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Software & Tech Salesforce Solutions

From startups to the Fortune 500, Aptaria has helped numerous technology companies integrate and customize Salesforce CRM.

Who we have helped:


We helped Databook release its innovative strategic enablement solution on Salesforce’s AppExchange — and got the app through the stringent security review in quick fashion.

Read the Databook case study >


Established Sales Cloud at DBR360 and tailored a CPQ solution to their unique needs. Implemented complex Configuration & Quoting business rules.


Our team updated WealthEngine’s Salesforce app to support large data transfers, save time, and increase customer satisfaction.

Read the WealthEngine case study >


We are helping Vricon launch a Salesforce system separate from its parent company, SAAB. The setup will include a Configure-Price-Quote solution and a Partner Community.


Aptaria replaced ARG's SQLServer-based operational support system ('OSS') with a Salesforce CRM that will deliver marketing, sales, account management, project management, client service and commissions management capabilities.


Aptaria implemented Salesforce Sales Cloud for ServicePower to replace HubSpot CRM and then integrated Salesforce with HubSpot, which will continue to act as ServicePower's Inbound Marketing Automation tool.

KZO Innovations

Integrated KZO’s video technology with Salesforce to create a powerful tool for cultivating leads.

Read the KZO Innovations case study >


Built 2 apps – 1 for vendors, 1 for resellers – that seamlessly integrate Vartopia's deal registration platform into

Read the Vartopia case study >

Elastic Digital

Assisted Australia-based company in building their app and getting it on the Salesforce AppExchange.


A top audio/video hardware maker implemented a custom Salesforce CRM solution that removed numerous hurdles in the sales process.

Read the Avid case study >


To manage healthcare institution compliance, we developed a complete solution including a disconnected mobile app, for regular safety surveys, and metrics reporting.

Read the eFormix case study >

Blu Vector

Set up a new Salesforce Sales Cloud system, including automated quoting and approval processes, sales pipeline visibility, legacy data migration, improved security, and sales apps configuration.


Aptaria helped RiskSpan evaluate, and implement complete project, accounting, and professional services automation including migration from Microsoft Dynamics CRM to Salesforce Sales Cloud which produces pricing, quotes, contract tracking and automatic renewal.


Building a AppExchange App for Infofree to allow its customers to seamlessly query and download leads into their Sales Cloud.

Read the Infofree case study >

Stonebridge Consulting

We created a CRM solution for Stonebridge on the Sales Cloud and delivered an automated quoting capability to streamline their sales process.

Veris Group

Deployed the Salesforce Sales Cloud to help this leading Cybersecurity consulting firm achieve visibility into their sales pipeline and automate delivery operations.

Tangible Software

Aptaria helped Tangible leverage Salesforce's Sales Cloud to achieve visibility into its sales pipeline and to produce reliable forecasts.


Developed a next generation of Java-based B2B integration infrastructure to streamline Nextel's critical cell phone fulfillment processes.

Active Risk

Aptaria implemented the Sales Cloud and integrated HubSpot for marketing automation, greatly expanding leads and providing a full view of the sales pipeline.


Delivered a custom version of Aptaria's AppExchange RapidCase product allowing Sumitomo to quickly create unique Accounts, Contacts and Cases with one entry.


Established Sales Cloud and Service Cloud and enabled management visibility into the Sales Pipeline across 3 business units.

Amber Road

Streamlined lead conversion process ensuring accurate marketing ROI calculations. Consolidated 2 complex organizations (Sales & Service Clouds), enabling cross-department synergies and data visibility.

August Schell

Aptaria implemented the Sales Cloud and integrated HubSpot for marketing automation, greatly expanding leads and providing a full view of the sales pipeline.


"It was Aptaria’s knowledge of Salesforce, the sales process, and the Salesforce development architecture that was the most useful to us."
Jeff Fissel, VP Solutions & Co-Founder, KZO Innovations
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