SKOPE is a premium commercial refrigeration manufacturer operating across New Zealand, Australia, and offshore markets. Their sales and service environment is inherently complex, with layered pricing structures, product and availability rules, promotions, and customer-specific logic that had become increasingly difficult to manage as the business scaled.
Before the project, SKOPE was operating across a growing number of systems and manual processes that weren’t well connected. This created friction for dealers, customers, and internal teams, and limited the business’s ability to move quickly.
The goal of the project was to build a system on top of Salesforce CRM that connected their ERP and other core platforms — creating a more efficient, scalable foundation while enabling new commercial opportunities for the future.
As a manufacturer — and having already designed SKOPE’s website — we saw this as the right moment to double down on design systems and take a headless approach. SKOPE operates with complex pricing, business logic, shipping rules, and promotions that directly influence calculations and sales workflows. When these variables change, they can have a material impact across systems. Our focus was to identify these critical areas and abstract them into reusable formulas and libraries, resulting in a set of core business tools built directly into Salesforce.
A headless architecture made sense because the dealer portal is a gateway to far more than Salesforce alone. It needed to integrate cleanly with ERP systems, energy data platforms, SharePoint, and other software used across the business.
With an engineering-led approach, we found the right balance between automation and bespoke development — generalising logic where it made sense, while preserving flexibility where the business needs to adapt. This created a scalable foundation that supports change without introducing fragility or rework.
Salesforce sits at the core of the mySKOPE platform. It acts as the single source of truth for customer data, bringing together information from across the business and providing the structure needed to model complex relationships. Its strengths in data capture, categorisation, automation, and workflow orchestration allowed us to centralise logic and build reliable processes that scale with the business.
The work with SKOPE is ongoing. The next phase focuses on extending the dealer portal to support additional business processes and deeper automation, further streamlining operations and unlocking new value across sales, service, and operations.
