In this episode, Bradley sits down with Dave Moudy, creator of Portwood, a completely free, natively built Salesforce document generation app that is now ranked number 12 on the Agent Exchange globally. Dave walks us through the full origin story, from a lead generation idea at a consulting firm to a growing business with over 1,200 installs and 10 to 20 new leads coming in daily.
If you have ever thought about building your own app, or if you just need a free, powerful document generation tool in your Salesforce org, this one is for you.
Timestamps:
0:45 - Introduction and What Portwood Does
4:10 - The Origin Story: Where the Idea Came From
8:26 - From Passion Project to Business: The Consultancy Chapter
19:02 - Intellectual Property and Leaving the Consultancy
24:22 - Getting Approved on the Agent Exchange
35:08 - Pricing a Free App and the Business Model Behind It
45:00 - AppExchange Amplified and Community-Led Marketing
57:55 - Scaling the Business: Hiring, Mindset, and Thick Skin
Links and Resources:
Dave Moudy/Portwood LinkedIn: https://www.linkedin.com/company/portwoodllc
Portwood Website: https://portwood.dev/
AgentExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=5a580bd8-2745-41e5-b62c-c495957857d3
Talent Stacker:
https://talentstacker.com/appexchange-amplified-application/
https://talentstacker.com/appexchange-amplified-talent-show-building-a-real-world-salesforce-pdf-solution-with-portwood-docgen/
