Case Studies

12 real client engagements with named companies, impact metrics, documented deliverables, and verified reviews. Every one of these shipped.

12+
Projects Delivered
2,500+
Hours Logged
5.0★
Avg Client Rating
3
Countries Served
🏗
Frantz Arty / Technology Risk Consulting LLC
Technology / Risk Consulting · USA
In Progress
Enterprise Salesforce Architecture & .NET Integration
Client: Frantz Arty / Technology Risk Consulting LLC (USA)
⏲
1,900+ Hours delivered
📅
12+ Months ongoing
📄
50+ Docs produced
✅
100% Satisfaction
Our largest and longest engagement — a full-time Salesforce architecture role involving deep technical assessments of complex existing implementations, comprehensive system documentation for technical and non-technical stakeholders, .NET application integration with Salesforce, and ongoing architectural guidance on security, scalability, CI/CD, and data management.
Key Deliverables
Complete Salesforce architecture documentation & dependency mapping
.NET ↔ Salesforce integration design and implementation
CI/CD pipeline setup and DevOps workflow guidance
Security architecture review and scalability recommendations
Ongoing architectural consulting and code reviews
Salesforce ArchitectureApex.NET / C#REST APIsCI/CDDocumentation
💸
Jerry Hopkins / BCG
Fintech / MCA Lending · USA
In Progress
MCA Salesforce Overhaul & CallTools Integration
Client: Jerry Hopkins / BCG (USA)
⚡
35 Hrs/week active
📈
53% Faster lead routing
🔒
24hr Auto-reassignment
🚀
6+ Campaign sources
Comprehensive Salesforce audit, cleanup, and automation for a Merchant Cash Advance brokerage. Built a dummy-proof sales funnel where reps log in and immediately know who to call — no hunting, no confusion. High-intent lead routing, round-robin assignment with auto-reassignment, webhook campaign intake, and CallTools integration.
Key Deliverables
Full org audit — removed redundant fields, simplified page layouts
High-intent lead funnel with speed-to-contact prioritization
Round-robin assignment + 24-hour inactivity auto-reassignment
CallTools webhook integration — call/SMS/email history sync
Webhook/API campaign intake with source tagging
Renewal opportunity surfacing — separated from cold outbound
Sales CloudApexFlowsWebhooksCallToolsMCA / Fintech
🏚
Brandon Gorman, EVP / JLL Canada
Commercial Real Estate · Canada
In Progress
S-Docs Listing Activity Report — 75+ Listings
Client: Brandon Gorman, EVP / JLL Canada (Canada)
📈
75+ Listings deployed
📄
100% Automated KPIs
⏱
1-click PDF generation
📋
0 Manual data entry
Institutional-quality S-Docs HTML template replacing manual Excel listing reports. Landscape PDF with automated KPI strips (New Conversations, Active Inquiries, Tours, Proposals/LOIs), auto-sorted inquiry tables with NEW tags and dead-inquiry muting, conditional Executive Summary fields, and one-click PDF generation from Deal records.
Key Deliverables
KPI dashboard — 5 automated metrics with conditional logic
Auto-sorted inquiry table with NEW tags and visual dead-muting
Tour table from Events (Property Tour type, last 30 days)
Conditional Deals Completed KPI for multi-space properties
Quick Action button for one-click generation from Deal records
S-DocsHTML/CSSSOQLPDF GenerationManaged PackageCRE
💬
Martin Perez Sanabria / InCompany
Service Cloud / Customer Service · Costa Rica
Completed
WhatsApp + Omni-Channel Integration
Client: Martin Perez Sanabria / InCompany (Costa Rica)
⚡
100% Routing accuracy
🔒
0 Duplicate sessions
👥
2-tier Agent routing
★
5.0 Client rating
Extended Salesforce’s WhatsApp Messaging architecture from Leads to Contacts — a capability Salesforce doesn’t natively support. Built outbound template messaging with Meta WhatsApp, inbound routing via Omni-Channel with custom “preferred agent” logic, and session management preventing duplicate conversations.
