BH Technologies™ Case Study
Building and Integrating Salesforce into an Organization
Client Challenge
A national telecommunications provider was launching a new commercial line of business and required a scalable, enterprise-grade CRM solution to support customer engagement, sales operations and service delivery. Having selected Salesforce as their platform of choice, the client faced significant challenges in establishing the necessary technical and functional capabilities to operationalize the system.
The organization lacked internal Salesforce expertise and struggled with process inefficiencies that threatened to delay implementation. They required a trusted services partner to build, execute and operationalize their Salesforce delivery capability — with a focus on speed, accuracy and risk reduction.
Our Approach
We delivered a fully managed Salesforce enablement service, designed to accelerate platform adoption while embedding the operational rigor required for long-term success. Our approach focused on building a dedicated Salesforce delivery team, aligned to the client’s specific business needs and implementation roadmap.
Key components of our service included:
- End-to-end management of Salesforce delivery resources and workflows, ensuring alignment with the client’s evolving business objectives
- Development of structured processes and technical frameworks, enabling consistent delivery quality and eliminating operational risks
- Proactive quality assurance and continuous improvement, embedding checks and controls throughout the delivery lifecycle
- Ongoing Salesforce platform support, ensuring sustained success beyond initial implementation
By assuming full accountability for the delivery process, we allowed the client to focus on broader strategic priorities while maintaining confidence in the execution of their Salesforce initiative.
Value Delivered
Through our managed service, the client successfully established an enterprise-ready Salesforce capability, supporting both immediate implementation goals and future platform expansion. We delivered all critical functional and technical roles to support the program, accounting for 80% of their Salesforce delivery requirements.
Our ongoing partnership continues to drive value, with our dedicated Salesforce delivery team providing continuous support for platform enhancements and operational needs. This managed service model has enabled the client to accelerate time to value, reduce delivery risk and position their commercial business for sustained growth.
