The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. To create a unified sales workspace in Salesforce, they needed guidance to live where sellers work every day, with stage-by-stage coaching on Opportunities and simple setup for admins. 

In this case study, you’ll learn how we: 

• Delivered a Salesforce Sales Cloud sales enablement integration with real-time data sync  

• Built a managed package with configuration, schema, automations, reports, and dashboards  

• Created Salesforce LWC embedded sales tool development to show Opportunity sub-stages and manage settings  

• Supported Salesforce CRM content management integration for cleaner content and sales guidance access  
• Standardized data models and permissions to keep records clean and secure