Salesforce Projects Implemented by Cubic Compass

Salesforce™ CPQ for SaaS Companies

Cubic Compass specializes in implementing Salesforce CPQ for SaaS companies.

Cubic Compass has developed data migration, enrichment, and batch processing tools specifically for subscription-based and SaaS companies utilizing Salesforce CPQ.

SaaS Flow CPQ / Salesforce CPQ customers and partners include
  • Adaptive Insights
  • Addigy
  • Alert Logic
  • Demandbase
  • PacketFabric
  • Workshare
  • Litera
  • Neocol
  • Lead-To
  • Hanley Wood
  • Simplus
Technologies Used

​Salesforce CPQ
CPQ Data Tools
Apex 
Data Loader
​AWS
SaaS Quote-to-Cash Accelerator

Extends Salesforce Sales Cloud with best of breed integrations to support Software-as-a-Service subscription models.

Removes implementation risk by providing a turn key package with proven best practices for subscription-based business models.

Learn more at ​https://www.getpacificapps.com/saas_quote_to_cash.html
Technologies Used:

iDialogue Rooms
Stripe
Xero
​Apex
AviateNow AppExchange Application

Aviation operations application. (AppExchange Link)

  • Provided technical Architecture and alignment of Salesforce OEM platform capabilities with Aviation industry business model.
  • Guided executive team through business plan, security review, PBO establishment, and partner licensing.
  • Provided integration templates to support alignment of offshore developers with 3rd party APIs (ForeFlight, Airport databases)
  • Integrated PDF quoting solution (iDialogue) with aviation industry workflow.
Technologies Used

Salesforce OEM platform
Apex
Lightning design system
3rd party aviation APIs
Salesforce Communities
CPQ Data Tools

Advanced data load and transformation toolset optimized for Salesforce CPQ implementations.

Dramatically reduces time and costs related to CPQ data tasks:
  • Deploy CPQ configuration reference data from sandboxes to production (Price rules, conditions, actions, tiers, ...)
  • Batch data cleansing and record updates
  • Data migration, loading, extracts
  • Data Tasks and Pipelines
Technologies Used:

Apex
Managed package
Java Eclipse plugins
Intricately for Salesforce

Leading Sales intelligence service. Cubic Compass designed and developed the Intricately for Salesforce AppExchange app. https://www.intricately.com/

  • Less than 4 months from initial design to passing Salesforce security review and listed on AppExchange (link)
  • Team was granted membership to Salesforce Startup Accelerator program
  • Provided Intricately with an additional SKU and source of revenue
Technologies Used:

Salesforce Lightning
React JS for Lightning
Apex
Intricately REST API
Document Solutions: eSign and Doc Generation

Cubic Compass is a leading implementation partner of Pacific Apps document generation and eSign solutions for Salesforce.

Solutions implemented for customers include:
Quote generation and eSignature
Customer onboarding
Integrated Quote to Cash 
CPQ solutions for SaaS companies

Addigy case study
  • Automated customer quote generation, eSign, and payment method onboarding
  • Increased passive revenue by implementing usage-based billing
  • Automated monthly invoice generation and delivery
  • Reduced overall licensing costs by implementing directly on Sales Cloud
Technologies Used:
Sales Territory Management App

Ability to mass assign territories to Users by Postal/Area Code

​Integrated with Salesforce CPQ
Technologies Used:
Salesforce Lightning
React / JQuery JS
HTML5
Global database of Zip/Area codes
Logalytics
AppExchange listing

Logalytics is an IT cloud monitoring service that solves the change management, incident detection, and user support issues facing Salesforce organizations of all sizes. 
  • Actively monitors Salesforce events and activities
  • Auto-escalates alerts via email or creating Salesforce records
  • Provides dashboards and reports for troubleshooting and analysis
Technologies Used:

Apex
Visualforce
Javascript
Google Maps
Google Charts
Heroku
Redis
AWS DynamoDB and SQS
Java
Salesforce APIs (SOAP, REST, Metadata, Apex Tooling)
Mobile eSignature and PDF Generation

In-person eSignature of documents generated directly from Salesforce records. PDF attachment and email delivery.

  • Reduced total time to onboard new members
  • Satisfied all eSign governance and compliance requirements
Technologies Used:

​Salesforce S1​
Lightning Accelerator
Visualforce
Apex
Salesforce S1 Mobile Application

2013 Dreamforce hackathon entry. Monitor Salesforce activity via S1 mobile application.
Technologies used:

Salesforce S1 Mobile App
Visualforce
Javascript
Google Maps
MaxMind API
Logalytics API
DocuSign for Salesforce

Contracted by DocuSign to lead their v2.0 AppExchange implementation.

