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Routine Automation

PL Website 51-200 employees

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$50 - $99/hr
4.9

17 reviews

External Reviews

Technologies

Salesforce Sales CloudSalesforce Service CloudSalesforce Marketing CloudSalesforce Field Service LightningSalesforce Commerce CloudSalesforce Experience CloudSalesforce Data CloudSalesforce Analytics Cloud (Tableau CRM)Salesforce Revenue CloudSalesforce Manufacturing CloudSalesforce Health CloudSalesforce Nonprofit CloudApexLightning Web Components (LWC)AuraVisualforceMuleSoftSalesforce ConnectCPQPardotEinstein AIAgentforce AITableauJitterbit

Services

Salesforce ImplementationSalesforce ConfigurationSalesforce CustomizationSalesforce IntegrationData MigrationAppExchange IntegrationSecurity ReviewSalesforce AuditSalesforce ConsultingSalesforce Developer ServicesSupport & MaintenanceTrainingAI Salesforce ServicesCPQ SetupField Service Lightning Implementation

Notable Clients

Penn Engineering & Manufacturing Corp.E.ON OneProfil (Automotive)Online Gambling Company (unnamed)Business Consulting Company (unnamed)Boat Rental Platform Company (unnamed)Fuel Company (Poland)Neova

Routine Automation is a Poland-based Salesforce consulting and development firm with 50+ certified engineers. The company has delivered 250+ solutions and maintains a 4.9 customer satisfaction score on Clutch (10 reviews) and AppExchange (17 reviews). They position themselves as a certified Salesforce partner focused on implementation, configuration, customization, and AI-powered automation across Salesforce's full cloud suite.

Services and capabilities

Routine Automation's core offering is Salesforce cloud implementation and configuration. They work across Sales Cloud, Service Cloud, Marketing Cloud, Field Service Lightning, Commerce Cloud (B2B and B2C), Experience Cloud, Data Cloud, Analytics Cloud/Tableau CRM, Revenue Cloud, Manufacturing Cloud, Health Cloud, and Nonprofit Cloud. For each, they handle implementation, customization, and ongoing maintenance.

Integration work spans payment processors (PayPal, Stripe, Square, Authorize.net), ERP systems (SAP, Oracle, NetSuite, QuickBooks), e-commerce platforms (Shopify, Magento, BigCommerce, WooCommerce), marketing tools (Pardot, Marketo, Mailchimp), CMS platforms (WordPress, Drupal, Sitecore, Adobe Experience Manager, SharePoint), analytics (Power BI, Tableau, QlikView), communication (Slack, Teams, Zoom, Google Workspace), project management (Monday.com, ClickUp, Asana, Jira), HRM (Workday, BambooHR, ADP, SuccessFactors), and MuleSoft for API management. They also integrate HubSpot CRM, Microsoft Dynamics 365, and Zoho CRM.

AI services include Agentforce AI, Sales AI, Customer Service AI, Marketing AI, Commerce AI, Einstein Copilot, Einstein 1 Studio, Prompt Builder, and low-code AI builders. Beyond clouds, they offer data migration planning and execution, AppExchange app integration and publishing, security reviews for solutions, Salesforce audits, consulting, developer services, and ongoing support and maintenance with training.

Notable work

Three case studies are named: a fuel company in Poland using MuleSoft for multi-system data exchange; Neova, an industrial company (renewable energy, food, air, water) that unified customer data and portals with Salesforce Lightning; and Profil, an automotive parts supplier, which streamlined service operations with Field Service Lightning.

Client testimonials mention Penn Engineering & Manufacturing Corp., E.ON One (moved from basic product/pricebook setup to Revenue Cloud Advanced), and a boat rental platform company. An online gambling company and business consulting firm are also referenced. The firm works across automotive, construction, e-commerce, education, energy, finance, healthcare, insurance, IT, logistics, manufacturing, media, nonprofits, telecom, retail, and travel & hospitality.

