Case studies

What we deliver, concretely.

RevOps, program leadership, specialized clouds: a few engagements representative of our work. Clients anonymized, out of respect for their confidentiality.

Media · Media Cloud · Project recovery

Taking over a Media Cloud implementation
in a crisis of confidence

An international adtech player - taking over a migration project from Sales Cloud to Media Cloud. The goal: return to native Salesforce and restore confidence for both the project team and the users.

  • ✓
    Architecture audit & roadmapAudit of 3 Salesforce instances, a prioritized roadmap to regain control.
  • ✓
    Marketing Cloud NextDeployed in 1 month to replace 3 legacy CRMs.
  • ✓
    Scaling the platform internationallyFrom single-country to multi-BU / multi-currency.
  • ✓
    Native Revenue CloudReplacing a bespoke CPQ with the Revenue Cloud quoting engine.
  • ✓
    Media Cloud - Media Plan ManagementManaging media plans and online & offline inventory.
5 countries
coordinated multi-country rollout
+200
users - large-scale adoption
5 clouds
orchestrated in one program
Media · Media Cloud · Project leadership

PMO project leadership -
an international Media Cloud implementation

The context. An international media group running a large-scale Media Cloud implementation program - several countries, distributed teams, and governance in need of a reset.

What we did. The program's project leadership and PMO: reworking the program KPIs, steering in Jira and a "back to basics" approach - refocusing on the essentials, in close collaboration with the business and tech leaders.

Multi-country
international program
PMO
program leadership
KPIs
steering reworked
Jira
delivery governance
Field operations · Field Service

Home-services scale-up -
installation scheduling

The context. A home-services scale-up needed to industrialize the scheduling of its jobs: technician assignment, routes and zones, coordinated between head office and the field.

What we did. Structuring jobs on Salesforce Field Service: service territories, assignment rules between properties and zones, end-to-end automations. Dispatchers schedule with confidence, and technicians get the right work order at the right time.

Territories
structured by zone
Work rules
automated assignment
Mobile
technician in the field
Flow
end-to-end automations
Foodtech · RevOps & Audit

Overhauling the marketing & sales pipeline
for a foodtech player

The context. Two tools running in parallel - HubSpot on the marketing side, Salesforce on the sales side - and a pipeline leaking between them: misrouted leads, gut-feel prioritization, missed response times.

What we did. A business and functional audit of HubSpot and Salesforce, reworking the assignment rules, defining lead scoring and MQL scoring, scoping response-time SLAs, and a nurturing strategy to rework unconverted leads.

Audit
business & functional
Scoring
lead & MQL defined
SLAs
response times scoped
Nurturing
leads reworked
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