Twopir (2πr) Consulting

Twopir Consulting delivered a comprehensive Salesforce implementation that modernized our sales operations, streamlined field service management, and integrated QuickBooks for financial synchronization. They took the time to understand our fire protection business and built a scalable solution tailored to our processes. The project included Sales Cloud configuration, opportunity and product automation, structured discount approvals, and advanced proposal generation through PandaDoc significantly reducing manual work and improving proposal accuracy.They also implemented Field Service for work order management, enhanced technician scheduling, and improved operational visibility. Customer-facing digital forms were configured using Forms App and Survey Force, ensuring seamless data capture and compliance tracking. Today, we operate on a unified Salesforce ecosystem connecting Sales, Field Operations, Finance, and Customer Processes resulting in greater efficiency, transparency, and control across our organization.

I've worked with a lot of different third party developers over the years, and Twopir Consulting is excellent. In addition to being extremely capable from a technical perspective, they are great communicators. They don't hesitate to ask questions to confirm their understanding of the scope and seek input when my scope maybe missed certain details. They are also very thoughtful when playing a decision forward to identify potential unintended consequences. I used them to develop custom objects and roll-up summaries for tracking finished goods and WIP inventory, as well as forecasting and profitability analysis. I have also used them for certain UI enhancements and automating workflows. They are always very responsive and do thorough testing of their work.

Our engagement with Twopir Consulting was focused on optimizing our Salesforce environment and related systems, and the team delivered with precision. They supported us in cleaning and restructuring our data using DemandTool, which greatly improved accuracy and reporting across our CRM. Twopir also integrated Salesforce with our WordPress site, ensuring smooth handling of form submissions and member management. This gave us a more reliable way to track and engage with our community while keeping all records connected in Salesforce. To streamline sales and lead processes, the team implemented automations that reduced manual work and ensured leads were properly captured, nurtured, and tracked through the pipeline. They also configured Conga to generate invoices seamlessly and linked Gravity Forms into our workflow for better data capture. Additionally, they set up a coupon management process that gave us flexibility in managing promotions directly within our CRM. The result is a much more efficient, integrated system where sales, marketing, and operations are aligned. Twopir not only delivered on the technical execution but also guided us on best practices that will continue to benefit our teams long term.

We had a great time working with Twopir Consulting on a variety of projects due to a Salesforce merger between two different instances, including migrating Pardot from one instance to another, setting up Zapier and Meetmax with two instances to keep business operations running without a hitch, and refining our internal workflows. They were responsive, knowledgeable, and quick to action, especially whenever we ran into additional requests or unexpected bugs due to the complexities and complications with legacy workflows in our system. They understood our needs and worked closely with our team to ensure rollout was seamless and all aspects of migration and integration were accounted for -- even the ones we hadn't thought of. Would highly recommend Twopir Consulting for organizations looking for robust integration and migration solutions and implementations in a complex environment.

Twopir Consulting brought structure and clarity to our Pardot (Account Engagement) platform at a time when we were facing sync issues, limited tracking, and fragmented data. Their team conducted a comprehensive assessment and implemented targeted improvements that dramatically enhanced the reliability and performance of our Pardot instance. One of the standout contributions was the implementation of custom UTM tracking across Pardot forms and handlers, which gave us accurate insight into campaign attribution for the first time. They also addressed sync errors between Salesforce and Pardot, cleaned up stale visitor records, and helped us build segmented lists tailored to our campaign needs. Their understanding of Pardot’s capabilities — from automation rules to segmentation and data hygiene — was exceptional. The project was executed with professionalism, speed, and a strong focus on outcomes. Thanks to Twopir, our Pardot environment is now cleaner, more insightful, and a far stronger foundation for marketing automation

Twopir Consulting expertly unified our complex real estate operations including AML/KYC verification, inquiry management, contract lifecycle, and commission tracking into a single, integrated Salesforce and Propertybase platform. Their deep understanding of real estate CRM and UAE compliance enabled them to automate workflows, reduce manual errors, and streamline our end-to-end processes. The API-driven solution transformed previously fragmented systems into a cohesive environment where listings, financials, compliance, and client interactions are synchronized in real time. With role-based access for agents, finance, admin, and support teams, we’ve improved collaboration, enhanced data visibility, and accelerated decision-making. Twopir’s structured approach — from detailed design to seamless integration and enablement — has given us stronger operational control, faster client response times, and more efficient compliance monitoring. This transformation has been critical in driving both business performance and regulatory confidence.

wopir Consulting delivered a strategic and seamless Pardot (Marketing Cloud Account Engagement) implementation integrated with Salesforce. Their smart use of custom fields, flows, and selective sync logic ensured only qualified leads were pulled into Pardot — making our campaigns more focused and efficient. They developed branded email templates and Engagement Studio programs tailored to our workflows, helping us automate lead nurturing without losing the personal touch. This Pardot setup has significantly reduced manual effort, improved targeting, and aligned perfectly with our sales and marketing goals. Twopir’s expertise in Pardot and Salesforce, paired with their clear understanding of our business needs, made this transformation both smooth and impactful.

Twopir(2πr) Technology & Consulting has significantly transformed our event operations. As a premium executive conference organizer, precision, speed, and seamless communication are essential, and Twopir delivered exceptionally across the board. They customized Salesforce Sales Cloud to fit our complex multi-tier attendee model and integrated Meetmax using secure APIs, enabling real-time, reliable data synchronization. Their implementation of automated workflows, batch processing, validation rules, and a custom email relay eliminated manual tasks, accelerated onboarding, and ensured brand consistency throughout. With Custom Form driving our registration and communication processes, we now benefit from cleaner data, faster response times, and a unified view of sponsor and delegate engagement. Twopir’s deep expertise in both event logistics and Salesforce architecture has not only reduced support overhead but also empowered our team to focus on delivering world-class experiences for executive audiences.

As one of the largest real estate enterprises in the UAE, we needed a robust, scalable CRM solution to manage complex workflows across sales, admin, finance, and compliance. Twopir (2πr) Technology & Consulting delivered a deeply customized Salesforce and Propertybase implementation that unified our AML/KYC checks, inquiry handling, listing management, and end-to-end contract workflows into one seamless platform. Their expertise in Salesforce, combined with a strong understanding of the UAE’s real estate and regulatory landscape, allowed them to automate and centralize critical operations. From lead tracking to compliance tasks to contract approvals, everything is now faster, more transparent, and aligned with local regulations. Twopir’s team led by Gopal was proactive, collaborative, and technically precise throughout the engagement.

As a satellite broadband provider expanding across the Asia-Pacific, we needed a CRM system that could support both scale and precision. Twopir Consulting delivered a fully customized Salesforce Sales Cloud solution that streamlined our lead, account, and opportunity workflows. Their team also integrated Mailchimp and Box, enabling us to manage email campaigns and sales documents seamlessly within Salesforce.