$40,100 a year was sitting in Alterra's own database.
Plus $53,000 a year of manual work removed. Payback in 2.7 months.
What was there
A financial advisory firm whose Salesforce matched about 50% of its own policies. The team spent 70–80% of the day inside Salesforce. Referrals, advocate relationships, household data, reporting and exceptions were manual work.
What we did
Reworked the household-centric model in Financial Services Cloud: Person Accounts, Households, relationships, financial accounts. Automated the referral and advocate workflows in Apex and Flow: routing, stage movement, cadences, conversion logic, tiers and points. Built the reporting layer. Every release went DEV → QA → UAT → production with targeted tests and CLI dry runs.
What came out
A standardised referral lifecycle with required fields, validations and automatic stage movement. Advocate relationships became measurable: tiers, points, touchpoints, dashboards. Zero critical errors after deployment, no broken permissions.
What we say out loud
This is our only case with a full money calculation and a payback period. We reproduce the same calculation structure on every client since. The entry was a small scope before a larger build, which is how we recommend starting.
What the client needed from a partner.
The firm wanted the referral and advocate process inside Salesforce without a transformation project, and a partner who would say what it costs before starting. The entry was a scoped first piece with the money calculation on the proposal: revenue the data already held, manual hours removed, payback in months.
What happened next
The referral lifecycle and the advocate tiers have run since release with no critical errors. The same calculation structure is on every Advirix proposal since, and the COO left a verified review on Clutch in August 2026.
Who did the work.
Named in the proposal, the same people from kickoff to release.
Roles on the project
- Lead engineer
- Salesforce developer
- QA engineer
- Business analyst
Stack
Salesforce Financial Services Cloud, Apex and triggers, Flow, Person Accounts, Households, Financial Accounts, Salesforce CLI.
Their honesty about the development cost and about what we actually needed was remarkable.
Other clients, other numbers.
Work that used to take 6–12 months now ships in weeks.
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Read the caseMake your Salesforce earn.
Thirty minutes, one hypothesis about your business, no pitch. We reply within one business day.
One reply from a person, within one business day.