Client Overview
A B2B SaaS company offering workflow automation software to mid-market customers across the UK and North America needed a certified Salesforce consulting partner to audit their current CRM setup and define a clear growth roadmap.
Their revenue team managed a pipeline of over 8,000 active opportunities in Sales Cloud, on a platform first implemented four years ago during a period of rapid growth.
The Challenge
Four years of growth had left the org with significant technical debt. Over 600 custom fields, 90 Apex triggers, and 40 Process Builder flows ran against the Opportunity object alone. Sales representatives reported daily slow page loads and unreliable automation.
The company had also grown from 40 to 220 sales reps, but the original Salesforce architecture was built for a much smaller team. Leadership wanted an honest assessment of the platform before committing to a full re-implementation.
The Solution
We ran a 4-week Salesforce audit and health check, reviewing metadata, declarative automation, Apex code coverage, and user adoption data across the org. Every piece of technical debt was documented with a risk rating and effort score, giving leadership a clear picture of what needed fixing and in what order.
We delivered a roadmap covering three main workstreams: consolidating duplicate fields, replacing legacy Process Builder flows with Flow, and refactoring Apex triggers using the trigger handler framework. A phased rollout plan was designed to keep active sales cycles uninterrupted throughout execution.
Our team supported the in-house Salesforce admins during delivery and enabled proper release management. The engagement closed with a governance framework to prevent technical debt from accumulating again as the team continues to grow.
The Impact
- Performance: Reduced Opportunity page load time by 60%, from 8 seconds to under 3 seconds.
- Automation reliability: Cut automation-related support tickets by 70% after the Flow consolidation.
- Scalability: Delivered a platform architecture ready to support 500+ sales reps without re-platforming.
