Odoo ERP Implementation & Consulting Partner

Salesforce Consulting and Implementation

case study

Manual errors on listing sites. Slow applicant verification. No e-signatures. We fixed all three.

Connecting a property investment fund's Salesforce environment to the platforms, verification tools, and e-signature workflows its business actually runs on.

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

Overview

An Australia-based provider of facility management and technical services, operating across commercial, industrial, and infrastructure sectors.

About

Client: BSA

Industry: Facility Management

Location: Australia

Scope of work

Custom estimation and budgeting engine

Omni-Channel case routing and workflow automation

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Salesforce data cleanup and storage optimization

Validation, governance and process automation

Tech stack

Salesforce Sales Cloud

Amazon S3

Frankie One

Conga Salesforce Signature Pad

Custom development

Jira

background

BSA needed to move on three fronts at once, with a team that could keep pace on Australian time.

Challenge

BSA needed to move on three fronts simultaneously and needed a team that could coordinate directly with both their IT and business stakeholders daily, despite operating from a different timezone.

Field Service Lightning needed to be implemented from scratch. Their Sales and Service Cloud environments needed optimization. And a DevOps process needed to be stood up to give the team a structured, reliable path for ongoing development and deployment. None of these could wait for the others.

BSA needed to move on three fronts simultaneously and needed a team that could coordinate directly with both their IT and business stakeholders daily, despite operating from a different timezone.

Running multiple Salesforce workstreams without the internal resources to manage them? Book a 15-minute call

We'll tell you how we'd structure the delivery. Book your session

Book your session

Facing similar challenges in your Salesforce org? Book a 15-minute call

We'll tell you how we'd structure the delivery. Book your session

Book your session

the process

Approach

STEP

Implemented Field Service Lightning

Designed and delivered a full FSL implementation, configured for BSA's field operations, connected to their Service Cloud environment, and built for the workflows their field teams use.

Built and delivered across LWC and Aura

Design and development across Lightning Web Components and Aura Framework, extending both Sales Cloud and Service Cloud with custom functionality specific to BSA's operational requirements.

Stood up DevOps infrastructure

CI/CD pipeline built and enabled using GitHub, ANT, and Bitbucket, with development and deployment processes structured for reliability, reducing release risk and giving BSA's internal team visibility and control over what goes to production.

Managed data migration and deployment

Data migration planning and execution, with production deployment support throughout the engagement, all coordinated with BSA's IT and business teams through daily touchpoints.

Delivered on Australian time

Full offshore delivery aligned to Australian business hours, available and accountable during BSA's working day.

Results

Three workstreams, delivered in parallel, without missing a beat

Field Service Lightning, live

Field Service Lightning fully implemented and live, built around BSA's actual field operations.

Modern DevOps foundation

CI/CD and DevOps pipeline built using GitHub, ANT, and Bitbucket, giving BSA a structured, reliable release process.

Extended Sales and Service Cloud

LWC and Aura development delivered across Sales and Service Cloud, adding custom functionality specific to BSA's operations.

Clean data, smooth deployment

Data migration and production deployment completed with daily coordination maintained with BSA's IT and business teams throughout.

Delivery in your timezone

Full delivery from offshore, aligned to Australian timezone, available and accountable during BSA's working day.

The bottom line

BSA needed three complex Salesforce workstreams moving at once, Field Service Lightning, Sales and Service Cloud optimization, and a DevOps foundation, with a team that could coordinate daily with both IT and business stakeholders despite the timezone gap.

We delivered all three in parallel: a full FSL implementation, LWC and Aura development across Sales and Service Cloud, and a CI/CD pipeline built on GitHub, ANT, and Bitbucket, backed by data migration and deployment support and daily coordination, fully aligned to BSA's Australian working day.

Managing a complex Salesforce workload without the internal team to deliver it?

We operate as an extension of your team: certified, accountable, and available in your timezone.

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Case Studies

Freatured projects

Aroma360

A fragmented org with performance issues and no DevOps process, rebuilt for stability, adoption, and sustainable growth.

Consumer Products

BSA

Field Service Lightning implementation, full DevOps enablement, and Sales and Service Cloud optimization delivered offshore across the Australian timezone.

Field Services

CFMG Capital

Salesforce Manual processes replaced with automated integrations, applicant verification, and e-signature workflows across a live Sales Cloud environment.

Financial Services

Better the Best.

SedCloud CRM,

A Division of Sedin Technologies

Better the Best.

SedCloud CRM,

A Division of Sedin Technologies

UAE

Singapore

USA

Canada

India

Australia

Salesforce

Odoo

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