a few words about how we work

Routine Automation

Our certified Salesforce experts collaborate with clients to deliver customized solutions, refined through 250+ projects. We're committed to building long-term relationships that align technology with your evolving business goals.

Our values & principles

Fast kick off value
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 value
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 value
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.
Fast kick off value
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 value
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 value
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

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.
Step 1

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.
Step 2

Proposed Solution

We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.
Step 3

Collaboration & Feedback

Then, we'll have further discussions to align on the proposal and gather any additional feedback to refine the plan.
Step 4

Finalize Project Details

We'll analyze your requirements & provide a detailed proposal outlining our recommended solution, project team, timeline, and costs.
Step 5

Showcasing Our Certified Salesforce Expertise

Certifications
50+
from CPQ Specialists & Field Service Consultants to Certified Marketing Cloud Administrators & OmniStudio Developers etc
Success stories
250+
from Tableau implementation to various Integrations for Startups and Enterprises
Employees
50+
passionate creators
Circle
50+
Certifications
Circle
250+
Success stories
Circle
50+
Employees
map-work
Connect with our experts

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
Get in Touch!

Excellence in Every Step

At Routine Automation, we blend expertise with precision to ensure each project exceeds expectations.
Crafting the Foundation of Success
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
Understanding Your Vision in Depth

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

Project Transparency<p> </p>
Project Transparency

 

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

Tailored Excellence<p> </p>
Tailored Excellence

 

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

Rigorous Quality Assurance
Rigorous Quality Assurance

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

Beyond the Launch<p> </p>
Beyond the Launch

 

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

Crafting the Foundation of Success
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
Understanding Your Vision in Depth

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

Project Transparency<p> </p>
Project Transparency

 

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

Tailored Excellence<p> </p>
Tailored Excellence

 

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

Rigorous Quality Assurance
Rigorous Quality Assurance

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

Beyond the Launch<p> </p>
Beyond the Launch

 

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

Choose Your Level
of Salesforce Support
Features
Choose
Basic
40 hrs
Choose
Standard
80 hrs/month
Choose
Premium
120 hrs/month
Choose
Custom
160 hrs/project
Optimization types:
Process Optimization 
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Initial Issue Resolution
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Monthly Efficiency Tips
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Strategic Optimization
minus
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System Enhancements
minus
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Continuous Improvement
minus
minus
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Priority Handling:
Quick responses to critical
issues + tasks
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Highest priority handling
for urgent matters
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Quick Responses
8 h
4 h
2 h
1 h
Scalability
check
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Performance Check
check
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Strategic Guidance
check
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Custom Solutions
check
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Quarterly Assessment Results
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minus
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Dedicated Team
minus
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Pick your package

Our Technology Stack to build trust

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Our Technology Stack to build trust

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Our Success Stories

MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
Integration IT & Software Development
Salesmsg: From SMS Platform to CRM Powerhouse with RA’s Help  
Case study by Routine Automation on launching Salesmsg on Salesforce AppExchange: certified integration, +27% client growth, and improved customer retention.
IT & Software Development Revenue Cloud
How E.ON One Scaled Subscription Sales with Salesforce Revenue Cloud Advanced (former Revenue Lifecycle Management, RLM) 
Case study by Routine Automation on implementing RCA in Salesforce (former RLM) for E.on One: automation of complex subscription sales...
Floral Retail HubSpot
HubSpot for Floral Retail Company
The client is an top-ranked college which implemented Salesforce
Event Management HubSpot Sales Cloud
HubSpot Event Management
German software company that builds scouting process of young football players using AI and mobile app. The company evaluates players...
Education Sales Cloud
Salesforce Certification Training
The client is an top-ranked college which implemented Salesforce
Energy & Utilities Sales Cloud
Streamlining Energy Grid Operations with Salesforce
Explore how a leading European energy infrastructure operator optimized energy grid operations by implementing a Salesforce project, focusing on advanced...
MuleSoft Integration case
Energy & Utilities
MuleSoft Integration for Fuel Company: Multi-System Data Exchange Simplified  
A major fuel company in Poland was sitting at the center of everyday mobility. They provide fuel cards, payment solutions,...
Energy & Utilities
How Neova Unified Customer Data and Portals with Salesforce Lightning
Background Neova is not a typical industrial company. Their focus stretches from renewable energy to clean food, air, and water,...
Automotive
How Profil Streamlined Automotive Service with Salesforce Field Service Lightning
Most people who drive a modern car are you’re benefiting from Profil’s work without even knowing it. As a pioneer...
See all cases
RA experts will follow up