The client is an educational technology organization serving schools, universities, and districts across the United States. Its stakeholders include students, guardians, administrators, and district leaders responsible for student safety, campus governance, and compliance. They needed a structured way to capture bullying incidents across campuses, support anonymous SMS-based reporting, and give administrators clear visibility into incident trends, hotspots, and repeat involvement.
In this case study, you’ll learn how we:
Enabled bullying incident reporting through 360 SMS keyword-based messaging
Auto-parsed SMS responses into structured Salesforce incident records
Captured key details such as location, description, eyewitness details, and reporter type
Configured custom Salesforce objects for centralized incident tracking
Implemented Agentforce analytics for safety summaries and trend insights
Delivered 10+ dashboards for incident trends, hotspots, and district-wide visibility
The client is a healthcare provider specializing in keloid treatment and scar removal, with consultants operating across seven U.S. regions. Patients booked consultations through the website based on location and visit preference, but the data did not flow cleanly into Salesforce. Appointment details, consultant availability, payment validation, and campaign source tracking were disconnected, making it harder to schedule accurately, process leads quickly, and understand which marketing channels were driving patient bookings.
In this case study, you’ll learn how we:
Integrated website appointment booking with Salesforce Sales Cloud
Configured consultant availability by location and schedule
Built booking logic for virtual and in-person consultations
Implemented UTM tracking for Google Ads, Instagram, Facebook, and LinkedIn
Mapped lead sources directly to Salesforce Lead records
Reduced booking conflicts, invalid payment entries, and manual scheduling effort
The client is an IT solutions and cloud services provider serving mid-market and enterprise customers. Its teams handled a high volume of customer conversations across consulting, support, and service workflows, but WhatsApp communication was happening outside HubSpot.
They needed a connected setup where every WhatsApp conversation could be captured, tracked, and managed inside HubSpot CRM, helping teams respond faster, reduce manual follow-ups, and maintain complete customer communication visibility.
In this case study, you’ll learn how we:
Integrated HubSpot CRM with WhatsApp using Meta Business API
Configured WhatsApp Business Account for structured customer messaging
The client is a financial services firm that wanted a clearer view of its Salesforce Marketing Cloud environment. They needed to assess overall platform health, improve automation workflows, and strengthen segmentation practices so campaigns could become more timely, relevant, and personalized.
In this case study, you’ll learn how we:
Reviewed the full Marketing Cloud setup, including automations, journeys, and data flows
Identified workflow gaps and optimized Automation Studio for smoother campaign execution
Evaluated Contact Builder and segmentation practices to improve audience targeting
Improved data quality and personalization across customer journeys
The customer is a global listings and capital markets organization that hosts high-visibility events for customers. Their frontline team used two different tools to request rooms and add business context, which led to duplicate submissions, slow confirmations, and no real-time visibility into available slots.
In this case study, you’ll learn how we:
Centralized booking requests from EMS and Monday.com into Salesforce
Built Lightning Web Component calendars for real-time room and slot visibility
Created a booking wizard for admins and EMS users with role-based approvals
Integrated Outlook to send automatic confirmations, changes, and cancellations
Made the calendar mobile-friendly so teams could confirm on the go
The client is a physical therapy clinic specializing in non-surgical joint pain treatments. They needed appointments and patient data to stay aligned across Salesforce Health Cloud and Elation Health. They had dealt with mismatches, duplicate updates, and no easy way to change field mappings as workflows evolved.
In this case study, you’ll learn how we:
Connected Elation Health and Salesforce with a webhook integration for near real-time appointment sync
Built a secure admin interface to add, edit, and delete field mappings without code
Documented the flows and trained staff for smooth handoff and ongoing maintenance
The client is a visual support provider that helps B2C teams guide customers over live video using augmented reality and AI assistance. Agents needed to start and manage sessions inside Salesforce. Separate tabs, iFrame blocks, and security limits in Classic and Lightning had slowed work and broken session continuity.
In this case study, you’ll learn how we:
Set up SSO to map users and secure access
Shipped an AppExchange app with quick actions for Classic and Lightning
Added a Lightning Console component using Workspace API to run sessions in-app
Configured CSP and cross-site settings to render the external dashboard in Salesforce
The customer is a manufacturing provider of parts and solutions for water, gas, fire, electrical, and HVAC systems. They serve multiple sectors and rely on accurate quotes and fast responses. They had struggled with manual lead and opportunity tracking, slow quote creation, no automation for field updates, and disconnected tools for invoicing, signatures, and meetings.
In this case study, you’ll learn how we:
Implemented Salesforce Sales Cloud to automate lead-to-quote
Used Flows to auto-update fields and keep data current
Customized quote PDFs and aligned the Contract object to the business process
Structured product and variant management on Opportunities
A Manufacturing Firm Re-Engaged 58% of Inactive Leads with Salesforce Pardot
A manufacturing brand wanted to revive inactive leads and better understand what each prospect cared about. The team needed a stronger Salesforce Pardot implementation for manufacturing, with segmented nurtures, clear scoring, and reliable tracking for external links, all connected to Sales Cloud for faster follow-ups.
In this case study, you’ll learn how we:
Segmented prospects by interest and buying intent using Salesforce Pardot segmentation list rules for a manufacturer
Built Pardot engagement studio manufacturing campaigns with emails, forms, and landing pages
Supported Pardot lead nurturing for B2B manufacturing with targeted nurture journey
Set scoring rules for Pardot lead scoring and grading for manufacturing sales
Created custom redirects to track external links and improve Pardot campaign ROI tracking
Synced qualified activity to Sales Cloud for sales-ready context
How a Packaging Company Centralized 1,200+ Event Leads in Salesforce
A flexible packaging company needed one place to record events, add attendees, create leads, and track Salesforce Sales Cloud trade show lead management from one workflow. The team was switching between sheets and calendars outside Salesforce, which slowed visibility, lead follow-up, and ROI tracking.
In this case study, you’ll learn how we:
Built a Salesforce LWC custom lead capture form for events to log event name, location, industry, dates, and attendees
Enabled lead creation on the event page and showed a live list of event-sourced leads
Reflected events on participant calendars and a central team calendar with a one-time setup
Enabled Salesforce Sales Cloud event lead attribution reporting for activity, pipeline, and ROI
