Case Studies

Problems Solved. Results Delivered.

A closer look at engagements where complexity was the point. Each one reflects the depth of our certified Salesforce expertise and the care we bring to getting the hard details right.

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Real Engagements

Five Projects, Five Measurable Outcomes

Every case study is a proof point for what the right Salesforce expertise, applied properly, actually achieves.

Data Migration

Enterprise Legacy CRM to Salesforce Migration

Challenge

Complex, relationship-heavy data across 5 legacy CRM systems, mismatched field mappings, and dirty historical data.

Solution

iSyncSF-powered automated migration with custom transformation logic and a staged rollout.

Completed 60% faster than the original 15-week estimate. Zero data loss.

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AI Enablement

Sales Automation with Agentforce

Challenge

Sales team spending 4+ hours daily on manual lead scoring, opportunity research, and follow-up creation.

Solution

Custom Agentforce deployment with Einstein lead scoring, automated follow-up, and AI-generated call prep briefs.

35% increase in pipeline conversion in 90 days. 4 hours per rep per week reclaimed.

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CPQ

Salesforce CPQ for a High-Volume SaaS Business

Challenge

10,000+ SKU catalogue with tiered pricing and multi-currency quoting, taking 4+ hours per quote.

Solution

Full Salesforce CPQ implementation with custom pricing waterfalls, guided selling flow, and DocuSign integration.

Quote time cut from hours to minutes, with pricing correct by construction.

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Salesforce Implementation

Re-Architecting a Stalled Salesforce Implementation

Challenge

Financial services company had two earlier implementations that never landed, with poor adoption.

Solution

Structured assessment, root-cause architecture review, and a full rebuild with an adoption plan.

First successful go-live after two prior attempts. Platform adopted by 100% of the sales team.

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Org Consolidation

Consolidating Five Regional Orgs into One

Challenge

Five regional Salesforce orgs accumulated after acquisitions, with inconsistent data and duplicated processes.

Solution

Phased org merge using iSyncSF for data consolidation and Agentforce for post-merge automation.

Single unified org with full validation and rollback safety nets. Zero downtime during cutover.

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How to Engage Us

Three Ways to Work With H2TECH

Every engagement starts with the same discovery process, and the model just determines how we structure delivery and billing.

Fixed Scope

Fixed scope, fixed outcome. Best for defined implementations, migrations, and CPQ projects, with architecture sign-off up front, predictable cost and timeline.

Staff Augmentation

Certified talent embedded in your team, billed monthly. Scale up or down anytime: admins, developers, architects, CPQ consultants, and AI specialists.

Managed Service

Ongoing admin, development, and optimisation so your Salesforce org keeps improving after launch. Monthly retainer, named team, direct Slack access.

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Free 30-minute review with a certified Salesforce consultant. Typical response within 1 business day.

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