SALESFORCE PARTNERSHIP
Superior solutions from a registered Salesforce partner
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Ignite your success with Salesforce
Robots & Pencils has designed and developed scalable, innovative Salesforce solutions for organizations across industries, and we’re ready to help you do the same. Collaborating with our top-drawer web, mobile, design and UX talent, our elite team of Salesforce experts is equipped to create breakthrough products that are technically sound, beautifully designed and integrated flawlessly with your everyday workflows—all while delivering big business impact.
The University of Texas Austin
Powering support services and business insights
This robust Salesforce CRM implementation manages support issues, leads and more for the Texas Extended Campus program at UT Austin. A Mulesoft integration synchronizes data between legacy databases and the Salesforce EDA data model. With data seamlessly shared between teams, the system connects marketing and enrollment data to generate insightful metrics for UT. Additionally, a new Marketo integration helps UT align with GDPR and introduces powerful preference management options. Looking forward, this new flexible framework will make developing future integrations faster and easier.
New CRM solution and legacy system optimizations
Framework primes UT Austin for all future integration needs
2U (FORMERLY TRILOGY EDUCATION SERVICES)
Simplifying staff and student financial processes
R&P worked closely with Trilogy’s CTO, CFO and PMO to eliminate inefficiencies and improve tracking on their Order to Cash processes, saving significant time at month end. Salesforce customizations and integrations built by R&P now enable staff to quickly create student financial plans and share them with students for review and approval. In their new payment portal, students can easily view invoices and make payments. R&P also consulted on organizational structure and process, helping Trilogy introduce a new Agile framework, get the right people in the right seats for success, and ensure a smooth product rollout.
Trusted partner across teams and departments
Helped prepare Trilogy for successful acquisition by 2U
Our Approach
Consulting to custom development
Our team does it all. From traditional Salesforce consulting and system integrations, to building custom solutions for your company and even creating innovative products of our own, we have the Salesforce skills and experience to deliver the services and solutions you need.
Creating what’s next with Salesforce
From machine learning, blockchain, Slack apps and backend systems to visual design and user experience, Salesforce is not the only area where our talent is world class. With deep expertise across disciplines and a culture built on collaboration, we’re the perfect partner for pushing the boundaries of what’s possible with Salesforce.
Higher ed Salesforce solutions
A Salesforce.org Registered Higher Ed Partner, R&P has a proven track record of helping top-tier schools and education service providers with robust Salesforce solutions. Many team members also have worked extensively in higher ed, informing the innovative products and integrations we build and how we utilize tools like the Salesforce Education Data Architecture to support students and staff alike.
Sprinklr
Speeding up CPQ workflows to benefit clients and staff
The Salesforce CPQ (Configure, Price, Quote) instance used by Sprinklr to provide quotes for their software and services had grown increasingly complex over time. This complicated their sales processes and put their team at risk of producing incorrect quotes and order forms. R&P worked with Sprinklr to first analyze, then simplify and streamline their CPQ workflows. This work ensured the accuracy of their CPQ calculations and brought clarity to the displayed discounts and pricing. Changes were also made to completely auto-populate order forms, including for complex multi-year deals. Now, Sprinklr can produce quotes faster, providing a better experience for their staff and clients.
Fast and accurate quote and order form creation
Easy-to-understand views of discounts and payment plans
By the Numbers
100+ Salesforce trainings and presentations led by our team members
27 certifications held by our Salesforce Practice Lead, one of the most certified Salesforce professionals in the world
9 years of Salesforce experience held by the average Salesforce team member at R&P
Level Capital
Simplifying loan management with Salesforce
A private portfolio lender for builders and real estate investors. Level Capital turned to R&P for help designing and configuring a secure, scalable system for loan management. Our Salesforce solution allows Level Capital to more efficiently manage and report on loan applications, credit approvals, budgets and other important information. The work has also set the stage for future Salesforce enhancements, including community portals that will provide an elevated user experience for clients and partners and drive increased business opportunities for Level Capital.
Scalable systems with third party integrations and custom Salesforce code
Secure, efficient service for Level Capital customers and lenders
Platform Leads
Meet a few of our Salesforce experts
Daniel Peter is one of the most certified Salesforce professionals in the world with 26 certifications. He has been awarded Salesforce MVP multiple years in row for advancing the Salesforce Development community. He enjoys traveling the world and speaking at conferences and meetups, coaching for RAD Women, advising for the Salesforce Accelerate program, and leading the Bay Area Salesforce Developer group in San Francisco. He has a proven track record for creating incredible solutions, including Kenandy — a full-featured manufacturing ERP built from scratch on Salesforce and then acquired by Rootstock.
At R&P, he’s leading our clients in building tomorrow’s Salesforce solutions. Daniel has been involved in computer programming since the 4th grade and working with Salesforce since 2009. He holds an MBA from UC Davis, and an MIS degree from CSU, Chico.
Be kind, for everyone you meet is fighting a hard battle.
Brittany has a passion for solving complex business problems by injecting clarity and empowering teams through streamlined enhancements and solutions. With 10 years of experience in higher education and ed tech, her diverse roles have included business analysis, lead aggregation management, student lifecycle management and Salesforce implementation.
Having held both student-facing and operational roles, Brittany looks for ways to reduce inefficiencies and create delightful experiences for all users under the higher ed umbrella. Brittany has worked with many of R&P’s higher education partners as well as clients from several other industries.
Do not go where the path may lead; Go instead where there is no path and leave a trail.
Alexander has over 15 years of experience in systems analysis, higher education and operations. Dedicated to reducing work for the end-user, he is committed to streamlining processes to help the client achieve its goals. In addition to Salesforce implementation and administration, his role at Robots & Pencils involved operating and forecasting support.
In his spare time, Alexander enjoys traveling and is currently working his way through all of the national parks in the United States.
A concept is a brick. It can be used to build a courthouse of reason. Or it can be thrown through the window.
Ready to upgrade how you use Salesforce? Get in touch to see how we can help.
Career opportunities
Elite code commandos, special ops designers and hardened project generals — looking to transform the world? We have a place for you!
