About the partnership
For several years we have supported the ongoing enhancement, customization and maintenance of IntrigueMedia’s Salesforce ecosystem, which runs their internal operations, project management, client delivery, marketing automation and third-party integrations.
What we deliver
Architecture and automation
- Custom objects, fields, record types, page layouts, validation rules and business logic as requirements evolve.
- Salesforce Flows, Apex automation, scheduled jobs and event-driven processes that reduce manual effort.
- Diagnosis and resolution of Apex exceptions, asynchronous issues, record locking, governor limits and API compatibility.
Project management and service delivery
- Customization of the Mission Control project management solution: project and action creation, milestones, status, scoping, resource planning and automation.
- An improved end-to-end Upserve change-request process, from opportunity creation and scoping to stage-based notifications and automated tasks.
- Enhanced case management for web support, change requests and sticky cases, with escalation rules, ownership and notifications.
Marketing, leads and client communication
- Pardot (Marketing Cloud Account Engagement) support: form handlers, prospect sync, dynamic lists, autoresponders and campaign imports.
- Website forms, applications and lead capture flowing reliably into Salesforce.
- Better client satisfaction surveys, from submission handling to reporting and notifications.
- Notification logic for opportunities, cases, projects and surveys, fixing duplicates, missing alerts and routing.
Integrations and synchronization
- Integrations with external platforms including Aspire, covering lead sync, contact matching and stage-triggered data exchange.
- Resolution of Einstein Activity Capture, email, Mission Control and Google Calendar synchronization issues.
- Electronic signature workflows: agreement URLs, document delivery, signature status and exception handling.
People operations, security and data
- Employee holiday management: leave calculations, half days, allowances, approvals and Resource Planner sync.
- User access, permissions, field visibility and record access aligned with business needs.
- Data cleanup, bulk updates, field migrations and historical corrections across objects.
Business impact
- Streamlined project management and service-delivery workflows
- Less manual administration across scoping, actions, cases and HR operations
- More reliable integrations and synchronization with external systems
- Better visibility into projects, client requests and follow-ups
- More consistent lead capture, marketing automation, surveys and client communication
- A customized Salesforce environment that stays reliable and maintainable as the business evolves
Technology: Salesforce · Apex · Flow · Mission Control · Pardot / MCAE · Einstein Activity Capture · Aspire integration · E-signature · Experience Cloud
