Many organizations believe that a Salesforce implementation is complete once the platform is up and running, but ongoing growth often depends on unlocking even greater value from these powerful tools. At SOLVD.cloud, we regularly see businesses thriving yet sensing untapped potential within their existing Salesforce and Account Engagement (formerly Pardot) environments. This case study explores how a professional services firm partnered with us—not to resolve a crisis, but to level up their operations and set a foundation for sustainable growth.
Our client, a professional services company, operates in a highly regulated, relationship-driven industry, providing retirement plan design, administration, and fiduciary services to businesses and municipalities. Their consultants juggle multiple complex, compliance-sensitive engagements, where operational consistency isn’t optional—it’s a professional requirement.
Even with Salesforce Sales Cloud and Account Engagement in place, their leadership knew they weren’t maximizing the platform’s capabilities. Three main pain points surfaced:
This engagement was structured as outsourced admin support—working as an extension of the client’s team, continuously assessing needs, and implementing improvements.
We refined the process for identifying new leads and automated the capture of website activity, feeding this directly into targeted email nurture flows. Now, prospects showing real interest online are nurtured automatically, streamlining marketing efforts and improving lead quality—no manual intervention required.
Renewals represent pivotal moments in client relationships. We introduced automated workflows that keep the team aligned and proactive, triggering timely follow-ups and ensuring critical tasks never fall through the cracks as the client’s book of business expands.
To empower consultants, we delivered custom dashboards and reports. Each consultant now enjoys instant, real-time insight into their active projects—where each stands, required actions, and overall portfolio health—enabling them to focus on what matters most rather than hunting for information.
A core part of our success was maintaining clear communication and functioning as true advisors, keeping the client informed, transparent on hours, and continuously suggesting new ways to optimize the platform. This advisory relationship, especially important in outsourced admin models, ensures ongoing, compounding improvements.
The cumulative impact was significant:
For many organizations on Salesforce, the difference between status quo and sustainable, accelerated growth is closer than they realize. Maximizing your technology investment isn’t just about fixing what’s broken—but about pursuing continuous optimization with the right expertise.
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!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
Start Automating Today
