OneSolve: Pioneering Salesforce Solutions with Precision and Expertise

Great Partnership with OneSolve on Salesforce CPQ & Advanced Approvals Project

We brought OneSolve in to lead our Salesforce CPQ and Advanced Approvals implementation. Our quoting and approval process was manual and spreadsheet-driven, and it would not have scaled with our growth. OneSolve brought deep, practical CPQ and Advanced Approvals expertise. That showed in the design decisions and in how they handled integrations with NetSuite, Conga, and our revenue-recognition systems. Given the nuance and depth of knowledge the work required, we could not have done it successfully without them. They staffed the project well, combining business analysis, dedicated CPQ administration, and technical delivery, and stayed closely engaged through production deployment and the final push to launch. What stood out was their candor. They raised risks early, explained trade-offs clearly, and brought options when a proposed path would not work. We went live with our product catalog, approvals, and document generation and migrated active contracts without disrupting in-flight deals. We have continued working with OneSolve on the next phase.

Outstanding partner for our Salesforce org. Team provides reliable, expert support and handles our complex requests with impressive speed. They act as a seamless extension of our internal team, ensuring our Salesforce operations run smoothly.

We brought on OneSolve to help build account hierarchies for a Product-Led Sales business. We had hundreds of thousands of accounts, each representing a org/instance and no way to group related entities. OneSolve architected a solution which uses third-party data enrichment to identify corporate hierarchies and group these related accounts. As a result, we were able to optimize our named account coverage model, drive a land and expand motion, and better understand our customers.

We worked with OneSolve on a Sales Cloud implementation and data migration, and the experience was top-tier. They helped us streamline our entire sales process just in time for the New Year kickoff. What stood out most was their flexibility, they adapted to our organization's changes without missing a beat. The work product was concise, professional, and clearly built by a team that knows Salesforce inside and out. It’s rare to find a partner that is this easy to work with while maintaining such a high standard.

OneSolve was an incredible partner during our Service Cloud transformation. They guided us through complex cases and knowledge management redesigns with skill and care. Their team was knowledgeable, easy to work with, and committed to our success. We are thrilled with the results.

We worked with OneSolve to optimize our Service Cloud, and they delivered beyond expectations. Their team quickly identified gaps, streamlined workflows, and ensured we were leveraging Salesforce effectively. The project was completed on time, with a smooth go-live. Highly recommend them for their expertise and collaborative approach!

The OneSolve team exceeded expectations at every turn! Their responsiveness, clear communication, and genuine understanding of our needs resulted in a product that truly stands out. Their deep expertise allowed them to quickly assess our challenges and implement a solution design that met every business requirement, saving us valuable time and effort.