Salesforce Consulting and Implementation
case study
aroma-360
aroma-360
Rebuilding governance, performance, and release discipline into a fast-growing fragrance and scent marketing company's Salesforce environment.
Rebuilding governance, performance, and release discipline into a fast-growing fragrance and scent marketing company's Salesforce environment.
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
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
01
A US-based fragrance and scent marketing company delivering luxury scenting solutions to hotels, retailers, and commercial spaces globally.
A US-based fragrance and scent marketing company delivering luxury scenting solutions to hotels, retailers, and commercial spaces globally.
About
About
Client: Aroma360
Client: Aroma360
Consumer Products / Fragrance
Consumer Products / Fragrance
United States
United States
Scope of work
Scope of work
Agile delivery process and Jira-based requirement tracking
Agile delivery process and Jira-based requirement tracking
DevOps infrastructure with GitHub and CI/CD
DevOps infrastructure with GitHub and CI/CD
Production support across Sales Cloud, Pardot, and Marketing Cloud
Production support across Sales Cloud, Pardot, and Marketing Cloud
Org cleanup, data governance, and release risk reduction
Org cleanup, data governance, and release risk reduction
Tech stack
Tech stack
Salesforce Sales Cloud
Salesforce Sales Cloud
Pardot
Pardot
Marketing Cloud
Marketing Cloud
Custom Development
Custom Development
Data Migration
Data Migration
Integration GitHub CI/CD Jira
Integration GitHub CI/CD Jira
background
02
Salesforce had grown without governance, and it was costing Aroma360 performance and confidence.
Salesforce had grown without governance, and it was costing Aroma360 performance and confidence.
Challenge
Challenge
Aroma360's Salesforce environment had grown without governance. System performance issues were affecting daily operations. Data integrity problems were undermining confidence in the CRM. Best practices had not been followed across testing, data management, or user management. Production was cluttered with unstructured data, test records, unused custom objects, fields, reports, and dashboards. The internal team had limited visibility into how the platform was actually structured or integrated. Every release carried risk because there was no DevOps process in place.
Aroma360's Salesforce environment had grown without governance. System performance issues were affecting daily operations. Data integrity problems were undermining confidence in the CRM. Best practices had not been followed across testing, data management, or user management. Production was cluttered with unstructured data, test records, unused custom objects, fields, reports, and dashboards. The internal team had limited visibility into how the platform was actually structured or integrated. Every release carried risk because there was no DevOps process in place.
Facing similar challenges in your Salesforce org? Book a 15-minute call
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Facing similar challenges in your Salesforce org? Book a 15-minute call
We'll tell you what's worth fixing first and what it takes to get there.
Book your session
the process
03
Approach
Approach
STEP
01
Established Agile delivery
Established Agile delivery
Implemented a structured Agile process for the Aroma360 team, set up Jira for requirement tracking and production issue management, and introduced daily scrum calls to improve coordination between the Sedin offshore team and Aroma360's internal stakeholders.
02
Delivered custom development and production support
Delivered custom development and production support
Built and maintained custom solutions across Sales Cloud, Pardot, and Marketing Cloud, with ongoing production support and offshore coverage aligned to EST business hours, available up to 12pm ET.
Built and maintained custom solutions across Sales Cloud, Pardot, and Marketing Cloud, with ongoing production support and offshore coverage aligned to EST business hours, available up to 12pm ET.
03
Built DevOps infrastructure
Built DevOps infrastructure
Enabled CI/CD pipelines using GitHub and established a structured development and deployment process that reduced release risk and gave the team visibility into what was going to production and when.
Enabled CI/CD pipelines using GitHub and established a structured development and deployment process that reduced release risk and gave the team visibility into what was going to production and when.
Results
04
From ungoverned growth to a stable, scalable platform
From ungoverned growth to a stable, scalable platform
+
Governed delivery process
Governed delivery process
Agile delivery process established with full Jira integration, giving the team a structured, predictable way to plan and ship work.
Agile delivery process established with full Jira integration, giving the team a structured, predictable way to plan and ship work.
+
Modern DevOps foundation
Modern DevOps foundation
DevOps infrastructure built using GitHub and CI/CD, creating a stable, governed development and deployment process.
DevOps infrastructure built using GitHub and CI/CD, creating a stable, governed development and deployment process.
+
Reliable ongoing support
Reliable ongoing support
Ongoing production support in place across Sales Cloud, Pardot, and Marketing Cloud, with offshore coverage aligned to EST business hours.
Ongoing production support in place across Sales Cloud, Pardot, and Marketing Cloud, with offshore coverage aligned to EST business hours.
+
Restored confidence
Restored confidence
Team confidence in the platform restored, with clear visibility into structure, releases, and risk.
Team confidence in the platform restored, with clear visibility into structure, releases, and risk.
The bottom line
Aroma360's Salesforce environment had grown without governance, leaving performance issues, data integrity problems, and release risk unchecked. There was no DevOps process, no structured delivery cadence, and limited visibility into how the platform was actually built. We introduced Agile delivery with Jira, built CI/CD pipelines on GitHub, and put ongoing production support in place across Sales Cloud, Pardot, and Marketing Cloud. The result was a governed, predictable release process and a platform the team could trust again.
Aroma360's Salesforce environment had grown without governance, leaving performance issues, data integrity problems, and release risk unchecked. There was no DevOps process, no structured delivery cadence, and limited visibility into how the platform was actually built. We introduced Agile delivery with Jira, built CI/CD pipelines on GitHub, and put ongoing production support in place across Sales Cloud, Pardot, and Marketing Cloud. The result was a governed, predictable release process and a platform the team could trust again.
Case Studies
06
Freatured projects
Freatured projects
Aroma360
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Salesforce Manual processes replaced with automated integrations, applicant verification, and e-signature workflows across a live Sales Cloud environment.
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