Salesforce Revenue Intelligence & OAuth Integration
Implemented secure OAuth architecture enabling real-time Salesforce data extraction and scalable onboarding
One Connected Platform for Sales, Operations, and Service for a Trading Company in Manila
A single Salesforce platform bringing the full sales lifecycle, equipment maintenance tracking, and business process automation together for an industrial cooling equipment trading and distribution company.
Discuss Your Use Case →Case Study Highlight
Industrial Equipment Trading and Distribution Company in Manila, The Philippines
A trading and distribution company specializing in industrial cooling equipment, including cooling towers, chillers, condensers, and evaporators, serving commercial and industrial clients. To protect the client's confidentiality, the company name and logo have been withheld from this case study.
Product
Business Impact
Single Platform for Sales, Operations & Service
Brought sales, operations, and service teams onto one connected Salesforce platform.
Reduced Manual Processes
Automated processes that were previously manual, freeing up team time for higher-value work.
Improved Visibility
Greater visibility across orders, assets, and approvals for better-informed decisions.
Faster Quote-to-Order Cycle
Streamlined the path from quote to order, accelerating customer response times.
Enhanced Operational Efficiency & Customer Experience
Improved day-to-day operations while delivering a smoother experience for customers.
Project Features & Highlights
End-to-End CRM & Order Management
- Streamlined the complete sales lifecycle from Lead → Opportunity → Quote → Order → Customer Support using Salesforce standard objects.
Automated Quote & Order Generation
- Enabled one-click generation of professional PDF quotes and orders, reducing manual effort and accelerating customer response times.
Equipment Maintenance & Asset Tracking
- Built a centralized solution to manage equipment such as cooling towers, chillers, condensers, and evaporators, including maintenance schedules, service history, and meter/reading tracking.
Business Process Automation
- Digitized consignment and travel request processes with automated approvals, notifications, and status tracking, improving operational efficiency.
Intelligent Approval & Notification Workflows
- Implemented multi-level approval workflows with automated email notifications, ensuring governance, faster decision-making, and improved compliance.
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Challenges
- Manual and inconsistent OAuth configuration across environments
- Fragmented Salesforce API integrations creating data inconsistencies
- Lack of standardized deployment model for customer onboarding
- Limited visibility into integration performance and API governance
Solutions
- OAuth 2.0: Authorization Code flow with automated token handling
- 2GP Package: Scalable managed package deployment
- ECA Setup: Secure callback-based authentication
- Security: Scope-based access and credential management
