Customer success

Outcomes we actually shipped.

Real Salesforce engagements across dozens of industries — from AI infrastructure and FinTech to utilities, healthcare, manufacturing, and hospitality. Each one started with a platform that could not keep up and ended with a single system of record.

33 studies

EdTech / Education Services

Experience Cloud · Sales Cloud · Marketing Cloud Next

College-Admissions Provider

A student portal in Phase 1 became a full platform migration off legacy CRM onto Salesforce.

Online Prediction Markets / FinTech

Sales Cloud (multi-org)

Hypergrowth Prediction-Market Platform

Salesforce turned into a money-out engine, automating contract-to-payment tracking that used to live in spreadsheets.

Wealth Management / RIA

Financial Services Cloud

Wealth Management Firm

A solo advisory practice, rebuilt on one Financial Services Cloud platform with custodian and portfolio data in a single view.

Technology, AI compute and GPU cloud

Sales Cloud

AI Compute Cloud Provider

An AI compute cloud provider stood up a structured Sales Cloud pipeline in under six weeks, replacing ad hoc tracking with a single, prospect-rich system of record.

Flooring and construction supply, retail and distribution

Sales Cloud

Regional Flooring and Construction Supply Distributor

A Missouri flooring and construction supply distributor moved off an aging desktop CRM and onto Sales Cloud in under a month, giving its sales team one organized view of accounts, leads, and deals.

Pro audio equipment manufacturing

Service Cloud

Pro Audio Equipment Manufacturer

A Texas pro audio manufacturer moved customer and technical support off a shared inbox into Service Cloud, with structured cases, queues, and SLA tracking.

Architectural lighting design, sales, and procurement

Sales Cloud

Architectural Lighting Design & Procurement Firm

A lighting design and procurement firm relaunched a stalled Salesforce on a simplified project-sales model, with RFQ forms auto-creating opportunities and multi-bid tracking built in.

Marketing agency for law firms

Sales Cloud · Service Cloud

National Legal Lead-Generation Agency

A national marketing agency connecting consumers with law firms unified intake and sales on Salesforce to route more leads to the right attorneys, faster.

Marine and industrial equipment supplier and rental services

Sales Cloud

Growing Marine Equipment Supplier

A growing marine and industrial equipment supplier rebuilt its Sales Cloud foundation to clear inflated pipelines and restore trustworthy revenue forecasting across a large sales team.

Consumer electronics distribution and remarketing (reverse logistics)

Sales Cloud

Multi-Brand Consumer Electronics Distributor & Remarketer

A multi-brand consumer electronics distributor and remarketer consolidated sales onto Sales Cloud with a SKU upload process, replacing disconnected tools and giving reps a single view of opportunities across thousands of products.

Business advisory, startup and growth consulting

Sales Cloud

Professional Services Firm

A Utah business advisory firm that helps entrepreneurs launch and grow stood up Sales Cloud from the ground up and connected it to self-scheduling, so booked meetings flowed straight into the pipeline instead of living in disconnected tools.

Media, radio broadcast production and station imaging

Sales Cloud

Boutique Radio Production Studio

A Washington radio imaging and production company turned a cluttered Sales Cloud org into a clean, repeatable pipeline, giving its team one trusted view of every station deal.

Lighting and electrical products, manufacturers representative

Sales Cloud Pro Suite

North Carolina Lighting & Electrical Products Sales Rep Firm

A North Carolina lighting and electrical products sales rep firm moved off spreadsheet-based customer tracking onto Sales Cloud, then added account categorization and meeting reporting that gave its owners a single view of field activity across two states.

Retail, medical uniforms and scrubs

Sales Cloud

National Medical Apparel & Scrubs Retailer

A national medical apparel retailer extended its B2B Salesforce org to launch a unified Retail sales platform.

Urban infrastructure security, public works technology

Sales Cloud

California Urban Infrastructure Security Innovator

A California urban infrastructure security company digitized a dual-track sales process for state transportation projects, moving lead intake, quoting, and contract execution onto Sales Cloud with DocuSign.

Hospitality, events and catering venues

Agentforce · Einstein Activity Capture

New York and New Jersey Events & Catering Venue

A New York and New Jersey events and catering venue deployed an Agentforce AI agent to respond to every inquiry instantly and convert more inquiries into booked tours.

