Every project started with a conversation — not a spec doc. Here's what we built after we listened.
Commission IQ didn't start as a product — it started as a pattern. After years of seeing companies struggle with the same commission headaches — spreadsheet chaos, missed payments, multi-currency nightmares, broker disputes — we built a solution that handles it all inside Salesforce.
Today, Commission IQ is a proven, battle-tested commission engine. Product or service-based calculations, 2-3 level splits, multi-currency with automatic conversion, credit and debit note handling, and real-time dashboards that give leadership full visibility.
The client's finance team was manually creating invoices by copying data from their ERP into Word documents — a slow, error-prone process that delayed collections and frustrated customers.
We built Invoice IQ — branded PDF invoices generated automatically from live ERP data inside Salesforce, with automated delivery to customers, payment reminders, and a Service Cloud case queue so the AR team can field questions without leaving the platform.
Sales, finance, and operations were all working from separate data sources. The ERP held inventory and invoicing, the CRM held customer relationships, and a stack of spreadsheets held everything in between.
We sat with each team to understand their daily workflows, then designed an integration architecture that syncs inventory catalogs, customer records, invoices, and credit notes bidirectionally between ERP and Salesforce. One source of truth, no more copy-pasting.
New product development was managed through email chains and shared drives. Nobody knew what was in the pipeline, what stage each project was at, or which products were ready for sales to start pitching.
We built Product IQ — a custom Salesforce application for end-to-end product development tracking. Iteration management, approval workflows, sample tracking, recipe versioning, and full visibility for sales from concept to launch.
A national trailer leasing company was running its business across disconnected systems — reservations tracked in spreadsheets, fleet condition recorded on paper, AR managed outside the CRM, and no single view of a customer across sales, operations, and finance. At 30,000 trailers and 20+ locations, the cracks were showing.
We designed and delivered a unified Salesforce platform covering the entire business: lease and reservation management with DocuSign integration, real-time fleet tracking including reefer and heater unit monitoring, AR with certificate of insurance management, 15+ case types, work order scheduling, parts and inventory visibility, and a full ERP integration.