WHAT THEY NEEDED:
Improve the flow of information between its sales and finance teams and automate key processes.
HOW WE SOLVD IT:
SOLVD centralized Cribl’s customer data by syncing invoices, standardizing quoting, and automating license provisioning via Salesforce.
SALESFORCE PRODUCTS USED:
Service Cloud, Customer 360, Experience Cloud, Revenue Cloud, PDO/AppExchange
SOLVD SERVICES:
Product Implementation
Farrah Bui – Vice President of Business Operations at Cribl
EXTREMELY ACCOMODATING
“We have partnered with SOLVD through complex implementations, including: CPQ, QBO, and license server integrations; and, both our partner and customer portals. The result: Cribl’s systems have seamlessly adapted and evolved as we’ve grown from 20 to almost 400 employees in nearly two years across multiple GTM functions. That has been fundamental to the success of running our sales process and our business at large.”
WHAT THEY NEEDED:
GRIN’s sole admin was overwhelmed by their complex, highly automated Salesforce org.
HOW WE SOLVD IT:
SOLVD streamlined automations, consolidated fields, and architected new business processes within Salesforce to improve daily operations and adapt to market needs.
SALESFORCE PRODUCTS USED:
Service Cloud, Customer 360 Platform, Experience Cloud, Revenue Cloud, PDO/AppExchange
SOLVD SERVICES:
Org Merge + Data Migration
Lloyd Evans – Salesforce Administrator at Grin
MY IMMEDIATE TEAM
“When I started at GRIN, I didn’t have any assistance managing an almost 400-user org. We brought SOLVD on board to help offload my work a bit. Since then, they’ve truly become an extension of GRIN and what I would call my immediate team. I appreciate the Technical and Personal aspects Devyn, Jonathan, and Parker bring to the table. It’s especially important to call out the amazing work our outsourced admin Devyn has been able to produce. I don’t know where I would be without these two!”
WHAT THEY NEEDED:
Riskonnect’s scattered systems and spreadsheets hampered sales/renewals, causing complexity, slow quoting, billing errors, potential revenue loss, and a manual renewal process.
HOW WE SOLVD IT:
Leveraging CPQ expertise, SOLVD built Riskonnect’s product bundles, automated their expansion/renewal pipeline, and migrated historical data into Salesforce, enabling streamlined quoting and contract management.
SALESFORCE PRODUCTS USED:
Sales Cloud, Service Cloud, Experience Cloud, CPQ
SOLVD SERVICES:
Product Implementation
Lisa Cantrell – Director of Sales Operations at Riskonnect
A TRUE STRATEGIC PARTNER
“SOLVD is a true strategic partner. They took the time to understand our business needs and objectives and lead us through an extremely successful implementation – all in an accelerated time- line. Through this implementation, we also gained knowledge of, and implemented best practices through the SOLVD team’s experience and recommendations. We look forward to partnering with this team again and again.”
WHAT THEY NEEDED:
A new Salesforce instance configured with Sales Cloud, Service Cloud, Pardot, Translation, and High-Velocity Sales, fully documented and integrated with their external database.
HOW WE SOLVD IT:
We streamlined Beyond Menu’s processes and improved data integrity by analyzing their needs and implementing appropriate Salesforce and third-party solutions, enabling better reporting and data-driven decisions.
SALESFORCE PRODUCTS USED:
MC Account Engagement, Service Cloud, Sales Cloud
SOLVD SERVICES:
Product Implementation
Danielle McHarris – Logo Sales Head at Beyond Menu
AMAZING TO WORK WITH
“They were amazing to work with! Highly recommend. Very organized and flexible. They met all our needs.”
WHAT THEY NEEDED:
A more efficient case management process with clearer progress visibility, simpler communication, and a user-friendly system for accurate data capture.
HOW WE SOLVD IT:
SOLVD used Omni Studio to automate workflows, improve visibility, streamline communication, and provided documentation to support a smooth transition.
SALESFORCE PRODUCTS USED:
AppBuilder, Platform, Process Automation, Security, Privacy, and Service Cloud
SOLVD SERVICES:
FSC Analysis & Design
Caleb Stinson – Director of Operations at Exencial Wealth
Deep Expertise
“We’ve had the pleasure of working with SOLVD, a consulting partner with deep expertise in Salesforce and industry-specific knowledge. They helped us rework our case architecture, resulting in a much more efficient architecture. They are open to newer technology something I haven’t found with other vendors. I will be using their services again.”
WHAT THEY NEEDED:
Financial Services Cloud, custom objects, Outlook integration, reporting, dashboards, campaigns, permissions, profiles, and data migration to a new org.
