Flagship Practice

Salesforce

Architecting the modern customer engagement platform

Our Salesforce Center of Excellence is built around senior architects, certified developers, admins, and AI specialists with deep experience across Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Revenue Cloud (CPQ + Billing), Data Cloud, and Einstein. We help product companies build native Salesforce ISV apps that scale on AppExchange, and we help enterprises modernize their CRM into a true customer engagement platform. Increasingly, our work centers on Einstein, Agentforce, and Data Cloud — embedding intelligence and unified customer data into every workflow.

Our 10-year commitment

Salesforce is becoming the AI-native operating system for customer-facing teams. We are deepening our investment in Salesforce architects, Einstein/Agentforce engineers, and ISV product specialists to be the partner of choice for the next decade of CRM transformation.

Services we provide

The full breadth of Salesforce capability we deliver — from strategy and architecture through engineering and operations.

Multi-Cloud Implementation

Greenfield and re-implementation programs across Sales, Service, Marketing, Experience, Revenue, Data, and Industry Clouds — with phased rollout, change management, and adoption tracking.

Lightning & Apex Engineering

Custom Lightning Web Components, Apex services, and Flow automation — engineered for performance, scalability, and clean upgrade paths.

AppExchange ISV Product Development

End-to-end build, security review, and lifecycle support for native managed packages — including multi-tenant architecture, namespacing, and listing optimization.

Einstein, Agentforce & Data Cloud

AI-augmented CRM: predictive scoring, generative replies, autonomous agents, and unified customer profiles powered by Data Cloud.

CPQ, Billing & Revenue Cloud

Quote-to-cash transformations including complex product catalogs, pricing rules, contracts, billing, and revenue recognition.

Integration & MuleSoft

Salesforce-to-ERP, data lake, and partner ecosystem integrations — built on MuleSoft, Composer, and event-driven patterns.

Managed Services & CoE Operations

Long-running production support, release management, and continuous enhancement pods that own a client's Salesforce org over multi-year horizons.

Embedded Salesforce Engineering Teams

Dedicated pods of architects, developers, and admins outsourced into client product and IT teams — co-owning roadmap, delivery, and operations.

Clients we have served

Our Salesforce practice serves both product-led companies building the next generation of software and service-led firms reselling our capability to their end clients.

Client names anonymized to protect engagement confidentiality.

Product Companies

A US Salesforce ISV (publicly listed)

AppExchange ISV

Co-build their managed-package product line: namespace architecture, security review, and the engineering pod that ships every release.

A European RevOps SaaS scale-up

Revenue Tech

Designed and built their native Salesforce-embedded analytics product, now adopted across hundreds of mid-market customers.

A North American customer-data product company

CDP / Martech

Built the Salesforce-native integration layer plus the Data Cloud bidirectional sync that became a flagship product capability.

A US-based field-service product firm

Field Service Tech

Extended Field Service Lightning with custom Lightning components and offline-first mobile experiences for their end customers.

Service Companies & SIs

A top-3 global IT services firm

IT Services

Provide a Salesforce delivery center that staffs into their Fortune 500 CRM transformation programs across North America and Europe.

A Big-4 consulting major

Management Consulting

Joint delivery on Salesforce-led customer-experience programs — GreenPot owns the engineering, the partner owns the advisory.

A Salesforce Crest / Summit consulting partner (US)

Salesforce Consulting

Long-running capacity partner providing certified developers and architects under their brand into shared client engagements.

A regional SI in the Middle East

Regional IT Services

Delivery partner for Salesforce programs across banking and telco accounts, with engineers embedded onshore.

Our flagship delivery model

Salesforce engineers placed inside your delivery org

Many Salesforce ISVs and consulting partners don't want a vendor — they want engineers who feel like their own. Our Salesforce CoE outsources certified architects, developers, and admins directly into client teams. They participate in the client's standups, ship under the client's brand, and stay for years. This long-tenure embedded model is how we power some of our largest and longest-running engagements.

A publicly listed Salesforce ISV

25 engineers (LWC, Apex, QA)4+ years

Full product squad embedded in their R&D — owns 2 of their 5 managed-package products end to end.

A top-3 global IT services firm

80+ certified resourcesMulti-year master agreement

Salesforce capacity center across multiple geographies, staffing their transformation programs on demand.

A US Salesforce Crest partner

Rolling pods of 8-20Ongoing, on-demand

Certified developers and architects shipping under the partner's brand into shared enterprise clients.

Selected Case Studies

Anonymized engagement stories. The full library lives in our case studies hub.

AppExchange ISV product modernization

Problem

A listed Salesforce ISV's flagship managed package had grown organically over a decade and was failing security review for new editions.

Approach

We embedded a dedicated pod that re-architected the package around modern LWC, refactored Apex to bulk-safe patterns, and re-ran security review end to end.

Outcome

Package passed security review on first re-submission; release cadence shifted from twice a year to every six weeks; customer NPS rose meaningfully.

Impact

Security review passed on first attemptRelease cadence: 6 months → 6 weeksEngineering pod retained for 4+ years

Quote-to-cash transformation for a global manufacturer

Problem

A manufacturing major was quoting complex configured products in spreadsheets, taking weeks per quote and losing deals to faster competitors.

Approach

Implemented Revenue Cloud (CPQ + Billing), modelled their entire product catalog, automated approvals, and integrated to their ERP for order-to-cash.

Outcome

Quote time collapsed from weeks to hours; sales win rate improved; finance gained real-time revenue visibility.

Impact

Quote cycle: weeks → hoursManual approval steps cut by 70%Integrated with SAP for end-to-end O2C

Service Cloud + Einstein for a telecom

Problem

A national telecom's care org was drowning in cases, with long handle times and inconsistent answers across agents.

Approach

Re-platformed onto Service Cloud with Einstein case classification, generative reply drafting via Agentforce, and a knowledge-first agent UI.

Outcome

Average handle time fell dramatically, first-contact resolution rose, and CSAT moved into industry-leading territory.

Impact

~35% reduction in average handle timeFirst-contact resolution up double digitsCSAT moved to top quartile of industry

Technologies & Tools

The stack our Salesforce engineers go deep on.

Sales, Service, Marketing, Experience CloudsRevenue Cloud (CPQ + Billing)Data Cloud, Einstein, AgentforceLightning Web Components & ApexSalesforce DX, SFDX CLIMuleSoft Anypoint & ComposerFlow, Process Builder, OmniStudioHeroku & Salesforce FunctionsAppExchange Security Review

Partner with our Salesforce CoE

Whether you need a dedicated pod, embedded engineers, or a full program — let's map your goals to our practice.

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