Related case study
At ideaHelix, we don’t follow trends — we set them. With deep industry expertise and a future-ready mindset, we turn complexity into opportunity. Our team brings hands-on experience across multiple industries, blending strategy, execution, innovation, and real-world insight.
We deliver scalable solutions that drive results. With deep industry expertise and a future-ready mindset, we turn complexity into opportunity. Our team brings hands-on experience across industries, blending strategy, execution, innovation, and real-world insight.
OUR EXPERTISE
Revenue Cloud
Modernizing product-to-cash for faster sales and greater agility.
We help businesses modernize their quote-to-cash processes—from simplifying legacy CPQ setups to migrating seamlessly to Revenue Cloud Advanced. The result? Faster sales cycles, fewer errors, and improved agility.
- Streamline product-to-cash
- Simplify CPQ complexity to accelerate sales
- Migrate from Salesforce CPQ to Revenue Cloud Advanced
OUR EXPERTISE
Salesforce Industries
Built for scale, powered by expertise.
Deep industry expertise across Communications, Media, Energy & Utilities, Hi-Tech, Manufacturing, Insurance, Health. We address performance issues, streamline complex product catalogs, redesign order flows, and automate complex migrations to Salesforce core.
- Improving performance, reliability and scalability
- Product catalog simplification and order flow redesign
- Managed package to core platform migration
OUR EXPERTISE
Agentforce & AI
Intelligent automation to supercharge agents and enhance CX.
We deploy Agentforce agents tailored to your industry—automating sales, quoting, and service operations while enhancing both agent productivity and customer experience.
- Industry-specific AI agents built on Salesforce
- Automation across sales, service, and support workflows
- Smart quoting and guided selling at scale
How We Help Organizations.
We cut complexity by automating tasks, reducing technical debt, and aligning with Salesforce best practices. From catalog redesign to streamlined order flows, we help you improve performance, reliability and scalability.
We modernize your business processes by reducing customization, increasing automation, and leveraging out-of-the-box Salesforce features to drive agility and cut maintenance overhead.
Whether you’re moving from Salesforce CPQ or Salesforce Industries Managed Packages to Salesforce Core, we de-risk and accelerate your migration with automation tools, best practices, and expert guidance.
We help you unlock more value from Salesforce—optimizing what works, evolving what doesn’t, and future-proofing your platform for what’s next.
Client testimonials
ideaHelix brought deep industry expertise with a true partnership mindset, treating our implementation like their own. Their close alignment with Salesforce, focus on out-of-the-box solutions, and willingness to listen set them apart; reducing risk, building trust, and ensuring success for REV.
ideaHelix has been a strategic partner throughout our CPQ and Revenue Cloud journey—their deep expertise is helping us streamline quoting and scale with confidence.
