Case Study: Transforming Architecture Industry Processes using Bespoke Salesforce Solutions

Scaling Bespoke Sales & Operations with Salesforce

Industry: Architecture & Design

Region: South Asia

Use Case: Sales Automation, Bespoke CPQ, Inventory, and Field Service

🏗️ Background

A growing architectural solutions provider specializing in high-end materials for facades and interiors was working with leading architects and designers across the region. Their products—ranging from custom ceiling systems to decorative facades—were entirely made to order, requiring accurate quoting based on CAD drawings and highly configurable components.

The company served a diverse clientele of real estate developers, automobile brands, retail chains, and luxury hospitality groups.

🔍 The Challenge

As every order was unique, the estimation and quoting process was complex and manually intensive:

• Quotes required input from CAD drawings and multiple configuration options

• One person managed the entire quoting process, which took up to 3 days per request

• A previous Salesforce implementation had failed due to misalignment and lack of support

• Inventory, pricing, and field service operations were manual and disconnected from sales processes

“We couldn’t scale with manual quoting and fragmented systems. We knew we needed an end-to-end automation platform.”

— Customer Digital Transformation Lead

🛠️ The Solution

AlliedGeeks was brought in as a new Salesforce consulting partner to re-implement and extend the Salesforce platform to align with the business’s bespoke sales and delivery model.

✅ Sales Cloud Rebuild

• Redesigned to support a B2B2C three-party lead model: internal sales, architects, and end customers

• Automated lead routing by geography with manual override

• Architect accounts retained post-project for ongoing engagement and nurturing

  
  

📄 Offer & Quoting Automation

• Built a custom CPQ engine for product-level branching logic

• Integrated CAD drawing upload for quote precision

• Configured PandaDoc to generate branded quote documents within Salesforce

  
  

📦 Inventory Integration

• Developed a custom inventory module with visibility into raw and finished goods

• Offers now reflect real-time stock availability and delivery timelines

• Automated pricing logic and discount optimization based on business rules

  
  

🛠️ Project Execution & Field Service

• Digitized installer scheduling using pre-built Gantt charts

• Installer utilization tracked with visibility into location, availability, and work volume

• Field project milestones linked to cash flows and performance metrics

📈 Results

Metric	Before	After
Offer Turnaround	3 days	4 hours
Deal Throughput	–	+60% higher
Inventory Visibility	Manual	Integrated
Field Service Planning	Offline	Digital Gantt & Dashboards

“Now everything—sales, inventory, quoting, and field execution—happens inside Salesforce. That’s been a game changer.”

— Company Founder & CEO

🔧 Technology Stack

• Salesforce Sales Cloud

• Salesforce Platform (Flow, LWC)

• Salesforce CPQ (Bespoke)

• PandaDoc Integration

Ready to streamline your sales, quoting, and delivery with Salesforce?

At AlliedGeeks, we help product and service-driven businesses scale with custom Salesforce implementations tailored to your operating model.

Let’s explore how we can support your growth.