Case study
- Strategy
- AI Automation
- Whitelabel
CRM Commandand White Bridge
How a Salesforce consultancy freed specialist time and took on more client projects
15-month retainer
Published with CRM Command's approval.
+
workflows automated
+
hours saved
%
faster project turnaround
%
less repetitive CRM work
client projects supported
concurrent implementations supported
Snapshot
- Partner
- CRM Command, a Salesforce consulting partner
- Based in
- Boulder, Colorado
- Services used
- Salesforce workflow automation, lead and opportunity routing, data updates, process automation, reporting automation, data cleanup, QA and testing
- Partnership
- 15 months. Began with a small automation pilot and became an ongoing delivery retainer
The Partner
CRM Command covers assessments, optimisation, implementation, training, data management and fractional admin, billed hourly with no minimums. The aim is simple Salesforce solutions so teams focus on customers, not the CRM.
The Problem
The consultancy needed extra Salesforce capacity. Manual processes were using specialist time.
- 01
More delivery capacity was needed.
- 02
Less specialist time should sit in repetitive configuration.
The Partnership
A small automation pilot became a 15-month white-label retainer.
What We Delivered
- 01
Workflow automation
Salesforce workflows for client projects.
- 02
Lead and opportunity routing
Routing for leads and opportunities.
- 03
Automated data updates
Updates that no longer needed a specialist.
- 04
CRM process automation
Process automation inside Salesforce.
- 05
Reporting and dashboards
Automated reporting.
- 06
Data cleanup and sync
Cleanup and sync work.
- 07
Salesforce QA and testing
Checks before changes went live.
How We Worked Together
A fixed routine covered tasks, testing and reporting.
Team
Dedicated Salesforce automation team and a delivery lead
Daily contact
Slack
Task management
Jira
Build environment
Salesforce Sandbox
Quality control
Two-stage QA
Reporting
Weekly progress
Reviews
Bi-weekly optimisation
The Outcome
Over the retainer, White Bridge automated 85+ workflows and saved 1,200+ hours.
- 32% faster turnaround.
- 40% less repetitive CRM work.
- 18 projects supported.
- 6 concurrent implementations supported.
The hours saved went back to client-facing work.
White Bridge gave us the delivery capacity to take on more Salesforce work without compromising the quality of our implementations.
CRM Command keeps Salesforce simple. The repetitive build was handed off. Over 15 months, White Bridge automated 85+ workflows, saved 1,200+ hours, and supported 18 projects.
