Delivery Partnership with a Salesforce Revenue Operations Consultancy

Industry

Professional Services

Services

Salesforce DevelopmentPartner DeliveryRevenue Operations

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsCPQService Cloud

Challenge

A Salesforce consulting company specialises in revenue operations, sales and customer success.

Demand for its services exceeded its internal delivery capacity:

More client demand than delivery capacity.
Need for specialist development skills.
Tight project timelines.
Consistent quality across projects.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the salesforce consulting firm's processes and goals.

Extended team

Winklix developers and admins joined the consultancy's delivery teams.

Technical delivery

Custom development, integrations and CPQ configuration for client projects.

Quality practices

Code reviews, testing and documentation standards across projects.

Flexible scaling

Capacity scaled up and down with the project pipeline.

Salesforce Consulting Firm solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Increased delivery capacity for the consultancy.
Specialist skills available on demand.
Projects delivered on schedule.
Consistent quality for end clients.

Salesforce Consulting Firm

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Challenge

A Salesforce consulting company specialises in revenue operations, sales and customer success.

Demand for its services exceeded its internal delivery capacity:

More client demand than delivery capacity.

Need for specialist development skills.

Tight project timelines.

Consistent quality across projects.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the salesforce consulting firm's processes and goals.

Extended team

Winklix developers and admins joined the consultancy's delivery teams.

Technical delivery

Custom development, integrations and CPQ configuration for client projects.

Quality practices

Code reviews, testing and documentation standards across projects.

Flexible scaling

Capacity scaled up and down with the project pipeline.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

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Essential

Analytics

Marketing

Delivery Partnership with a Salesforce Revenue Operations Consultancy

Challenge