Environmental commodity and carbon markets

Experience Cloud

Global Environmental-Commodity Markets Operator

An environmental-commodity markets operator launched a branded Experience Cloud portal that gives customers secure, controlled access to legal documents and shared files without exposing them to copy or download.

Financial services / jewelry-secured lending

Marketing Cloud

National Jewelry-Secured Lender

A national specialty asset-backed lender dramatically reduced first response time on inbound loan inquiries by deploying Agentforce service and SDR agents alongside SMS digital engagement.

Electric utility cooperative

Sales Cloud · Experience Cloud

Large Electric Utility Cooperative

A Texas member-owned electric cooperative consolidated fragmented member and developer interactions into a single CRM, significantly reducing new-service request cycle time.

Workplace Compliance and HR E-Learning SaaS

Sales Cloud

Mid-Market Workplace Compliance E-Learning SaaS Provider

A workplace-compliance e-learning SaaS provider rebuilt its Salesforce revenue architecture and layered on AI-driven sales support, replacing a fragile opportunity-based model with modular contract and license tracking.

Residential Roofing and Remodeling (Home Improvement)

Sales Cloud · Marketing Cloud

Multi-Location Residential Roofing and Remodeling Contractor

A multi-location roofing and remodeling contractor replaced a patchwork of spreadsheets and a legacy dialer CRM with a single Salesforce system that enforces ownership and SLAs across the entire lead-to-install lifecycle.

Fire protection / sprinkler contractor

Sales Cloud

Regional Fire Protection Contractor

A fire protection contractor overhauled a cluttered Salesforce org into a secure, division-aware system with a structured lead process and trusted reporting.

Investment / capital firm

Sales Cloud

Investment Capital Firm

An investment capital firm cleaned up a long-tenured Salesforce org and put an Agentforce agent into production.

Consumer Goods, Leather Goods Manufacturing and Distribution

Service Cloud · Sales Cloud

Multi-Brand Leather Goods Manufacturer and Distributor

A multi-brand leather goods manufacturer and distributor replaced more than twenty shared inboxes with a single Service Cloud command center, giving every brand structured case management and real-time order context.

AI voice and real-time speech technology

Experience Cloud

Growth-Stage AI Speech-Technology Company

A growth-stage AI speech-technology company launched a self-service partner portal that cut partner onboarding time from 3 weeks to under 5 days.

Specialty and rare-disease pharmacy

Sales Cloud (Enterprise)

Specialty Rare-Disease Pharmacy

A specialty pharmacy moved business development tracking off spreadsheets into Salesforce Enterprise, giving leadership real-time pipeline visibility.

Music and live concert production

Sales Cloud

Classical Concert Production Company

A concert production company replaced manual quote spreadsheets with Salesforce CPQ, syncing pricing to QuickBooks in one workflow.

AI and data-security SaaS

Sales Cloud · Data Cloud

Growth-Stage Data-Security SaaS Company

A data-security SaaS company rebuilt its Sales Cloud around a structured ARR framework and selected DealHub CPQ to standardize subscription quoting and renewal management.

Manufacturing, flexible packaging

Sales Cloud · Marketing Cloud Growth · Data Cloud

Mid-Market Flexible Packaging Manufacturer

A mid-market flexible packaging manufacturer accelerated its quote-to-order cycle after unifying sales, marketing, and ERP data on Salesforce.

Consumer goods, premium hair care

Service Cloud · Marketing Cloud Growth

Global Premium Hair-Care CPG Brand

A global premium hair-care CPG brand improved customer satisfaction scores after optimizing its support operations on Salesforce Service Cloud.

Sports, golf simulators and entertainment

Service Cloud

Global Golf Simulation & Entertainment Brand

A global golf simulation and entertainment brand lifted survey response rates and gained a real-time CSAT and NPS view across every venue.

Enterprise project-portfolio-management (PPM) software

Sales Cloud

Enterprise Project-Portfolio-Management Software Vendor

An enterprise project-portfolio-management software vendor replaced ad hoc Sales Cloud workarounds with automated notifications, improved reporting, and cross-object activity tracking, giving its global sales team a cleaner, more reliable selling environment.

Medical device manufacturing (orthopedic and post-operative foot care)

Sales Cloud

Global Orthopedic Foot-Care Device Manufacturer

A global orthopedic foot-care device manufacturer unified sales activity and ERP order data in Salesforce, giving reps a complete account view and a measurable, repeatable outreach process.

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