HOW WE SOLVD IT:
SOLVD implemented Financial Services Cloud, customized features, migrated data, and held weekly meetings with training to refine processes and ensure adoption.
SALESFORCE PRODUCTS USED:
Sales Cloud and Financial Services Cloud
SOLVD SERVICES:
Product Implementation
Chrislyn Castillo – Associate at Invision Capital
make all of our visions with Salesforce come to life
“We have loved working with Brady, he is able to make all of our visions with Salesforce come to life to make the most efficient and easy to use CRM.”
WHAT THEY NEEDED:
A modernized way to involve external parties, improve diligence visibility, simplify document uploads, and ensure secure, centralized file storage.
HOW WE SOLVD IT:
We designed and built a Partner Experience Cloud site with custom UI, permissions, and SharePoint integration, enabling visibility, automation, and secure file storage.
SALESFORCE PRODUCTS USED:
AppBuilder, Integration Services, JavaScript Designer, Platform, Process Automation, Security & Privacy, Sales Cloud, Partner Relationship Management
SOLVD SERVICES:
Product Implementation
Jeffery Kupski – Assistant Vice President at NYMT
On time and within budget
“We engaged SOLVD for a custom portal and file management system. From the start of project scoping, SOLVD was professional, concise, and highly knowledgeable about the Salesforce platform. We spent considerable time scoping the project so that the build process would run smoothly. By taking the time upfront, we were able to finish the project on time and within budget. Throughout the project, the SOLVD team kept us on task through an extensive project management tool. On our weekly calls, we were able to communicate the changes over the week and push the project forward. I cannot stress enough how highly I recommend SOLVD for any of our Salesforce projects.”
WHAT THEY NEEDED:
A custom portal and file management system with a well-scoped plan, smooth execution, and strong project management support.
HOW WE SOLVD IT:
SOLVD built a customized FSC org, implemented RIA accelerator features, and tailored objects and fields to align with business processes and data needs.
SALESFORCE PRODUCTS USED:
Financial Services Cloud
SOLVD SERVICES:
Product Implementation
Lukas Ng – Board of Directors at Finance Wisdom
Fit to Your Needs
“Use them. They scope accurately, they update you accurately, and they fit to your needs. We’re scoping out more engagements as we speak”
WHAT THEY NEEDED:
Managed Facility Solutions needed Sales Cloud setup for renewals, location tracking, and product/pricing migration to facilitate quoting and data processes.
HOW WE SOLVD IT:
SOLVD customized objects, built custom actions, and developed a quoting process to streamline data management, renewals, and quote generation in Salesforce.
SALESFORCE PRODUCTS USED:
Sales Cloud, Sales Cloud Einstein
SOLVD SERVICES:
Product Implementation
Valerie Durham – VP of Sales and Operations at MFS
Highly Recommend
“We hired SOLVD to create a custom solution within Salesforce for our team. The team was knowledgeable and led us through the process. There were times when our company didn’t know how to take the next step, but the SOLVD team was there to guide us using their experience and expertise. I highly recommend working with Brendan & Ben, they’re fantastic!”
As a fast-growing company, having a close partner like SOLVD has been key in allowing us to flex with the ebbs and flow of the business. They’ve been able to step in at the last minute, partner more closely when critical system issues arise, and have been extremely accommodating with resource allocation when we embark on complex projects – and so much more.”
WHAT THEY NEEDED:
Gutterglove needed sales visibility, forecasting, territory-based auto-assignment, and seamless data syncing with NetSuite and external systems for accurate reporting.
HOW WE SOLVD IT:
SOLVD configured Sales Cloud, automated processes, built dashboards, integrated NetSuite, enabled lead auto-assignment, ensured data integrity, and planned future enhancements.
SALESFORCE PRODUCTS USED:
Sales Cloud
SOLVD SERVICES:
Product Implementation
Dave Gentry – National Sales Operations Manager at Gutterglove
Instrumental in our successful launch
“The team at SOLVD has been instrumental in our successful launch of Salesforce to our national sales team and international customer support team. Ryan, in particular, has been extremely helpful applying his talent at translating and coordinating the needs of Sales leadership to overcome technical barriers within not only Salesforce but additional digital resources and internal and external stakeholders.”
WHAT THEY NEEDED:
Pathstream needed to merge B2B and B2C Salesforce orgs to reduce costs, streamline operations, and unify sales and service management.
HOW WE SOLVD IT:
SOLVD merged B2B into B2C, configured security, migrated data/users, optimized permissions, and ensured a smooth transition—completing the project under budget.
SALESFORCE PRODUCTS USED:
Sales Cloud, Service Cloud
SOLVD SERVICES:
Org Merge + Data Migration
Veronica Wong – Director of Operatons at Pathstream
Excellent
“From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!”