  • Led the design and development of 2.0 major release of DfS. 
  • Increase lead and adoption conversion with guided wizard onboarding UI and automated trial follow-up
  • Increased number of AppExchange reviews 20x with intelligent "Rate Us" prompt.
  • Developed native Apex REST API for DocuSign.
  • Established a development methodology and application lifecycle management (ALM) best practices for internal DocuSign team.
  • Globalized the product to 12 languages.
  • Improved app responsiveness and performance.
Technologies Used:

Apex
VisualForce
Salesforce Translation Files
SOAP and REST APIs
Javascript /CSS
Facility Management - Chatter Bot

"Internet of Things" proof of concept.

Salesforce 2010 Hackathon Grand Prize winner
Media coverage on ReadWriteWeb.com (link) 
Technologies used:

Arduino
Sketch
Salesforce REST API
Apex
Custom Objects
Cool Sites

Content Management System for Salesforce Sites
AppExchange certified (package link)

Easy to use website builder for non-technical users. Publish sites directly from within Salesforce. Capture Leads and Cases.
Technologies used:

JQuery plus JQuery UI
Visualforce
Apex
Salesforce Ajax Toolkit
Datacenter Infrastructure Management (DCIM) Suite

Suite of tools for managing and monitoring datacenter assets. Migrated to Force.com from Excel capacity planning worksheets.

  • Decreased total time to provision new data centers by 30%
  • Increased data center capacity by 15%, identifying optimal power distribution
  • Saved over 100 hours per pod provisioning processes with automated test and validation tools
  • Reduced CAPEX spend by identifying unused hardware inventory. Enabled JIT procurement of hardware.
Technologies used:

Visualforce
Javascript
Apex
Ajax remoting
Veterans2Work Site and Portal

Veterans2Work helps returning military veterans launch their civilian careers, while helping employers engage the full productive potential of those veterans.

V2W portal manages entire lifecycle from intake, assessment, training, certification, and placement.
  • Optimized Google keywords and SEO using non-profit gifted credits
  • Created over 5,000 leads and enrollments within 6 months launch
  • Expanded reach to  mobile audience
Technologies used:

Salesforce
JobScience
Heroku
Java
React JS
Dialogue Script

Domain specific language (DSL) for creating websites/portals integrated with Salesforce.

Enables web developers to build custom pages for direct response marketing campaigns, portals, and sites.
Languages used:

Microsoft SQL
ASP.NET
C#
Dynamic Language Runtime (DLR)
IronPython
Channel Management Portal

Channel management portal for distributing content and managing leads.

Tracks all online activity in Salesforce, providing channel Marketers with insights into portal adoption and content consumption.

  • Reduced community portal costs by 90% by effectively utilizing existing Sites/Portal infrastructure
  • Increased inbound leads from reseller partners by 300% within 6 months of launch.
Technologies used:

Microsoft SQL
ASP.NET
C#
JQuery
Salesforce SOAP and Metadata APIs
Salesforce Extract, Transform, Load (ETL) Tool

Rapidly replicate Salesforce data to a Microsoft SQL database. For use in storing backups or caching high-volume web site data.
Technologies used:

Microsoft SQL
ASP.NET
C#
Salesforce SOAP and Metadata APIs
DocuSign / Facebook Integration

Dreamforce 2011 Hackathon entry (link). 

A Facebook app that creates a DocuSigned contact in Salesforce.
Technologies used:

Facebook graph
Heroku / Java
DocuSign REST API
Salesforce SOAP API
Picture
Salesforce to Oracle eBiz Suite

Utilized Oracle enterprise service bus (ESB) to push closed-won Salesforce Orders to Oracle back office for invoicing.

Improved Order-to-Cash process. Removed all manual data entry errors. Reduced time to invoice.

Technologies used:

Apex triggers
Salesforce outbound messages
Oracle ESB

Weka to Salesforce Data Mining Plugin

Open source data mining plugin. Converts Salesforce SObjects to ARFF (Attribute Relation File Format) for analysis in Weka studio.
http://www.DataMiningCRM.com

Salesforce-specific use cases:
  • Analyze past Closed-Won opportunities for optimum products, pricing, and Opportunity-split teams
  • Forecast future revenue and probability of subscription renewal based on past performance
Leap for Salesforce

Application Lifecycle Management (ALM).

Ant plugin that generates boilerplate Apex classes and enables continuous integration of Salesforce metadata assets.   (GitHub link)

Incorporated into the Cubic Compass Framework (CCF) for Salesforce.

Enables the rapid generation and deployment of Apex class models that enforce best practices.
  • Trigger management
  • SObject wrapper classes
  • Batch processing
  • Optimizes Async processing
  • External ID generation for data migrations and integrations
  • Invocable methods for flow and process builder actions
Technologies used:

Migration Toolkit
Metadata API
Apex Tooling API
SOAP API
REST API
Awards

  • Recipient of Inaugural Force.com MVP award.  3 time Force.com MVP.
  • 2010 Salesforce Developer Hero Award
  • 2010 Chatter Hackathon Grand Prize winner: “Chatter Bot” app 
  • Dreamforce 2011 Hackathon category winner for Docusign (link)
Cubic Compass     |     PO Box 2582 El Cerrito, CA 94530 
[email protected]