How they work

Their engagement process starts with an initial inquiry and requirements discussion. They then propose a solution with recommended team, timeline, and costs. Further collaboration and feedback refinement follow, then finalization of project details. The site mentions they operate with accurate estimation, 360-degree visibility, quality management, and support at every step. They offer fast kick-off, team flexibility, and support through any phase. No fixed pricing or engagement model (hourly, fixed-price, dedicated team, T&M) is explicitly stated on the public site.

Team and credentials

The team includes named architects (Olga Shishkova — FSL specialist; Evgeniy Sukach — Sales/Service/Experience Cloud, CPQ, Apex, LWC), engineers (Nikita Lupekin, Yuliya Kisliuk, Alexander Sitnik, Roman Levkovich), QA (Yuliya Moiseeva), developers (Viktor Dunaev — Marketing Cloud; Veronika Khlopava — FSL, CPQ, Billing, with Platform Developer, CPQ, Admin, AI Associate certs; Palina Dunayeva — Sales Cloud specialist), and leadership (Maria Borakhava — Director of Strategic Partnerships; Vera Stepanovich — Head of Customer Success). The site shows 50+ skilled engineers holding certificates in Sales, CPQ, Service, and other specializations. Routine Automation is a certified Salesforce Partner and HubSpot provider. They appear on Clutch's Top 1000 Consulting Firms list and have been recognized as a Top Salesforce Company, Top CRM Consulting Company, Top Marketing Automation Consultant, and Top Digital Marketing Company. No founding year is provided. English proficiency is assumed given client base and site language.

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Case Studies

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Client Reviews

Reviews from verified clients

4.9

17 third-party reviews

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Client reviews will appear here once they are submitted and verified.

Frequently Asked Questions

What does Routine Automation specialize in?
Routine Automation is a certified Salesforce partner specializing in Salesforce cloud implementation, configuration, customization, and AI services. They work across the full Salesforce suite—Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Field Service Lightning, Experience Cloud, and others—plus integrations with ERP, e-commerce, payment, and marketing systems.
Where is Routine Automation based?
Routine Automation is based in Poland. They have 50+ certified engineers and have delivered 250+ solutions to clients across automotive, e-commerce, healthcare, manufacturing, energy, finance, retail, and other industries.
What's Routine Automation's typical engagement model?
Their process begins with an initial inquiry and requirements discussion, followed by a detailed proposal outlining recommended solution, team, timeline, and costs. They emphasize accurate estimation, 360-degree visibility, and support at every project phase. Specific engagement models (T&M, fixed-price, dedicated team) are not detailed on the public site.
What integrations does Routine Automation handle?
They integrate Salesforce with payment processors (PayPal, Stripe, Square), ERPs (SAP, Oracle, NetSuite), e-commerce platforms (Shopify, Magento, BigCommerce, WooCommerce), marketing tools (Pardot, Marketo, Mailchimp), CMS (WordPress, Drupal, Sitecore, SharePoint), analytics (Power BI, Tableau, QlikView), communication (Slack, Teams, Zoom), project management (Monday.com, Asana, Jira), HRM (Workday, BambooHR), and MuleSoft for API management.
Who are some of Routine Automation's clients?
Named clients include Penn Engineering & Manufacturing Corp., E.ON One, Profil (automotive), and Neova (renewable energy/industrial). They also serve online gambling, business consulting, boat rental, and fuel companies. Case studies cover Field Service Lightning implementation, Revenue Cloud migration, and MuleSoft data integration.
What certifications and recognitions does Routine Automation hold?
They are a certified Salesforce Partner and HubSpot provider. The team includes engineers with Platform Developer, CPQ, Admin, and AI Associate certifications. Routine Automation appears on Clutch's Top 1000 Consulting Firms list and has been recognized as a Top Salesforce Company and Top CRM Consulting Company. Their Clutch rating is 4.9 stars (10 reviews); AppExchange rating is 4.9 (17 reviews).

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