Salesforce Managed Services For Startups

Fast-growing IOT startup turned to Transformyze to improve the cost-effectiveness of maintenance and continuous improvement of their Salesforce solutions.

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A leading tech firm specializing in IoT products had been using Salesforce for three years. As their business expanded globally, they found it increasingly challenging to manage their growing Salesforce solutions stack: Sales Cloud, Salesforce CPQ, Service Cloud, Pardot, and Tableau. Their in-house team lacked the bandwidth and expertise to handle customizations, enhancements, and integrations needed to support the evolving business landscape.

  1. Complex Customizations: With the introduction of new IoT products, the client needed to revamp their Salesforce solutions to manage new sales processes and customer support flows.

  2. Integration: The client had recently acquired a smaller company, and they needed to integrate this company’s systems into their Salesforce stack.

  3. Training: The existing and new employees were not fully equipped with the knowledge to utilize Salesforce efficiently.

A team made of four specialists :

– A project manager

– A Sales Cloud/CPQ developer

– A Service Cloud

– A pardot and Tableau specialist

was tasked to address these challenges.

  1. Customization and Development: Transformyze worked closely with the client’s stakeholders to understand the new sales and support processes. They revamped the Salesforce Sales Cloud, Service Cloud, and CPQ interface and added custom modules to better align with the client’s evolving business needs. Pardot setup was updated to support the lead generation initiatives related to the newly launched products. Rework
  2. Seamless Integration: Transformyze integrated the acquired company’s systems into its Salesforce solutions stack, ensuring data consistency and integrity. They also set up automated data flows so that crucial business information was updated in real-time across systems.
  3. Training and Support: Transformyze conducted extensive training sessions for the client’s team. They provided easy-to-follow documentation and continuous support, ensuring users could navigate and use Salesforce solutions effectively.


Within six months of engaging with Transformyze:

  • Sales teams of the client saw a 30% increase in productivity due to the streamlined processes and interfaces.

  • Customer support reported a 40% reduction in ticket resolution time because of the enhanced support flows.

  • The integration ensured that there was a single source of truth for customer data across the organization, reducing data discrepancies by 90%.

"Partnering with Transformyze was one of the best strategic decisions we made this year. Their expertise not only helped us maximize our Salesforce investment but also drove tangible business outcomes."

Founder and CEO

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