Case Studies

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client. Salesforce Community Cloud – Force.com Project – Customer & Partner Community Industry – Social Platform Client – Mid-size start-up with large user base expectations Our Features What Girikon Implemented Key highlights and features 1 Interactive social platform to connect individuals and businesses through reward-based interactions. 2 Partners use the social platform to exhibit their diverse types of product & coupons, customers are able to make purchase through point based reward system. 3 The application was built using lightening components with custom UI theme, that was provided by the customer 4 Salesforce chatter API has been used for social feeds, blogs, interactive forums and ad management. 5 The portal supports different roles for the Partners & their staff members. 6 A wallet system has been developed for both, the customers & the partners. Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Girikon successfully configured, enhanced and implemented Salesforce Sales Cloud for its client. Salesforce Sales Cloud – Force.com Project – Sales & Ops Process Automation Industry – AV & Lighting Services Client – Mid-sized AV & Lighting advocate & partner in ministry, education and business, USA (50+ SF Users) Our Features What Girikon Implemented Key highlights and features 1 End-to-end automation of all the business processes on the Salesforce Platform including Sales, Engineering & Operations 2 Sales Processes – Work Agreement, Project Scope Definition, Sales Quotation 3 Engineering Processes – Sales-Engineering Kick Off, Engineering 4 Operations – Procurement, Engineering-Operations Kick Off, Operations 5 Invoicing, Closure & After-Sales – Job Costing, Post Closeout Meeting, Delivery Receipt, Contact List, Incident Report, CoSC Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Large Multinational with 14 offices across 10 countries and 1500+ employees leading developer of custom-engineered and application-specific products and solutions utilizing the latest technologies, needed to automate its Quote processes on the Salesforce platform. The existing quote process was managed using Excel Sheets, which was found to be labor intensive and prone to errors due to the lack of standardization. The Features Key Highlights and Features Automation of the complex Quoting processes on the Salesforce platform, previously managed with using Excel spreadsheets which was found to be cumbersome. Cost calculation logic from multiple excel sheets were merged into one view in Salesforce. Price rules, Product rules, Discount Schedule and Calculator API were also used. Custom solution to maintain cost summary with multiple future inflations in one screen designed. Our Approach What Girikon Implemented Girikon discovered through a series of workshop with the client that there was a heavy reliance on Excel sheets. For the client Excel provided the flexibility required to deal with the large number of products, discount, price logic and ability to copy line items as required. The existing practices lacked standardization is an un- reliable process and was error prone. Girikon found that business required the existing flexibility with a common system to ensure consistency of data and process. Girikon performed analysis on the various integrations with the view of making effective changes to maximize the client’s investment. Girikon team of Salesforce Consultants designed and developed a customized Salesforce CPQ to enable the flexibility and ensure the business adopted to the new Quotation process. Girikon’s management of the product and cost data each with individual identification had to manage the data to ensure business continuity and adoption of the users. Technology Stack Products Used Salesforce Sales cloud Salesforce CPQ Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation The Client, a large USA-based Healthcare Staffing firm with 800+ Salesforce users, was looking to strengthen its staffing business by replacing a generic, one-size-fits-all cloud-based application — bloated with redundant features — with a custom-fitted, highly automated Salesforce CRM ecosystem tailored precisely to their operational workflows. The Challenge Fragmented Systems, Missed Opportunities The sheer enormity of the existing application — driven by several redundant, unused features — was failing to meet user experience expectations. End users demanded more automated ways of achieving business goals, but complex multi-screen navigation was actively lowering adoption rates and negatively impacting revenue. Compounding this, the organisation had several critical domain-specific integrations that needed to be rationalised and modernised to support efficient operations at scale. Our Approach What Girikon Implemented Girikon’s Salesforce Consultants conducted a series of structured discovery workshops to document the “as-is” business processes, identify redundant features, and isolate the must-have, frequently-used feature set. This foundation informed the design of a much simpler, easy-to-use, and highly automated Sales Cloud-based solution covering staffing orders, pay negotiations, order closures, and financial accounting. Complex third-party integrations were architected