Case Studies

Real projects, real results

Every project started with a conversation — not a spec doc. Here's what we built after we listened.

Manufacturing
Commission IQ

Commission IQ: born from years of solving real commission problems

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. Configurable to any commission structure — because we've seen enough of them to know no two companies do it the same way.

Years
Of real-world refinement
Any
Commission structure
Real-time
Dashboards & reporting
Salesforce Apex LWC ERP Integration Reports & Dashboards
SEND
Manufacturing
Invoice IQ

Automated branded invoicing and AR management for a mid-market manufacturer

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.

Zero
Manual data entry
Auto
Delivery & reminders
AR
Case management
Salesforce Visualforce Apex Service Cloud ERP Integration
ERP CRM
Manufacturing
ERP-CRM Integration

Connecting ERP to Salesforce for a company with 3 disconnected systems

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. Nobody had the full picture.

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.

1
Source of truth
Bi-dir
Data sync
Real-time
Inventory visibility
Salesforce ERP Integration API Development Reports & Dashboards
v1 v2 v3
Manufacturing
Product IQ

Building a product development tracker for an R&D team drowning in email

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 for ingredients and raw materials, approval workflows, sample tracking, recipe versioning, and full visibility for sales from concept to launch.

Full
Pipeline visibility
Custom
Data model
R&D → Sales
Cross-team collaboration
Salesforce Custom Objects Approval Processes Flow Automation LWC
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hello@purivo.ca · Toronto / GTA