Project Name
Built a Salesforce AppExchange Product for an HR Technology Company: Automated Quote-to-Invoice-to-Payment
Our client is a leading background screening and HR technology company headquartered in Idaho, USA, serving thousands of companies across North America with fast, compliant, and customisable employee screening solutions. Their product portfolio covers criminal background checks, employment verification, education verification, motor vehicle records, drug testing, and identity verification, all delivered through a proprietary screening portal integrated directly into the hiring workflows of their employer clients.
The organisation relies on Salesforce Sales Cloud to manage their pipeline of employer accounts and opportunities, Service Cloud to handle client support cases, and a Salesforce AppExchange product to connect their background screening portal directly to each employer’s Salesforce environment.
Ksolves has been the company’s Salesforce development partner across all of these platform layers for seven years, with the partnership publicly recognised in the client’s own words on the Ksolves AppExchange listing.
A sales team building proposals in Excel with no CPQ, employer clients switching between two systems to order a background check, and reps logging calls by hand after every conversation across a platform that needed to work as a competitive product, not just an internal tool.
- Disconnected Sales Workflow & Manual Quoting: Background screening proposals were created in Excel with no dynamic pricing, automated discount approvals, or connection between quoting and invoicing.
- No Quote-to-Cash Automation: Quotes, invoices, and payments operated in separate systems, forcing manual invoice creation and payment tracking with no unified customer view in Salesforce.
- No Salesforce AppExchange Integration for Clients: Employer clients had to leave Salesforce, re-enter applicant data in a separate portal, and manually track screening results, creating friction and reducing platform adoption.
- Manual Call Logging & Limited Caller Context: Sales and support teams used a disconnected phone system, requiring manual call logging and providing no real-time customer context, call summaries, or recording visibility in Salesforce.
- No Client Self-Service Portal: Clients could not independently access reports, invoices, account information, or support services, driving unnecessary calls and emails for routine requests.
Ksolves, an AI-first Salesforce consulting services company, built and has continuously developed the client's Salesforce platform across four interconnected layers: the Salesforce AppExchange product for employer client integration, the custom CPQ model with invoice and payment automation, the Experience Cloud client portal, and the RingCentral CTI integration.
- Salesforce AppExchange Product: Ksolves developed and continues to enhance a Salesforce AppExchange application that enables employer clients to create background screening orders, map data fields, select screening packages, and receive completed reports directly within Salesforce through automated workflows.
- Custom CPQ Solution: Implemented a custom CPQ platform with dynamic pricing, package bundling, guided selling, discount approvals, and automated proposal generation, significantly reducing manual effort in the quoting process.
- Quote-to-Cash Automation: Connected quoting, invoicing, and payment tracking within Salesforce, enabling automated invoice generation, real-time payment visibility, and a seamless quote-to-cash workflow.
- Experience Cloud Portal: Built a self-service client portal allowing customers to track orders, access reports, review invoices, manage renewals, and submit support requests without relying on manual assistance.
- RingCentral CTI Integration: Integrated RingCentral with Salesforce to deliver click-to-dial, automated call logging, caller context, call summaries, and recording management, improving sales and support productivity.
Technology Stack
| Category | Technology |
|---|---|
| AppExchange | AppExchange |
| Platform | Salesforce Sales Cloud + Service Cloud |
| Commerce | Custom CPQ + Invoice + Payment Integration |
| Integration | RingCentral CTI Integration |
| Platform | Experience Cloud Partner Portal |
Seven years of compound platform value, an AppExchange product employers install in their own Salesforce orgs, a quote-to-cash workflow that runs itself, and a sales team making 25% more calls because manual logging is gone.
- AppExchange Product Adoption: Employer clients can initiate background checks directly from Salesforce, with automated field mapping and screening results synced back into their CRM, eliminating the need to switch between systems.
- Automated Quote-to-Cash Workflow: A custom CPQ solution generates quotes with dynamic pricing and approval-controlled discounts, while accepted quotes automatically create invoices and track payment status within Salesforce.
- RingCentral CTI Integration: Automated call logging saves 12 minutes per rep daily, click-to-dial reduces call setup time by 60%, and screen pop provides instant client context, helping increase outbound call volume by 25%.
- Experience Cloud Self-Service Portal: Clients can track orders, access reports, view invoice history, and submit support requests through a self-service portal, reducing routine support inquiries.
- 7-Year Strategic Partnership: Over seven years, Ksolves has continuously expanded and optimized the client's Salesforce ecosystem across AppExchange, CPQ, billing automation, Experience Cloud, and CTI integrations, driving long-term platform value.
What began as a need to streamline sales, client onboarding, and background screening operations evolved into a fully integrated Salesforce ecosystem. From AppExchange product development and CPQ automation to Experience Cloud and CTI integration, Ksolves helped eliminate operational silos and create a seamless experience for both employees and clients. Seven years later, the platform continues to deliver value through greater efficiency, stronger client engagement, and scalable growth. The engagement reflects Ksolves’ ability to move beyond implementation and serve as a long-term technology partner driving continuous business transformation.
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