a few words about how we work

Routine Automation

Our certified Salesforce experts collaborate with clients to deliver customized solutions, refined through 293 projects. We're committed to building long-term relationships that align technology with your evolving business goals.

Our values & principles

Fast kick off

Fast kick off

Immediate action for quick launch.

We prioritize starting projects quickly to provide momentum and clarity from day one. Our streamlined action plan gets your Salesforce solution launched efficiently.

Team Flexibility

Team Flexibility

Your vision, our experts - adaptable teams for every need.

We assemble experts tailored to your specific needs, workflows and objectives. Our focus is flexibility - we match talent to your vision.

Support at any stage

Support at any stage

Always there for you - support through every phase.

We provide support and optimization at every stage beyond project completion. Our aim is evolving your Salesforce platform to meet changing demands.

Getting Started with Us

Your journey from first contact to successful cooperation

  1. Initial Inquiry

    Get started by submitting an inquiry through our contact form or requesting a call. We'll reach out to learn about your needs and objectives.

  2. Requirements Discussion

    On an introductory call, we'll discuss requirements, pain points, and goals for your Salesforce initiative. This helps us fully understand your needs.

  3. Proposed Solution

    We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.

  4. Collaboration & Feedback

    Then, we'll have further discussions to align on the proposal and gather any additional feedback to refine the plan.

  5. Finalize Project Details

    We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.

Showcasing Our Certified Salesforce Expertise

Comparison of delivery models

Features
Dedicated Team
Project-Based
Staff Augmentation
Features
What We Do

Our dedicated staff works as an integrated extension of your team. We help define goals and assemble experts tailored to your workflows. Our developers operate as a seamless part of your staff.

For one-off projects, our squad handles everything required to bring your vision to life. We excel at analysis, design, development, QA, and docs while optimizing cost, time, and scope.

Scale your team with top Salesforce talent, exactly when you need it. Our experts join your in-house staff, bringing specialized skills without the long-term commitment. You maintain full control over the project, while we provide the resources to help you meet deadlines and goals.

Whom it suits
  • Organizations looking for long-term collaboration and consistent support.
  • ️Businesses seeking to extend their in-house capabilities with specialized skills.
  • ️Companies with ongoing, dynamic projects requiring continuous development and updates.
  • ️Enterprises with complex workflows that need a team fully integrated into their culture and processes.
  • Businesses with a specific, one-time project scope.
  • Startups and SMEs needing expert execution without a long-term commitment.
  • Companies requiring a rapid turnaround on a defined Salesforce solution.
  • ️Organizations with clear project requirements and a fixed timeline for delivery.
  • Companies needing additional talent to support their internal team on a short-term or project-specific basis.
  • Businesses that want flexibility in scaling resources up or down, depending on project needs.
  • Organizations with skilled teams in place but requiring niche expertise or specific technical roles to complete a project.
  • ️Firms seeking to avoid the overhead of hiring full-time staff while maintaining complete control over workflows and direction.
Project Length

From 3 month

From 80h

From 2 weeks

Team Size

From 1 FTE to max

No limits

1-2 experts

Budget Predictability

Fixed team cost (Fixed Price)

Pay as you go (T&M)

Fixed price (based on expertise and hours per specialist)

Delivery Type

Part of the client's team

Turnkey delivery

On-demand staffing

Rates

Resource dependent

Flat rate

Resource-dependent

Excellence in Every Step

At Routine Automation, we blend expertise with precision to ensure each project exceeds expectations.

Crafting the Foundation of Success

We meticulously plan and align our strategy with your goals to provide a clear roadmap right from the start.

Understanding Your Vision in Depth

Our team dives deep into your business requirements, ensuring every nuance is captured.

Project Transparency

Be continuously informed and involved. Your insights and feedback are vital to us.

Tailored Excellence

Tailored Excellence

We've got your back with custom solutions tailored to your needs.

Rigorous Quality Assurance

We go the extra mile to deliver reliable, efficient and top-notch solutions just for you.

Beyond the Launch

Count on us, we'll keep your Salesforce system rock-solid and secure.

Choose Your Level of Salesforce Support

Features

40 hrs

80 hrs/month

120 hrs/month

160 hrs/project

Optimization types:
Process Optimization
Initial Issue Resolution
Monthly Efficiency Tips
Strategic Optimization
System Enhancements
Continuous Improvement
Priority Handling:
Quick responses to critical issues + tasks
Highest priority handling for urgent matters
Quick Responses

8 h

4 h

2 h

1 h

Scalability
Performance Check
Strategic Guidance
Custom Solutions
Quarterly Assessment Results
Dedicated Team
Pick your package

Our Technology Stack to build trust

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Hear from Companies Like Yours

Maarten Westdorp

Maarten Westdorp

VP Marketing & Communications, E.ON One

Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.

Stephanie Hellersberg

Stephanie Hellersberg

Digitalization Mgr CS, Energieversorgung Oberhausen AG

We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.

Kelsey Aldrich

Kelsey Aldrich

Sr Project Manager, Penn Engineering & Manufacturing Corp.

They have excellent communication skills and are always well-organized.