Key Deliverables
Contact-level Quick Action with phone validation & Messaging User linking
Dynamic Meta WhatsApp template selection UI
Custom Omni-Channel routing — preferred agent first, queue fallback
Session management — reuse, duplicate prevention, transcript continuity
★★★★★ 5.0
Akshay did a great job in the first place, and he was always there very attentive and aware of any issues to help.
Martin Perez Sanabria, InCompany
Service CloudWhatsApp / MetaOmni-ChannelApexFlow
🔄
Martin Perez Sanabria / InCompany
DevOps / Project Management · Costa Rica
Completed
Salesforce ↔ Jira Bi-Directional Sync
Client: Martin Perez Sanabria / InCompany (Costa Rica)
⚡
100% Sync automation
🕒
Real-time Updates
🛠
0 Manual intervention
★
5.0 Client rating
Automated the reverse sync between Salesforce and Jira — when User Stories are updated in Jira (status, assignee, due date, sprint, custom fields), corresponding Salesforce records update automatically without manual intervention via the Jira Connector API.
Key Deliverables
Bi-directional sync automation — Jira → Salesforce
Status, assignee, due date, sprint field mapping
Jira Connector API configuration and webhook setup
Error handling and retry logic for failed syncs
★★★★★ 5.0
Akshay did a great job in the first place, and he was always there very attentive and aware of any issues to help.
Martin Perez Sanabria, InCompany
Jira IntegrationAPI AutomationBi-Directional SyncWebhooks
💰
John Francis / WealthVest
Financial Services / Wealth Management · USA
Completed
Custom Financial Subsystem — Apex Development
Client: John Francis / WealthVest (USA)
⏲
200+ Hours delivered
💻
Above avg Complexity
🚀
Crunch Delivery mode
★
5.0 Client rating
Backfilled a senior Apex developer role on a complex custom financial subsystem during crunch time. Above-average complexity system requiring deep Apex expertise — triggers, batch processing, complex business logic, and custom automation for financial workflows.
Key Deliverables
Complex Apex development — triggers, batch, queueable jobs
Financial workflow automation and business logic
Integration with existing subsystem architecture
Production-grade code with full test coverage
ApexBatch ProcessingTriggersFinancial Services
💻
Mark Crawford / CloudROI
CRM Consulting · USA
Completed
Senior Salesforce Developer — Cross-Functional
Client: Mark Crawford / CloudROI (USA)
⏲
365+ Hours delivered
👥
Team Mentorship
🛠
Full-stack SF Development
★
4.3 Client rating
Long-term senior developer engagement — cross-functional collaboration, custom solution design, Apex/LWC/Visualforce development, REST/SOAP API integrations, code reviews, and mentorship for junior developers. Full-time EST overlap.
Key Deliverables
Custom solution design and architecture
Apex, LWC, and Visualforce development
REST/SOAP API integrations with external systems
Code reviews and junior developer mentorship
★★★★ 4.3
CielRoi handled complex data integration challenges with ease. Attention to detail and proactive communication made the entire process smooth and successful.
Mark Crawford, CloudROI
ApexLWCVisualforceREST/SOAP APIsCode Reviews
🔃
Shua Levenberg / AirClient
SaaS / Technology · USA
In Progress
Salesforce Account Migration
Client: Shua Levenberg / AirClient (USA)
⏲
48+ Hours invested
🔒
100% Data integrity
🛠
Custom Object handling
📈
Zero Data loss
Migrating accounts from a packaged original account structure where standard export methods don’t apply. Custom object handling, dependency management, and data integrity preservation throughout the complex migration process.
