Our Services
From Strategy to Implementation — Enterprise Solutions That Work
We deliver CRM, ERP, and digital solutions that improve efficiency, support growth, and solve real business challenges.
Why Clients Choose Bonuspoint?
Business Systems that Fit
We provide Odoo consulting, Salesforce solutions, CRM cleanup, and automation services tailored to real business workflows.
Problems Solved Clearly
We fix messy data, inefficient processes, and disconnected systems so your team can work faster and with less friction.
Results You Can Feel
Clients get cleaner operations, better reporting, improved productivity, and systems that support growth instead of slowing it down.
Our Projects
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Explore a selection of projects focused on Salesforce optimization, custom application development, automation, integration, and customer engagement. Each solution is designed to solve real operational challenges and support business growth.
Salesforce Admin Cleanup & Optimizations
Challenge: messy user permissions and duplicate records
Solution: security cleanup, profile review, data quality fixes
Result: more reliable CRM and easier reporting
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Custom Salesforce App Build
Developed a custom
Salesforce
app with tailored data structure and automation to support business-specific workflows.
Challenge:
the standard Salesforce setup didn’t match the business workflow
Solution
:
custom objects, record types, page layouts, and flow automation
Result:
a tailored CRM system that better supports daily operations
Lightning UX Upgrade
Challenge: clunky screens and too many manual steps slowed users down Solution: dynamic forms, guided actions, improved layouts, and cleaner user flows
Result: faster adoption, better productivity, and a smoother user experience
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AI-Powered Salesforce Data Cloud Modeling & Segmentation Setup
Set up
Salesforce
Data Cloud modeling and segmentation to support smarter customer targeting and engagement.
Challenge:
customer data was fragmented and difficult to use for targeting
Solution:
data modeling, audience segmentation, and AI-supported customer grouping
Result:
smarter targeting, clearer insights, and more effective engagement
Salesforce CPQ Setup, Pricing Rules & Quote Automation
Set up Salesforce CPQ, pricing rules, and quote automation to support faster quoting and more accurate pricing.
Challenge: sales teams struggled with inconsistent quoting, manual pricing, and approval delays
Solution: Salesforce CPQ setup, pricing rules configuration, guided quote creation, and quote automation
Result: faster quote turnaround, more accurate pricing, and a smoother sales process
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AI-powered Salesforce Lead Automation Specialist (LinkedIn → Salesforce)
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Salesforce Scheduler Fully Set Up to Meet with Your Customers
Set up Salesforce Scheduler to support easier appointment booking and better scheduling visibility.
Challenge: customer appointment booking was fragmented and difficult to manage Solution: Salesforce Scheduler setup, availability configuration, booking flows, and calendar-based customer scheduling Result: easier appointment booking, better customer experience, and improved scheduling visibility
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Integrate Facebook Lead Ads with Salesforce (Auto Lead Capture & Routing)
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AI-powered Salesforce Consultant | Einstein Setup & AI Governance
Set up Salesforce Einstein and AI governance to support responsible AI adoption and stronger business oversight.
Challenge: teams wanted to use Salesforce AI but lacked a clear setup, controls, and governance approach Solution: Einstein feature setup, AI readiness support, governance framework, and responsible usage guidance Result: safer AI adoption, clearer business value, and better control over AI-driven processes
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AI-powered Salesforce Order-to-Cash Workflow Optimization (Sales + Ops)
More info Discuss this project
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Trusted by clients, teams, and business leaders
Derrick Tan
“Dongzhi is a top-notch professional - reliable, deeply knowledgeable, proactive and always quick to connect the dots... His Salesforce knowledge is expert-level, and his organization and flexible skill-set (he can flip easily from functional/business analyst, to a project management skill set, to a Salesforce Solution Architect skill-set) is invaluable. We will definitely hire again!” See moreSee less
Nikita Handa
“I am pleased to write this LinkedIn recommendation for Dongzhi, whom I had the pleasure of working with at Bonuspoint... Dongzhi hired me as a Business Analyst in 2018 when I had limited experience, and yet from the beginning, he showed immense faith in me. He mentored me throughout my time working with him, and I learned so much from him. Dongzhi has a wealth of experience and is someone you can look up to. He trained me in Business Analysis, Project Management, SDLC, Agile Methodology and Salesforce.com with limited handholding but was always there to answer questions with patience. He is always willing to share his knowledge and expertise, and he has a gift for explaining complex concepts in a clear and concise manner. Working with Dongzhi was truly an honor, and I owe my career success to him.” See moreSee less
Sesha Sai Chavali
“Claude (Dongzhi Yang) was my colleague for almost 3 years while working with Gates Corporation... His keen understanding of business processes, knowledge of FourthShift ERP and fluency in English coupled with his strong technical skills, work ethics and loads of patience enabled him to be a par excellence solution provider for business related issues. In my entire association with him, I never had a user approach me with a complaint of any sort, whether related to business or interpersonal relations. He was responsible for FourthShift ERP for China and Singapore locations and respective IT teams. I hope I can work with Claude again in my career.” See moreSee less
Wil Logsdail
“In walked a fresh faced young man for an interview, partially confident and very polite looking to begin a career with the engineer GKN... Within a few minutes of starting the interview I was already convinced Dongzhi (Claude) had the right attitude to join our expanding IT team in China. Within weeks of joining GKN Wheels in Liuzhou, Claude was already proving himself, rapidly building knowledge and experience supporting the implementation of our ERP system Fourth Shift and other solutions including Shopware OEE. A natural aptitude for learning and subsequently delivering against tight timescales showed great commitment to internal customer delivery. From our factory in China, Claude built his reputation and became a key conduit for communications between the UK and the Liuzhou facility. A very talented, capable and confident young man, with so much to offer.” See moreSee less
More client reviews from Upwork
Bianca
“Dongzhi is a top-notch professional-- reliable, deeply knowledgeable, proactive and always quick to connect the dots. His Salesforce knowledge is expert-level, and his organization and flexible skill-set (he can flip easily from functional/business analyst, to a project management skill set, to a Salesforce Solution Architect skill-set) is invaluable. We will definitely hire again!”
Hans and Mark
“I highly recommend Don as a Salesforce project manager. He demonstrated technical expertise and communication skills throughout our project and helped keep our team on track and motivated. Don met our expectations in every way, and I would gladly work with him again.”
More 5-star client engagements
Compact client highlights from completed Upwork projects.