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Case Studies

End User: Global Data Center Provider

Mid-way through their SAP implementation with a multi-national consulting partner, a late-notice requirement developed at the end-user to integrate the new solution with their existing, customized Salesforce configuration.

There was no skillset within the SAP Partner to perform the Salesforce integration – which was also outside of the scope of their project.

  • Engagement Method: With Salesforce Partner
  • Geographic Regions: Europe, India, Singapore
  • Delivery Team Size: 5 (Architect, Developers, QA)
  • Responsiveness: Start within 5 days
  • Project Duration: 3 months 
  • Stakeholders: Salesforce Partner, SAP Partner, End-User

High-Level Requirement

  • Allow two-way sync of customer master details from SAP to Salesforce Accounts.
  • Create SAP Sales Orders from won Salesforce Opportunities.
  • Synchronize product data mastered in SAP to Salesforce Products.
  • Adjust existing business processes to support dependencies of the new integration.

Solution Delivered

The integration project was successfully delivered on-time and on-budget with close and regular collaboration between the SAP Partner, Salesforce Partner and End-user

  • Leverage SAP CPI (SAP Cloud Platform Integration) as the end-point to communicate with SAP.
  • Develop appropriately authenticated inbound and outbound connections, between Salesforce and SAP CPI to facilitate seamless flow of data using a combination of triggers and batches.

  • Implement robust error-handling including notifications to administrators to report potential failures.

  • Provide a user interface LWC for real-time tracking of the integration status.

  • Implement business processes using declarative tools so that they can be easily supported by the end-user after the project is delivered

End User: UK Utilities Wholesaler

Delivering wholesale services into the UK water market, this £1bn+ company manages its vital water infrastructure, retailer, customer and billing data in Salesforce.

Previously project-managed by a well-known global Salesforce Partner, the client elected for a more responsive engagement with a smaller partner with easier, direct access to named professionals.

  • Engagement Method: With Salesforce Partner
  • Geographic Regions: UK
  • Delivery Team Size: 9 (Architect, Developers, QA)
  • Responsiveness: Start within 14 days
  • Project Duration: 12 months+
  • Stakeholders: Salesforce Partner, 3 End-User Departments

High-Level Requirement

  • Resolve legacy data sharing issues with existing SAP integration.
  • Provide new multi-site billing solution in Salesforce without CPQ
  • Build integration with brand-new industry regulator trading platform, influencing functionality on both ends of the integration
  • Deliver customer alerting platform using email and SMS messaging.
  • Improve customer feedback with targeted case management solution

Solution Delivered

This project is ongoing via a monthly retainer and all elements of the requirements outlined have been successfully delivered on-time and on-budget.

The requires close and regular collaboration between the Salesforce Partner and End-user with clearly documented and regularly delivered logs of activities.

  • Improve and rewrite legacy apex triggers and classes to ensure bulk support for SAP integration and one-off data updates.
  • Change the data model to more accurately reflect data requirements
  • Create new Visualforce and LWC with appropriate back-end classes to perform billing calculations beyond the capability of standard flows and automations.

  • Complex delivery plan to develop webservices, classes, triggers, flows and Einstein NBAs to support the integration with the new industry regulator whilst that platform itself was being built.

  • Design and deliver innovative technical solutions where integration requirements exceed standard Salesforce governor limits.

  • Provide a custom bulkified integration with 3rd-party SMS messaging service and 3rd-party email provider to avoid end-users and customers being affected by Salesforce limitations

CRM Team Innovation. Your new partner for innovation in Salesforce.


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Our Values (this bit is important…)


All our relationships are underpinned by trust. And being trusted, we’re privileged to be  retained on long-term engagements by some of the world’s best companies.


Unlike agencies who promise anything to win a deal, then place unspeakable pressure on their team, respect runs deep throughout our business, to everyone’s benefit.


We strive for excellence in all we do. Accuracy and precision is vital in this sector and our team consistently delivers high-quality solutions that meet and exceed expectations.


Without action, nothing new every happens. Our team is trained to take action and never criticised for taking considered steps to “get stuff done”.


Honor our values & work as a team as together we are more than the sum of our parts. We support, motivate and coach each other to perform to our potential.


It may be cheesy, but our values spell TREAT… and we love to spoil our team and celebrate their success when a job’s done well with the occasional treat!

Start innovating in Salesforce with CRM Team Innovation!