Key Deliverables
Custom migration strategy for non-standard package structure
Dependency analysis and migration sequencing
Data integrity validation and reconciliation
Post-migration verification and cleanup
Data MigrationCustom ObjectsData IntegritySalesforce Admin
🏨
David Julia, CTO
Hospitality / SaaS · USA
In Progress
Delphi (Amadeus Hospitality) — Sandbox Setup
Client: David Julia, CTO (USA)
🔒
Secure Sandbox env
🛠
OAuth Configured
👥
Admin Guided through
✅
Non-prod Testing ready
Setting up a Salesforce development sandbox for SaaS integration with Delphi (Amadeus Hospitality), a managed package used by major hotel chains (Marriott, Hilton, Hyatt). Sandbox provisioning, production data seeding, OAuth/API configuration, and guiding a non-technical Salesforce admin through the process.
Key Deliverables
Sandbox type assessment based on edition and license availability
Sandbox Setup Pre-Call Guide for non-technical admin
OAuth and Connected App reconfiguration for sandbox
Production data subset seeding with dependency-aware loading
Sandbox ManagementAmadeus DelphiOAuth / APIManaged PackagesHospitality
📅
Elyse Daniels / Elyse Daniels Pty Ltd
Field Service / Professional Services · Australia
Completed
Salesforce Scheduler — Field Service Lightning
Client: Elyse Daniels / Elyse Daniels Pty Ltd (Australia)
⚡
2-day Delivery
★
5.0 Client rating
🛠
FSL Configured
✅
100% Setup complete
Rapid setup and configuration of the Salesforce Scheduler add-on within a Field Service Lightning environment. Client needed the scheduling tool operational urgently — delivered within days, not weeks.
Key Deliverables
Salesforce Scheduler add-on configuration
Field Service Lightning environment setup
Service territory and resource configuration
End-to-end testing and validation
★★★★★ 5.0
Working with CielRoi Technosoft has been a game-changer for our business. Their understanding of Salesforce and commitment to our success helped us achieve exceptional results.
Elyse Daniels, Elyse Daniels Pty Ltd
Field Service LightningSalesforce SchedulerConfigurationRapid Delivery
🏢
Joshua Harmon Sr. / HREC Investment Advisors
Commercial Real Estate (Hospitality) · USA
In Progress
Sales Cloud + CRM Operations — Hospitality CRE
Client: Joshua Harmon Sr. / HREC Investment Advisors (USA)
📈
Full Pipeline visibility
👥
Team HubSpot setup
🛠
2 CRMs integrated
✅
Active Ongoing support
Ongoing Salesforce specialist engagement for a hospitality-focused commercial real estate brokerage. Managing Buildout + Salesforce integration, Sales Cloud pipeline (BOV tracking, listing conversion funnels, territory scorecards), broker activity reporting, and full HubSpot CRM setup for the broader team.
Key Deliverables
Sales Cloud pipeline — BOV tracking, listing funnels, territory scorecards
Buildout CRM + Salesforce integration management
HubSpot setup — pipelines, templates, sequences, dashboards
Broker activity reporting and automation
Team onboarding and training
Sales CloudBuildout CRMHubSpotDashboardsCommercial Real Estate
⚙
Arsalan Khan / REVO LOGICS PTY LTD
Financial Services · Australia
Completed
OmniStudio Case Management — Financial Services
Client: Arsalan Khan / REVO LOGICS PTY LTD (Australia)
🛠
OmniStudio Full suite
🔄
Auto Case routing
👥
Brand Filtering logic
✅
100% Delivered
OmniStudio-based case management enhancements for an Australian financial services client. Built OmniScript-driven guided processes for member identification, branch-based case routing with owner auto-assignment, brand-specific filtering for dynamic branch display, and RecordType-specific picklist value loading.
Key Deliverables
OmniScript — Member Identification with field dependency
Branch-based owner auto-assignment logic on save
Brand-based filtering for dynamic branch name display
RecordType-specific picklist value loading research & implementation
OmniStudioOmniScriptFlexCardsDataRaptorsCase Management

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