// scenarios

Use Cases

Common business challenges we solve. Each use case is a proven pattern we've implemented across multiple clients and industries.

Lead-to-Revenue Pipeline

CRM + Marketing Automation
Sales & Marketing Teams
The Problem

Leads fall through cracks. Marketing can't prove ROI. Sales blames marketing for bad leads. No single source of truth.

How We Solve It
01Unified lead capture from web forms, ads, events
02Automated scoring based on engagement + firmographics
03Territory-based routing to the right rep in real-time
04Stage-based nurture sequences (email, SMS, retargeting)
05Full-funnel attribution from first touch to closed deal
Outcome

Marketing proves pipeline contribution. Sales gets qualified leads. Revenue is predictable.

Salesforce Sales CloudMarketing CloudPardotGoogle AdsPower BI

Online-to-Offline (O2O) Commerce

Digital Showroom → Dealer Handover
D2C / Automotive / Retail
The Problem

Customer configures a product online but must visit a dealer to purchase. The handover is clunky — customer has to repeat everything.

How We Solve It
01Commerce Cloud webshop with product configurator
02Customer profile syncs to dealer portal in real-time
03Experience Cloud dealer portal with full customer context
04Automated appointment booking and notifications
05Post-sale follow-up via Service Cloud
Outcome

Seamless handover. Customer never repeats info. Dealer closes faster. NPS increases.

Salesforce Commerce CloudExperience CloudService CloudStripeAdyen

Subscription & Payment Management

Recurring Billing + Dunning
SaaS / Subscription Businesses
The Problem

Failed payments cause silent churn. No automated dunning. Finance team manually reconciles invoices. Multi-currency is a nightmare.

How We Solve It
01Stripe/Adyen integration with webhook-driven status updates
02Automated dunning sequences for failed payments
03Multi-currency billing with automatic FX handling
04CRM-synced subscription lifecycle (trial → active → churned)
05Revenue recognition dashboards for finance
Outcome

Involuntary churn drops. Finance gets real-time revenue visibility. Scaling to new markets is trivial.

StripeAdyenSalesforce BillingDynamics F&OPower BI

Centralised BI & Executive Dashboards

Data Lake → Actionable Insights
C-Suite / Revenue Operations
The Problem

Data lives in 10 systems. Nobody trusts the numbers. Building a report takes a week. Marketing and sales tell different stories.

How We Solve It
01Databricks/Azure data lake ingesting from all sources
02Automated ETL pipelines (CRM, ERP, ad platforms, analytics)
03Power BI dashboards with role-based access
04Real-time pipeline, attribution, and operational KPIs
05Self-service reporting for business users
Outcome

One source of truth. C-suite has real-time visibility. Data-driven decisions replace gut feelings.

DatabricksPower BIAzureGoogle AdsMatomoSalesforce

Salesforce DevOps & Automation

From Change Sets to CI/CD
Salesforce Admins / Architects
The Problem

Change sets are slow and error-prone. No version control. Sandbox conflicts. Deployments happen at midnight and still break.

How We Solve It
01Git-based source control for all Salesforce metadata
02SFDX project structure with modular packages
03CI pipeline: validate → test → deploy on every push
04Environment strategy: dev → QA → UAT → prod
05Automated test coverage enforcement (75%+ gate)
Outcome

Deployments in minutes, not days. Zero surprise breakages. Full audit trail. Developers ship with confidence.

SFDXHardis CLIGearsetGitHub ActionsAzure DevOps

Dealer & Partner Portal

Self-Service Channel Management
Brands with Dealer/Partner Networks
The Problem

Dealers rely on email and phone calls to get customer info, check inventory, or submit orders. HQ has no visibility into dealer performance.

How We Solve It
01Experience Cloud portal with branded dealer login
02Real-time customer handover with full journey context
03Inventory visibility and order submission
04Performance dashboards per dealer / region
05Knowledge base and training resources
Outcome

Dealers self-serve. HQ gets visibility. Customer experience improves. Channel scales without adding headcount.

Salesforce Experience CloudSales CloudService CloudCMS

Have a similar challenge?

Start a Conversation