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Explore real-world success stories where Twopir Consulting helped organizations reduce manual work, improve operational visibility, automate business processes, and create seamless customer experiences using Salesforce and connected technologies. Each case study highlights practical solutions, strategic implementation, and measurable business impact.
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Showing 9 of 37 case studies
Integration Salesforce and MYOB Development
Get your MYOB Account right connected with Salesforce and save valuable time by automating your workflow. Eliminated manual data entry and created a seamless bi-directional sync between platforms.
Festival Organizer Festival Operations With Salesforce Integration
Twopir Consulting streamlined Festival Operations with Salesforce, boosting productivity, accelerating contracts, and improving event workflows from ticketing to vendor management.
FinTech firm Salesforce CPQ and Multi-Tool Integrations
Twopir optimised sales operations for a FinTech firm, driving 35% pipeline growth using Salesforce CPQ, Outreach, and Apollo.io — creating a unified revenue engine across teams.
Telecom Salesforce for Telecommunication Excellence
Enhanced Telecommunication operations with Salesforce, automating 5G SIM management and boosting efficiency and customer satisfaction across service delivery workflows.
Legal Tech Mitratech CaseCloud – Legal Matter Management in Salesforce
Centralised matter management, billing, and document workflows inside Salesforce. Configured to match how the firm actually works — not how the default template assumes you do.
Manufacturing Salesforce CPQ Implementation for Manufacturing
Automated complex product configuration and pricing rules for a mid-market manufacturer. Reduced quote turnaround from 3 days to under 2 hours and eliminated pricing errors.
Supply Chain Salesforce CRM for Supply Chain Operations
Rebuilt Salesforce CRM for a national supply chain company, unifying logistics, inventory tracking, and customer service into one platform — reducing operational delays by 40%.
Healthcare Salesforce Health Cloud for Patient Journey Automation
Automated patient onboarding, care coordination, and follow-up workflows for a healthcare provider. Reduced manual touchpoints by 60% and improved patient satisfaction scores significantly.
AI SAAS HubSpot From Blind Trials to Revenue Intelligence — One Event Framework
AI-driven SaaS platform running a 14-day free trial had no structured way to track what users actually did — or why some converted and most didn't.
Salesforce Next Best Action Salesforce Einstein Next Best Action (NBA) - a real-time decisioning engine
Salesforce Einstein Next Best Action (NBA) delivers real-time, personalized recommendations on Salesforce records, helping users take the most effective next step through business rules, data insights, and AI
PDF Butler on Salesforce One-Click & Automated PDF Generation
PDF Butler is a fast Salesforce document generation tool that creates, customizes, and automates documents such as quotes, invoices, and contracts directly within Salesforce, using an easy Word-based setup.
Gravity Forms on Salesforce Automated Opportunity Creation from Gravity Forms
A growth-stage SaaS company capturing 200–300 leads/month eliminated all manual Salesforce data entry by integrating Gravity Forms with Salesforce via Zapier — enabling real-time Opportunity creation, automatic Account & Contact deduplication, and full error handling in just 5 business days.
Manufacturing Salesforce CRM for Manufacturing
Deployed a tailored Salesforce CRM solution for a manufacturing business, connecting sales, service, and operations to drive efficiency, reduce cycle times, and deliver full pipeline visibility across the organisation.
AI / Automation AI Image & Text Extraction Automation
Built an AI-powered pipeline to automatically extract structured data from images and documents directly within Salesforce — eliminating manual data entry and accelerating processing for high-volume document workflows.
Integration Gravity Form, Zapier and Salesforce Integration
Connected Gravity Forms to Salesforce via Zapier to enable seamless, real-time lead capture and data sync. Eliminated manual imports, ensured deduplication logic, and reduced lead response time from days to seconds.
Events Salesforce & MeetMax Event Registration Integration
Integrated Salesforce with MeetMax to synchronise event registration data, attendee records, and meeting schedules in real time — giving event teams a single source of truth and eliminating double-handling of data.
E-Commerce Salesforce, Klaviyo & QuickBooks Integration for E-Commerce
Unified a multi-platform e-commerce stack by connecting Salesforce, Klaviyo, and QuickBooks — enabling automated order-to-cash flows, personalised marketing triggers, and real-time financial reconciliation without manual intervention.
Salesforce Salesforce Before & After Image Comparison Tool
Built a custom Salesforce Lightning component enabling field teams to capture, store, and compare before-and-after images directly on records — improving quality control, audit trails, and client reporting without leaving Salesforce.
