Case Study: Relevant Solutions triples earnings with Salesforce

Relevant Solutions triples earnings by innovating in a critical marketplace

Relevant Solutions is a Houston-based provider of diversified industrial services that keeps customers’ equipment and operations running. Formed from five entrepreneurial businesses, the company struggled with fragmented systems, manual processes, hard-copy contracts, and scattered customer data (five ERPs, 10 databases, hundreds of Outlook files), which limited visibility, efficiency, and growth.

Relevant implemented Salesforce as a single, mobile-first platform (Sales Cloud, Service Cloud, Data.com, Chatter) plus AppExchange tools (TinderBox, ServiceMax) and IoT/QR tracking to centralize data, streamline sales and service, and enable field mobility. The result: improved cross-team visibility and collaboration, faster service and proposal handling, successful roll-up of additional businesses, and growth to about $160M in revenue with earnings nearly four times their pre‑Salesforce level.

Relevant Solutions

David Duren

CEO