Routine Automation

Basic

Boost your productivity with Salesforce

Company overview Locations Delivery mix Languages Service lines Industries Technologies Vendor partnerships Case studies Indicative rates ISO/IEC certifications Leadership Partner insights Event presence Social networks

Company overview

employees

2019

founded

Salesforce Consulting & Development Company We’re your certified Salesforce development services provider for growth. Integrate innovations into your business processes today!

Routine Automation — is a Salesforce solutions IT company with global expertise. Since 2019 we are fully focused on solving our customers' problems through Salesforce as a Certified Partner and Consultant. As a result, we have successfully completed over 600 Salesforce projects. AREAS OF EXPERTISE: - Custom Solutions - Sales Cloud - Service Cloud - Experience Cloud - MuleSoft - Data Cloud - DevOps and CI/CD - Privacy Center, Data Regulations - Einstein AI - Marketing Cloud - Industry Clouds - Lightning Platform SERVICES - Discovery and Digital Roadmap Development - Consulting and Trusted Advisory - Business and Technical Analysis - Enterprise Solution Architecture - Custom Technical Design - Solution Delivery and Implementation Integrations

Contact details

Business info

Publicly traded: No
Majority shareholders: Management & Employees

Locations

HQ, Poland

HeadquartersDelivery CenterSales Office

Founded2014

Employees54

Stefana Okrzei 1A, 03-711 Warszawa, Poland

Engagement & delivery mix

Projects & services48%

Commercial modelBoth T&M and Fixed-price

Managed & dedicated teams42%

Staff augmentation10%

Buy-out optionNot possible

Build-Operate-Transfer0%

Language capabilities¹

English

Dedicated client-facing

Biz Dev: 0Mgmt: 0PMs: 0BAs: 0Tech Leads: 0Devs: 0

Service lines

Diversified across multiple service lines

Industries

Diversified across multiple industries

Technologies

HubspotPipedriveSalesforce

Vendor partnerships

HubSpot

Verified

Gold Partner

Salesforce

Verified

Summit Partner

Consulting Track

Case studies

View all1 / 2

How Neova Unified Customer Data and Portals with Salesforce Lightning

Routine Automation unified Neova’s scattered systems into a single platform using Salesforce Lightning. We implemented Experience Cloud to create a centralized portal with role-based access and mobile ordering, while integrating ERP via Azure. The project resulted in automated workflows, increased conversion rates, and a unified data view for both sales and service teams.

Profil Streamlined Automotive Service with Salesforce Field Service Lightning

Routine Automation optimised Profil’s service operations by implementing Salesforce Field Service Lightning. We replaced manual reporting with automated workflows, introduced drag-and-drop scheduling (Gantt), and established direct integration with SAP. The project reduced administrative tasks for technicians, enabled real-time resource management, and created a unified data environment.

How E.ON One Scaled Subscription Sales with Salesforce Revenue Cloud Advanced

Routine Automation implemented Salesforce Revenue Cloud Advanced to scale E.ON One’s subscription sales. We restructured the product catalog, configured complex selling models, and automated quoting processes for hybrid deals. The solution streamlined the revenue lifecycle, enabled seamless contract renewals, and improved pricing accuracy, resulting in a flexible, automated growth engine.

Indicative rates

Rates not shared by provider.

ISO/IEC certifications⁰

Routine Automation has declared they do not currently hold any ISO certifications.

Leadership

Pavel Klachkou

Founder, CTO

Maria Borakhava

Strategic Partnerships

Vera Stepanovich

Head of customer success & Account management

Partner insights

NetSuite vs Salesforce: Platform Trade-offs for CRM Strategy

CRM platform decisions increasingly shape data architecture, integration depth, and operating models. The comparison outlines structural differences between NetSuite’s ERP-native CRM and Salesforce’s standalone, extensible ecosystem approach. It highlights implications for customization, scalability, ecosystem maturity, and total cost of ownership. For technology leaders, the choice is less about features and more about platform strategy, integration complexity, and long-term control over customer and financial data flows.

Microsoft Dynamics vs Salesforce: Choosing the Right CRM

CRM platform selection is increasingly a trade-off between ecosystem alignment and operational flexibility. The article compares Microsoft Dynamics 365 and Salesforce across customization, integration, scalability, and cost structure, highlighting how each platform fits different enterprise contexts. It outlines Dynamics’ advantages in Microsoft-centric environments and Salesforce’s strength in extensibility and ecosystem maturity. For technology leaders, the decision is less about features and more about how well the CRM integrates with existing architecture, data strategy, and long-term platform direction.

Salesforce Health Checks Beyond the Security Score

A strong Salesforce security score can still hide operational and architectural risk across the wider org. The guide distinguishes the native Health Check—focused on selected security settings—from a broader review of permissions, data quality, automation, Apex, integrations, performance, licenses, reporting, backup and adoption. It also outlines how findings should be ranked by business impact, dependencies, ownership and remediation effort rather than treated as a checklist. For technology leaders, the implication is to use the native score as one signal within a wider governance and resilience review.

Event presence

No current event presence published on transparencywins data available.

TransparencyWins ecosystem context

This software engineering partner profile was contributed by Routine Automation, a software engineering partner represented in the TransparencyWins ecosystem. TransparencyWins connects expert contributions with provider profiles, case studies, certifications and other capability signals so that tech buyers can better understand and compare potential software engineering partners.Profile completion levels reflect how completely required profile sections have been populated — they are not a quality, capability or suitability rating.