Case study
- Strategy
- AI Automation
- Whitelabel
Forceryand White Bridge
How a Salesforce consultancy added delivery capacity without slowing implementation timelines
16-month retainer
Demo figures, not verified results.
+
automation workflows delivered
+
hours of manual work saved
%
faster implementation turnaround
%
fewer repetitive CRM tasks
+
client projects supported
concurrent implementations handled
Snapshot
- Partner
- Forcery, a Salesforce consulting partner and digital transformation agency
- Based in
- New York City
- Services used
- Salesforce Flow and CRM automation, lead scoring and routing, marketing automation, Pardot workflows, integrations, reporting, QA
- Partnership
- 16 months. Began with a Salesforce automation pilot and became an ongoing delivery retainer
The Partner
Forcery holds 25+ Salesforce certifications and works across implementation, Marketing Cloud, Account Engagement (Pardot), Flow, Apex, data migration and integrations. It was founded by Salesforce MVP Hall of Fame member Tigh Loughhead and works with real estate, financial services, technology and healthcare.
The Problem
Implementations, automations, integrations and managed services were growing.
- 01
More technical capacity was needed.
- 02
Timelines and QA had to stay on track.
The Partnership
A Salesforce automation pilot became a 16-month white-label retainer.
What We Delivered
- 01
Salesforce Flow automation
Flow builds for client implementations.
- 02
CRM workflow automation
CRM workflows alongside Flow.
- 03
Lead scoring and routing
Scoring and routing for new leads.
- 04
Marketing automation
Marketing automation support.
- 05
Pardot workflows
Account Engagement (Pardot) workflows.
- 06
Integrations and data sync
Integrations and sync between systems.
- 07
Reporting and dashboards
Reporting on the automated work.
- 08
QA and automation testing
Testing before release.
How We Worked Together
A fixed routine covered tasks, testing and reporting.
Team
Dedicated Salesforce automation team and a delivery lead
Daily contact
Slack
Workflow
Jira and a shared project workspace
Environment
Salesforce Sandbox
Quality control
Two-stage QA
Reporting
Weekly
Reviews
Bi-weekly technical and optimisation reviews
The Outcome
Over the retainer, White Bridge delivered 90+ workflows and saved 1,400+ hours.
- 36% faster implementation turnaround.
- 41% fewer repetitive CRM tasks.
- 20+ projects supported.
- 7 concurrent implementations handled.
The time saved went back to client implementation.
Capacity was added without slowing timelines or compromising QA. Over 16 months, White Bridge delivered 90+ workflows, saved 1,400+ hours, and supported 20+ projects.