 Sascha Weidinger

Sascha Weidinger

Head of Customer Service, Profil Verbindungstechnik

Routine Automation’s work exceeded the client’s expectations, and the solutions they delivered were truly useful for the client. The team’s great skills and expertise were remarkable, and they managed the engagement effectively. Moreover, they were responsive and completed every task on time.

Satu Portimojärvi

Satu Portimojärvi

Service Area Manager, Sales, CX and Marketing , Neova Group

Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud.

Maarten Westdorp

Maarten Westdorp

VP Marketing & Communications, E.ON One

Routine Automation helped us to go from a basic setup with products and pricebooks to a just released new solution called Revenue Cloud Advanced by Salesforce.

Routine Automation's work provided the client with better insights into product usage and revenue generation. The team was flexible and responsive, communicating via Jira, Microsoft Teams, and online meetings. Their Salesforce expertise and quick ticket response were key elements of their work.

Stephanie Hellersberg

Stephanie Hellersberg

Digitalization Mgr CS, Energieversorgung Oberhausen AG

We had a very positive experience working with Routine Automation. The team delivered all agreed deliverables on time and without any defects. Throughout the project, they not only executed as expected but also provided valuable best-practice recommendations that clearly demonstrated their expertise.

Communication was seamless and highly professional at all times. We particularly appreciated the regular and timely updates, which ensured full transparency on progress and next steps. The development was implemented exactly as agreed, with a clear focus on quality and reliability.

Kelsey Aldrich

Kelsey Aldrich

Sr Project Manager, Penn Engineering & Manufacturing Corp.

They have excellent communication skills and are always well-organized.

Routine Automation provided e-commerce web development & design services for a fastening solutions company. The team was also responsible for implementing Agentforce Commerce for the client. Routine Automation's efforts resulted in a secure, scalable, & efficient online store for the client. The team provided timely items, adjusted to changing requirements, & understood the technical aspects of the project.

 Sascha Weidinger

Sascha Weidinger

Head of Customer Service, Profil Verbindungstechnik

Their development solutions were fantastic.

The result of Routine Automation's work exceeded our expectations in every way. The 3 developers assigned to this project, as well as their team lead, showed great skills and expertise. All requirements were discussed constructively so that the best possible solution could always be found for each issue. This naturally contributed massively to the success of the project. The solutions provided by the development team for our tasks were immediately ready for use and immediately made the daily work of our own team easier. All this without any major training effort. The project manager responsible for the project did an outstanding job. The guidance through the sessions, the summaries of the sessions, the entire documentation and the controlling of the budget were always carried out correctly and completely. Overall, we were very satisfied with the result of the work and would not hesitate to recommend the team and to carry out further projects together with Routine Automation.

Satu Portimojärvi

Satu Portimojärvi

Service Area Manager, Sales, CX and Marketing , Neova Group

Fast and flexible with good quality

Routine Automation has been working with us about a year now. Projects they have been doing are development of three Experience Cloud sites for our customers and small development on Sales and Service cloud. We are not an easy customer, our business sometimes presents their development needs at the last minute, but Routine Automation can easily adjust when priorities change and they are flexible enough to quickly add more resources when needed.

Carla Martinho

Carla Martinho

Tribal Group

Driven by what was best for us, not what would bring them the most revenue

Really responsive. They were able to resolve an issue for us which had been looked at by more than one partner supplier and multiple people at Salesforce and Marketing Cloud which was ongoing for over 1 year. They really listened to what we needed and why our use case/business was different, to work out the best solution for us.

Ash Makwana

Ash Makwana

CEO & Founder, Trigerz.io

They're true consultants that listen to requirements and provide productive feedback.

While it's too early to report on results, Routine Automation was efficient in documenting their information. They communicated well, providing additional support throughout the project.

Gary Freeman

Gary Freeman

Project Delivery & Operations Director, Coacto

Great Partner - helped deliver a complex project

Straight forward and easy to work with, they have a team of highly skilled and competent professionals. Worked on a complex ERP and distribution project for us and delivered great results in a demanding time frame. Will definitely work with them again.

Ivan Gammel

Ivan Gammel

CTO | DR Smile

They should keep doing what they’re doing.

Thanks to Routine Automation's work, the client's ROI is great — they've saved the team more than $112,000 this year. Their excellent communication and adaptability to the client's processes have been key to the project's success. The client also praises their knowledgeable and skilled salesforce engineers.

Pavlo Voznenko

Pavlo Voznenko

CTO, InstaMotion Retail GmbH

The developer is the best we’ve had.

Routine Automation delivers high-quality work quickly. Their organized approach complemented their professional management style. Their flexibility is also noteworthy. Customers can expect a new extension of their team when working with Routine Automation.

Daniel Hynes

Daniel Hynes

Daniel Hynes, Sr. Managing Director, DTH Consulting Services

The project management was professional and followed the Agile methodology.

Thanks to Routine Automation, the client had a streamlined process for lead generation, client onboarding, project creation, and system integrations. The team followed the Agile methodology, delivered the project on time and within budget, and provided ongoing support and customization services.

Gary Freeman

Gary Freeman

Project Delivery Manager, Coacto

They were super helpful and responsive to requests and always keen to help and assist.

Routine Automation has adequately delivered the project to the client's expectations. The vendor ensures effective communication, daily calling and updating the client. The service provider's helpful attitude, responsiveness, and enthusiasm are hallmarks of their work.

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