The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. They want this guidance to live where sellers work every day. The goal is simple. Keep users in Salesforce, surface stage-by-stage coaching on Opportunities, and make setup easy for admins. 

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

• Integrated SalesGrid with Salesforce for real-time data sync 

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

• Built LWCs to show Opportunity sub-stages and to manage integration settings in Salesforce 

• Standardized data models and permissions to keep records clean and secure