Vertical-agnostic lead purchasing and management platform to replace a legacy platform. Designed to use Force.com as a multi-tenant environment, platform clients have access to a variety of tools and analytics for purchasing leads, tracking their vendors, evaluating quality and other metrics, and contacting/curating Leads. Real-time analytics that can be heavily customized to slice and dice raw data for integration in actual business decisions. Sophisticated rules engine to specify Lead format and content criteria and reject vendor-submitted Leads failing criteria. Built-in one-click CTI for contacting Leads, activity tracking, per-customer customizable Lead status tracking. Third party real-time export of Lead information via email or HTTP.
Salesforce System Architecture
Large-scale Salesforce implementations. These typically leverage Force.com / Salesforce.com as more of a general platform than strictly a CRM, and build from there.
Sophisticated inventory management system allowing employees to list products and attach images with a drag and drop interface as they inventory a new shipment. Use of a Salesforce Site/Community to expose listed equipment ready for sale directly to customers in a public-facing, custom website. Stored all original images and thumbnails on Amazon cloud to keep data costs low, integrated with Product records and public website. Tracked customer inquiries and interest and created relationships to individual products.
Salesforce Custom Development
Our bread and butter, Salesforce dev projects running from a few hours for simple Apex/Visualforce work to much more complex customizations, integrations, and scratch builds.
A daily import of ~100,000 LDAP records from a third-party system into Salesforce using Heroku as a liaison between the systems.
Bi-directional integration between a Salesforce instance and Atlassian JIRA that preserves relationships two tables unique to each system as well as allowing either system to be the source of truth for specific fields.
An application submission and curation system using an email-to-salesforce listener to receive application documents and attach them to applications. Custom code to support application status tracking and to expose completed applications to third party systems for download.
Substantial Apex customization of a Salesforce org to integrate it with internal systems built by the customer. Heavy relationship cascading using triggers with an event-driven model. Custom hands-off Lead Conversion process tied to external system.
Daily imports of financial data records, complex analytics to offer useful metrics to users in order to facilitate business decisions and planning.
Custom Product record bundler using Apex/Visualforce to make it easy to create bundles and add them to Quotes and Opportunities.
Service Cloud Console implementation that heavily customized the console to integrate with CTI with divisions between record groupings for a company offering customer support services for a variety of customers. Depending on the organization related to a specific call, agents would answer the phone appropriately and have their record searches and relationships filtered based on customer.
Web Platforms & Architectures
Sprawling technical architectures spanning many technologies and business elements.
An M2M technology platform connecting remote devices around the globe. Designed and implemented a dynamic, device-agnostic XML protocol for low-level communications between microcontrollers w/ GSM modems and a central server. Designed server and database architectures as system backbone. Layered ExtJS web application on top to allow users to observe database and control individual devices in realtime using HTML5 websockets.
Designed and implemented server and web app frontend for a global M2M network supporting vending machines that allowed for price and inventory configuration, diagnostic troubleshooting, online credit card and loyalty card payment processing, and on-device card reader payments.
These projects have a bit more meat on the bones; in addition to a basic site there are one or more integrations with other systems, or a heavy customization or scratch build.
A dynamic, modular frontend UI for a complex web architecture. Built using HTML5 websockets and ExtJS this web app connects users to remote devices around the world and allows them to be monitored and manipulated in real-time (<250ms).
A digital ecommerce platform for a company selling detailed research on China markets to US investors. The platform offers membership-based and one-off purchases of digital content and files, with immediate delivery upon purchase.
An ecommerce platform offering a variety of products.