and delivered across multiple fronts — including automated order entries from multiple websites via GetFyre, tax and per-diem benefit calculations (GSA & Paymycheck.info), customised Web-to-Lead conversions, and accounting and taxation feeds via QuickBooks. Automated professional document creation using SDocs, combined with DocuSign for e-signatures, streamlined credentialing and hospital submissions. Runtime bulk notifications and complex State-based minimum wage and burden compliance calculations were also implemented. Intuitive public portals were built using Community Cloud Lightning to create a staff-facing interface that eliminated paper-based forms and reduced administrative overhead. Automated resume parsing for qualifications, domain skills, and work history further accelerated the recruitment cycle. Technology Stack Products Used Sales Cloud Community Cloud Lightning Pardot Integrations: QuickBooks, DocuSign, GetFyre, SDocs, GSA & Paymycheck.info Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI. Better adoption rates & seamless integrations across all connected platforms Efficient workflows with faster order closures and reduced manual intervention Better candidate profiling and super-quick submissions to hospitals Automated paycheck calculations including per diem meal, lodging, and tax compliance Integrated, far-reaching marketing campaigns via Pardot to attract more clinicians Enhanced business performance with reduced recurring monthly licensing costs of the legacy system A scalable platform architecture that supports future growth and ongoing enhancements Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Large manufacturing organisation (1000+ Salesforce users) has a requirement to automate sales opportunities, revenue forecasts and planning using the Salesforce platform with the objective to transform their current process from spreadsheet input to Sales cloud. Technology Stack Products Used Salesforce Sales cloud Salesforce CPQ Our Approach The Girikon Team Solution Approach Girikon’s team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes. The plan included a carefully executed change management plan with the objective to ensure buy-in to the Salesforce platform and ensuring that the client’s team were onboard throughout the journey. The Implementation plan included the following: 1 Extensive training schedule 2 Early visibility of data with the newly developed forecast modules 3 Working collaboratively with the team to understand requirements and “as is” processes and Designing/developing a solution well suited the client’s needs The Features Key Highlights and Features Custom solution for IHS (automobile industry forecast data provider) data upload Long- and short-range forecasting based on the overall market projections Revenue and margin calculations for opportunities based on Build, Take Ratio and Sales Price Complex Reports and Dashboards for senior management Mark Luethe, North America Sales Manager ITW Global Tyre Repair provided the following testimonial: “Girikon has been able to take Salesforce and customize it to meet our needs. I would recommend them for future projects!” Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Girikon’s Team of Salesforce Consultants lead the implementation of the significant process improvement project working patiently with stakeholders to reach agreements and outcomes. Salesforce Sales Cloud – Force.com Project – Sales & Manufacturing Forecasting Industry – Manufacturing (Tyre) Client – Large Multinational Our Features Key Highlights and Features 1 Custom solution for IHS (automobile industry forecast data provider) data upload 2 Long range & short range forecasting based on the overall market projections 3 Revenue & Margin calculations for opportunities based on Build, Take Ratio and Sales Price 4 Complex Reports & Dashboards for senior management Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation Girikon’s team of Salesforce Consultants conducted a series of discovery workshops to understand the current application, as is business processes and recommended a series of changes including the a list of redundant features not meeting user expectations. Salesforce Sales Cloud – Force.com Project – Custom Solution for Healthcare Staffing Management Industry – Healthcare Staffing Client – Large Healthcare Staffing Firm in USA (800+ SF users) Our Features Key Highlights and Features 1 Extremely tailor-fit solution, automated & data intensive solution for simplified recruitment process [GetFyre integration] 2 Complex Integrations and Calculation intensive business Logic, Runtime backend bulk notifications 3 Automated, complex, document creation using SDocs for very professional presentation to Hospitals. Docusign & Quickbooks Integration 4 Automated paycheck calculations (including Per diem Meal, Lodging & Tax) for Orders. Complex State based burdens/Min Wage rule compliance and calculations [GSA & Paymycheck.info integrations] 5 Automated Resume Parsing for Qualifications, Domain skills, Work History details etc. [Rchilly Integration] Request a Complimentary Consultation Talk to a certified Salesforce partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our Salesforce Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations