledge of AI and RevOps systems is unmatched. He is very great at communication and fast, while also providing the highest quality.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched. If you are looking for a GTM engineer, look no further.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★He has been very responsive and helpful with great communication and problem solving skills.
★★★★★UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch.
★★★★★Great communication and execution. Highly recommended.
★★★★★Amazing experience with Umer. His knowledge of AI and RevOps systems is unmatched. He is very great at communication and fast, while also providing the highest quality.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched. If you are looking for a GTM engineer, look no further.
★★★★★We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.
★★★★★Umer did an excellent job. He demonstrated deep expertise in the Salesforce development environment and provided thoughtful, practical guidance.
★★★★★Balaj has been incredible to work with. One of the best SFDC devs I have worked with.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★Balaj is a Salesforce expert. He created a custom automation flow for our company extremely efficiently.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched.
★★★★★Umer did an excellent job. He demonstrated deep expertise in the Salesforce development environment and provided thoughtful, practical guidance.
★★★★★Balaj has been incredible to work with. One of the best SFDC devs I have worked with.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★Balaj is a Salesforce expert. He created a custom automation flow for our company extremely efficiently.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched.
★★★★★Umer did an excellent job. He demonstrated deep expertise in the Salesforce development environment and provided thoughtful, practical guidance.
★★★★★Balaj has been incredible to work with. One of the best SFDC devs I have worked with.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★Balaj is a Salesforce expert. He created a custom automation flow for our company extremely efficiently.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched.
★★★★★Umer did an excellent job. He demonstrated deep expertise in the Salesforce development environment and provided thoughtful, practical guidance.
★★★★★Balaj has been incredible to work with. One of the best SFDC devs I have worked with.
★★★★★UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.
★★★★★Balaj is a Salesforce expert. He created a custom automation flow for our company extremely efficiently.
★★★★★Great developer. Very knowledgeable with Salesforce.
★★★★★Umer was amazing to work with. His ability to have minimal direction and make amazing outputs is unmatched.
The questions we get before every Quote-to-cash automation engagement
Answered plainly, with the trade-offs left in. If yours is not here, ask it on the call and you will get the same treatment.
Because it crosses two systems with two owners. Having one team on both ends is the actual fix.
Yes, dunning and reminder workflows against ageing.
Yes, including revaluation and consolidated reporting.
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.
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.
Guided walkthrough
Talk to us about Quote-to-cash automation
A 30 minute session in your sandbox with one of our certified architects: your objects, your templates, your volumes. No slideware, no obligation.
- ✓Installed and configured against your own objects
- ✓A written scope and fixed price before any work starts
- ✓Reply within 12 hours, UK and US business hours
- info@utechhub.com
- Phone
- +1 (240) 724-8070
- Listing
- AppExchange
✓ Thank you! Form submitted successfully.