Project Name
Multi-Integration Salesforce Ecosystem Stabilised With Dedicated Managed Services
A leading global cybersecurity certification provider operating across 20+ countries ran Salesforce as its single source of truth for sales and revenue – connecting SalesLoft, HubSpot, ConnectWise, ZoomInfo, and Insycle with no dedicated engineer to manage them. Sync failures went undetected, automation degraded on deprecated platforms, and HubSpot was corrupting pipeline attribution. The company needed API integration depth, Flow expertise, and US time zone availability without a full-time hire. Applying its AI-First approach, Ksolves proposed a dedicated managed services engagement delivering 20-40 hours per week of structured Salesforce support, backed by a Technical Project Manager and a strategic Agentforce roadmap.
- No Dedicated Salesforce Engineer: No permanent developer meant accumulated technical debt, deferred automation improvements, unmonitored API sync failures, and ad-hoc support with no continuity or institutional knowledge.
- Five-Platform Ecosystem With No Monitoring: SalesLoft, HubSpot, ConnectWise, ZoomInfo, and Insycle all integrated bidirectionally with Salesforce - sync health monitoring, error log reviews, and field mapping audits were not being performed.
- Legacy Automation on Deprecated Platforms: BDR assignment, pipeline triggers, and lead routing ran on Workflow Rules and Process Builder - both being retired by Salesforce - creating technical debt and growing automation failure risk.
- HubSpot Sync Corrupting Pipeline Data: Bidirectional sync failures caused inaccurate lead scoring, broken campaign attribution, and misaligned account and contact data - undermining revenue team confidence in Salesforce as a reliable source of truth.
- No Agentforce Evaluation or AI Roadmap: No Agentforce implementation and no AI enablement plan, leaving a significant opportunity to automate sales development, case routing, and workflow intelligence entirely uncaptured.
- US Time Zone Overlap Non-Negotiable: The company required 2-4 hours of daily US business hours coverage for a production-critical system, with no in-house resource to provide it.
Ksolves deployed a dedicated senior Salesforce developer as the primary engineering point of contact, backed by a Technical Project Manager for oversight. The engagement runs as a T&M model at 20-40 hours per week across 2-week Agile sprints with daily async updates and weekly status calls.
- Dedicated Salesforce Developer: Senior developer managing all day-to-day development, configuration, API monitoring, automation, and Agentforce evaluation - with guaranteed 2-4 hours of daily CST/CDT overlap for real-time collaboration.
- API Integration Monitoring: Proactive monitoring across SalesLoft, HubSpot, ConnectWise, ZoomInfo, and Insycle - covering sync health, error logs, field mapping audits, API limits, and SLA-backed failure resolution.
- HubSpot Remediation and Governance: Bidirectional sync audited and fixed - field mappings corrected, lead scoring and campaign attribution restored, and a governance model established for all future HubSpot-Salesforce changes.
- Salesforce Flow Modernisation: All Workflow Rules and Process Builder automations inventoried and migrated to modern Flow architecture - BDR assignment, pipeline triggers, and lead routing rebuilt for Agentforce compatibility.
- Agentforce Phased Roadmap: Capability assessment produced a phased roadmap identifying the SDR agent, pipeline scoring agent, and case routing agent as the highest-impact Phase 1 use cases.
- Agile Delivery and Documentation: 2-week sprints with full documentation - solution design, integration specs, admin runbooks, and recorded knowledge transfer sessions delivered throughout.
Technology Stack
| Category | Tehnology |
|---|---|
| Platform | Salesforce Sales Cloud + Service Cloud |
| Integration | SalesLoft |
| Integration | HubSpot + ZoomInfo |
| Integration | ConnectWise + Insycle |
| Automation | Salesforce Flow + Apex/LWC |
| AI/ML | Agentforce (Roadmap) |
- Salesforce Ecosystem Stabilised: A dedicated developer providing 20-40 hours per week proactively monitors all five API integrations, resolves sync failures before business impact, and improves automation quality - at a fraction of the cost of a full-time hire.
- HubSpot Sync and Pipeline Attribution Restored: Integration audited and remediated - field mappings corrected, campaign attribution restored, and a governance model implemented for all future HubSpot-Salesforce field changes.
- Legacy Automation Migrated to Salesforce Flow: All priority Workflow Rules and Process Builder automations migrated to modern Flow architecture - reducing technical debt and establishing the foundation for Agentforce enablement.
- Agentforce Roadmap Scoped and Sequenced: Phased enablement roadmap delivered, identifying the SDR agent, pipeline scoring agent, and case routing agent as Phase 1 use cases with data model and Flow prerequisites sequenced.
- US Time Zone Alignment Guaranteed: 2-4 hours of daily CST/CDT overlap with async updates outside those hours ensures real-time engineering support during business-critical periods - no US-based full-time hire required.
A global cybersecurity SaaS company running a production Salesforce environment across five integrated platforms with no dedicated engineering resource was stabilised and modernised through Ksolves’ Salesforce managed services. A dedicated developer providing 20-40 hours per week now proactively monitors all API integrations, resolves sync failures before business impact, and has migrated legacy automation to modern Salesforce Flow – while an Agentforce phased roadmap positions the company to activate autonomous sales development and pipeline intelligence. All delivered at $25-28 USD per hour with guaranteed US time zone overlap and full Agile governance – without the cost or risk of a full-time in-house hire.
Salesforce Ecosystem Running on Ad-Hoc Support With No Proactive Monitoring or Agentforce Roadmap?
