Concret.io - Certified SI, ISV & PDO | AppExchange Experts

Business Challenge We engaged Concretio to help solve a critical master data management challenge within our Salesforce Sales Cloud environment. As our business scaled, we faced increasing complexity in managing accounts, contacts, and leads across multiple data entry points—particularly from web forms and inbound channels. This resulted in duplicate records and fragmented data, making it difficult to establish a single source of truth. Our primary objective was to implement a scalable solution that could create and maintain “golden records” for both accounts and individuals. We needed a way to associate contacts and leads accurately to accounts using a consistent identifier, while also improving our ability to merge and manage duplicate records—especially for individuals entering the system multiple times through different touchpoints. Salesforce Products Utilized Concretio leveraged Salesforce Sales Cloud to design and implement a solution centered around a custom Nexus ID framework, effectively enabling an MDM-like capability within our Salesforce org. They enhanced Salesforce’s native lead and contact management, including duplicate detection and merge functionality, to ensure that records could be consolidated efficiently. This was particularly important on the lead and contact side, where multiple entries for the same individual are common. Their approach ensured that all records could be tied back to a single unique identifier, improving data integrity across the platform. Benefits and Outcomes Through Concretio’s implementation, we now have a much stronger foundation for data quality and governance within Salesforce. The introduction of the Nexus ID has enabled us to reliably associate contacts and leads to the correct accounts, significantly reducing duplication and improving overall data accuracy. This has also allowed our business teams to rely less on third-party data providers like ZoomInfo, as we now have an internally driven mechanism to ident

We hired Concret.io to build our Salesforce AppExchange managed package from the ground up, and they've been our engineering partner on it ever since. The original challenge was that we needed deep Salesforce platform expertise around Apex, Lightning Web Components, and managed packaging that our internal team didn't have. They took us from concept to a GA launch at Dreamforce and have continued as the technical backbone of the product. This past year the engagement shifted to maintenance, internationalization including Japanese localization, and Tier 3 support, and that transition was seamless. They also served as our go-to for technical architecture decisions when evaluating product enhancements and roadmap direction, bringing the kind of judgment where you could describe what you wanted to accomplish and trust the recommendation that came back. My tip would be to treat them like part of your team, not just a vendor. Get them into your planning conversations and communication channels, because the more product context they have, the better their technical decisions get.

Concret App has been a trusted strategic and technology partner, playing a pivotal role in helping us design, build, and launch our apps and AI agents on the Salesforce Marketplace. Their deep platform expertise, strong execution, and collaborative approach made them an invaluable extension of our team.

Fast and easy to work with. Dedicated staff!

Overall Experience: We’ve had a highly positive experience working with Concretio Apps. Their team consistently demonstrates strong technical expertise in Salesforce and a deep understanding of our business requirements. They’ve been responsive, reliable, and proactive in helping us solve complex problems and optimize our CRM processes. Quality of Work: The quality of deliverables has exceeded expectations. From custom development to system integration and support, every project was handled with precision, attention to detail, and a commitment to best practices. Communication & Collaboration: Communication has been smooth and transparent throughout our engagement. The team is quick to respond, open to feedback, and collaborative in their approach, which made the entire outsourcing experience seamless and efficient. Value for Money: The services provided represent excellent value. We were able to achieve significant improvements in workflow automation, data visibility, and user adoption at a cost that was well-justified by the results.

Great partner from strategizing to implementing. Highly recommended.

We are satisfied with the calibre of Salesforce developer professionals provided to work on our account.

The Concret.io team has demonstrated deep expertise in all popular Salesforce clouds. They guided us in building our AppExchange application in record time. Their quick response to our queries and effective resolution of all Salesforce-related issues have been invaluable. The team is highly collaborative and proactive, which has significantly enhanced our app's experience for our customers

Concret.io brought deep expertise and professionalism to our product development. They delivered a quality solution that met our requirements and even the new ones that emerged. Communication was always clear, and they kept us aligned every step of the way. Their flexibility in adapting to changes made the process smooth, and they were simply great to work with—collaborative, responsive, and genuinely invested in our success.

Concret.io has done an outstanding job in helping us fixing the issues in our manage package and get it approve from Salesforce.