Enterprise · CRM
DataForge CRM
A custom CRM solution built to replace Salesforce for a 200-person sales organization that needed tighter workflows, better analytics, and dramatically lower costs.
The Problem
Their Salesforce instance had become a bloated mess - slow, expensive ($180K/year), and fundamentally misaligned with how the sales team actually worked day-to-day.
Our Solution
We built a lean, custom CRM around their actual sales process with pipeline management, automated follow-ups, real-time reporting, and integrations with their existing tools.
Our Role
Product strategy, backend engineering, frontend development, data migration, training.
Tech Stack
Architecture
Monolithic backend with event-driven notifications. Custom query builder for ad-hoc reporting. Real-time pipeline updates via WebSockets.
Our Approach
Shadowed the sales team for 2 weeks to understand their actual workflows
Built a migration tool that mapped Salesforce objects to our schema automatically
Phased rollout: power users first, then team leads, then full organization
Custom training program with video walkthroughs and a dedicated Slack channel
Key Challenges
Migrating 4 years of Salesforce data without losing relationships or history
Retraining 200 sales reps on the new system within a 3-week window
Matching the flexibility of Salesforce custom objects with better performance
Building a reporting engine that non-technical sales managers could actually use
Results
-31%
Deal close time
94%
CRM adoption
$180K
Annual savings
Zero loss
Data migration