PURIVO — Salesforce & ERP Integration for Mid-Market Companies

The work PURIVO did on our org is amazing, they have really given us visibility we never had and to get it in the past we had to sift through so many manually run reports from our ERP. This is no longer the reality, we have full 360 visibility.

I've worked with Purivo a number of times in the past and as always they go above and beyond. Love the team love the innovation. Most of all the collaboration during the build is what brings it all together

Purivo designed and built a comprehensive reporting suite on top of our Salesforce commission engine. The solution includes 12 custom reports, a multi-component executive dashboard, and two custom Lightning Web Components replicating our historical sales analysis format — including an Excel export function. The LWC dashboards give our team real-time visibility into broker commissions, sales by SKU, and customer performance. Exceptionally well built and delivered on time

Purivo built a custom Lightning Web Component that replicates our Historical Sales Analysis report in Salesforce. The solution displays a Customer to SKU hierarchy with 16 data columns, salesperson filtering, and a one-click Excel export using SheetJS. What previously required manual report generation in Excel is now available in real time directly in Salesforce. Clean, fast, and exactly what we needed

Purivo designed and built a complete Sample Request and Product Development Request system in Salesforce from scratch. The solution includes five custom objects, automated flows, multi-stage approval processes, and a dedicated Lightning app for our sample coordination team. Platform license constraints were handled elegantly through stamping flows, avoiding additional license costs. The system replaced a manual email-based process and gave our team full visibility into sample requests and product development iterations from initiation through approval.

Purivo built a custom branded invoice PDF solution directly within Salesforce using Visualforce and Apex. The invoice pulls live data from our ERP integration, handles CAD and USD currency display, and renders our company logo and branding exactly as required. What used to be a manual process is now a one-click generation from within Salesforce. Professional output, well architected, delivered cleanly

Purivo designed and built a custom commission management engine in Salesforce, integrating with our Sage 300 ERP. The solution automated our entire broker commission process including credit/debit note handling, multi-tier rules, and real-time reporting. Highly technical, delivered on time.