Real Estate
The Bogie Group
A full-service Salesforce platform for Marcus & Millichap's commercial real estate brokerage team, with property, calendar, and phone integrations.
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Real Estate
A full-service Salesforce platform for Marcus & Millichap's commercial real estate brokerage team, with property, calendar, and phone integrations.
View case study
Real Estate
A global real estate CRM connecting agents, listings, and transactions with workflow automation and real-time reporting.
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Government
A citizen reporting portal built for an Australian local government to track and resolve environmental service requests.
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ERP
An end-to-end ERP experience covering order, warehouse, supply chain, and manufacturing management for a certified Salesforce ISV.
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Professional Services
A tailored business solution for LNB Solutions spanning case management, financial operations, and workforce development.
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Project Management
A Jira-style project management experience built natively inside Salesforce, with bi-directional sync and executive reporting.
View case studyPractical guides on CRM, ERP, Salesforce automation, and connected business systems—updated as we publish.
CRM growth guideOct 23, 2026
Recognize the operational signals that a basic CRM is holding your business back, compare basic and scalable CRM capabilities, and plan a deliberate next step.
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Read guide ERP implementation guideA practical checklist for small-business ERP planning, from process owners and data readiness to go-live support and continuous improvement.
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Read guide ERP data migration guideMove from spreadsheet-dependent operations with a controlled plan for process design, data cleanup, validation, training, and rollout.
Read guide Warehouse systems guideUnderstand how ERP inventory management differs from warehouse execution software and how to assess the right fit for your operation.
Read guide Salesforce and ERP integration guideA practical guide to defining Salesforce-to-ERP workflows, system ownership, integration patterns, security, testing, and ongoing support.
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