Document Automation Document Generation Automation with WebMerge
Integrated WebMerge with Salesforce to automate the generation of proposals, contracts, and onboarding packs directly from CRM data — cutting document turnaround from hours to seconds and eliminating formatting errors.
Property Salesforce Property Inventory Management
Built a centralised property inventory system within Salesforce for a real estate business, enabling live tracking of listings, availability status, and ownership history — replacing fragmented spreadsheets with a fully automated CRM workflow.
Property XML Feed Generation for Property Listings
Automated the generation and distribution of XML property listing feeds from Salesforce to multiple real estate portals — ensuring listings are published instantly, consistently formatted, and always up-to-date across all syndication channels.
HubSpot Monday.com to HubSpot Integration & Sync
Built a bidirectional sync between Monday.com and HubSpot, allowing project and deal data to flow in real time between platforms — giving sales and operations teams a unified view without context-switching or manual updates.
Integration Google Drive & Salesforce Integration
Integrated Google Drive with Salesforce to automatically create, organise, and link Drive folders to CRM records — enabling teams to access, share, and manage documents directly from Salesforce without switching tools.
Document Automation PandaDoc & Salesforce Integration
Connected PandaDoc with Salesforce to streamline proposal and contract generation directly from CRM records. Enabled one-click document creation, eSignature tracking, and automatic status updates — reducing sales cycle time and manual admin.
Data & Analytics Scalable BigQuery Data Foundation & CoreSignal Enrichment
Built a scalable BigQuery data foundation for a mid-sized asset management company, integrating CoreSignal enrichment to create a high-quality, analytics-ready data layer — enabling smarter investment decisions and eliminating fragmented reporting.
CRM Guide Expert CRM Guide — Updated May 2026
A comprehensive, practitioner-level CRM guide covering Salesforce and HubSpot implementation best practices, architecture decisions, automation frameworks, and the latest AI-driven CRM capabilities — updated for 2026.
Legal Tech Accounting Seed Legal Billing Automation
Automated legal billing workflows inside Salesforce using Accounting Seed — connecting matter management, time tracking, and invoicing into a single seamless process that eliminated manual billing cycles and reduced billing errors.
AI / Salesforce Salesforce GPT Email & Attachment Automation
Leveraged GPT within Salesforce to automatically parse inbound emails and attachments, extract key data fields, and populate CRM records — transforming high-volume email processing from a manual task into a fully automated, intelligent workflow.
Legal / Finance Accounting Seed & Salesforce Integration
Integrated Accounting Seed with Salesforce to unify financial and CRM data — enabling automated invoice generation, payment tracking, and real-time financial reporting directly from Salesforce records.
Transportation Salesforce for Transportation & Hospitality
Implemented Salesforce across a transportation and hospitality business to unify booking management, customer communications, and fleet operations — delivering end-to-end visibility and enabling service teams to resolve issues faster.
Legal Salesforce for Law Firms
Configured Salesforce as a full practice management platform for law firms — covering client intake, matter tracking, billing, document management, and client communications in one compliant, connected environment.
Nonprofit · NPSP Salesforce NPSP — From Broken Data to a Clean, Automated Foundation
Twopir rebuilt a US nonprofit's Salesforce NPSP data model from the ground up, automated donor workflows with Flow, and resolved every bulk import failure through structured cleaning and validation — achieving a 100% data import success rate.
Manufacturing · LWC Real-Time Machine Monitoring with Salesforce LWC
Built a colour-coded Salesforce Lightning Web Component dashboard giving manufacturing engineers real-time machine health visibility — moving beyond manual monitoring with instant alerts and a single centralised view of asset status.
Events · Integration Streamline Operations with Salesforce–MeetMax Integration
Helped a 250-person North American executive forum eliminate manual data silos with a Salesforce–MeetMax integration — delivering real-time sync of attendee records and meeting schedules with zero duplicate records.
Events / Festival Festival Operations Automation & Salesforce Integrations
Twopir Consulting streamlined festival operations with Salesforce — automating workflows, accelerating contracts, and improving event management from ticketing to vendor coordination for higher productivity across the board.
Legal · Finance QuickBooks + Salesforce Legal Trust Accounting Automation
Helped a US personal injury law firm cut accounting workload by 45% using Salesforce-to-QuickBooks automation — delivering 40% faster case-to-cash and 100% audit trail coverage across legal trust accounting.
Legal · Finance Salesforce Advologix, AWS & QuickBooks for PI Law
Helped a US personal injury law firm cut manual legal workloads by 40% and accounting effort by 45% using Salesforce Advologix, AWS, and QuickBooks — unifying matter management with automated finance workflows.
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