The client is a public works outreach provider that supports contractors and agencies with Good Faith Effort documentation. The team connects with certified small and diverse businesses, maintains updated directories, and needs one place to manage notices, solicitations, telecalling, certified firm searches, calendars, and bid paperwork.
In this case study, you’ll learn how we:
Chose CodeIgniter for speed, MVC structure, and efficient memory usage
Built dashboards that logged opportunities, outreach steps, and paperwork status
Enabled precise searches across continuously updated certified firm directories
Added package setup with telecalling support and activity logs
Exposed engagement data so teams viewed progress and ROI in one place
The client is a sales enablement SaaS that helps revenue teams capture and use best-practice content, tactics, and playbooks in one workspace. They want this guidance to live where sellers work every day. The goal is simple. Keep users in Salesforce, surface stage-by-stage coaching on Opportunities, and make setup easy for admins.
In this case study, you’ll learn how we:
Integrated SalesGrid with Salesforce for real-time data sync
Delivered a managed package with configuration, schema, automations, reports, and dashboards
Built LWCs to show Opportunity sub-stages and to manage integration settings in Salesforce
Standardized data models and permissions to keep records clean and secure
The customer is a marketplace that connects sellers of used motorcycles, ATVs, dirt bikes, and side by sides with buyers. They faced slow, manual lead handling. Lead fields did not auto-update when customers submitted vehicle details, and teams sent emails and texts by hand, which delayed responses and introduced errors.
In this case study, you’ll learn how we:
Embedded the remote assistant with Lightning-safe components and approved connectivity
Enabled agents to send SMS invites, open secure session links, and assist directly from the Case
Logged images, recordings, and timestamps to each Case for audit and follow-ups
Delivered one consistent flow for both Sales Cloud and Service Cloud
The client is a tech-enabled talent, training, and automation provider serving mid-market and enterprise teams, delivering role-based training, vetted talent, and automation accelerators to streamline operations and improve customer experience. They had a fragmented experience across partners, customers, and internal users, inconsistent branding, and multi-step buying, so they needed a branded community portal with role-based areas and a simple shopping cart to keep users in one place.
In this case study, you’ll learn how we:
Designed a branded community portal that matched the public site’s look and feel
Created distinct areas for partners, customers, and internal users with role-based access
Built a shopping cart so customers could add items and continue without leaving the portal
Simplified navigation and content discovery to boost engagement
The client is a mortgage provider focused on fast, transparent lending for purchase and refinance borrowers. They run lean teams and depend on clean data and timely borrower updates to move files forward. They had struggled with manual lead handling, duplicate data entry across Jungo, ARRIVE, and Salesforce, and inconsistent steps from lead to loan that slowed responses and created errors.
In this case study, you’ll learn how we:
Integrated Jungo and ARRIVE with Salesforce to create a single source of truth
Automated contact creation, lead creation, and conversion to loan at the right stage
Set up real-time sync so updates in one system appeared in the others
Implemented 360 SMS and email automations for confirmations, reminders, and missing info
A mid-sized SaaS provider wanted to integrate visual remote assistance into Salesforce Service Cloud so agents could start and manage live video support from within Salesforce Lightning. The team needed a secure, Lightning-compatible setup to embed a remote support app in Salesforce Service Console, reduce context switching, and maintain complete session history on each Case. The goal was faster resolutions, fewer site visits, and a better customer experience.
In this case study, you’ll learn how we:
Enabled a secure Salesforce AppExchange third-party app embed
Let agents send a Salesforce SMS session link from service case records
Improved Salesforce Service Cloud case management video support with case-linked session logs
Built Salesforce Service Console customization for B2B SaaS across both clouds
The client runs a global conversational AI platform. They needed a clear review of their Salesforce environment to validate controls, uncover risks early, and strengthen Salesforce security review AI application compliance without slowing daily operations. The goal was to improve readiness through Salesforce org security audit consulting and support a cleaner Salesforce AppExchange security review ISV posture.
In this case study, you’ll learn how we:
Reviewed authentication, access, data protection, and integrations end-to-end
Identified vulnerabilities and built a prioritized fix plan to reduce risk by 43%
Aligned org settings to Salesforce guidelines and strengthened Salesforce org security hardening least privilege practices
Re-tested changes to help achieve 92% stronger security readiness and 2.6x faster review preparation
A Fortune 500 consumer goods leader needed a simple way to capture interest locally while keeping sign-up data clean and actionable in one place. The team needed SFMC localized landing pages by region, direct data capture into Salesforce Marketing Cloud, and a clear post-conversion path that confirmed the action and guided users to relevant next steps.
In this case study, you’ll learn how we:
Launched nine localized registration pages aligned to language and market context.
Built a Salesforce Marketing Cloud multi-country campaign setup for streamlined lead capture.
Captured all submissions directly into a dedicated Marketing Cloud data extension.
Enabled SFMC CloudPages regional audience segmentation for faster reporting.
Improved the post-conversion experience with a thank you page.
The customer is a premier executive events and peer-to-peer marketing firm, faced a critical challenge, data syncing issues between Salesforce Sales Cloud and Pardot that disrupted campaigns and left crucial customer insights incomplete.
In this case study, you’ll learn how we:
Pinpointed the sync errors and reduced inconsistencies by over 95%
Standardized fields across systems to ensure accurate and real-time customer data
Restored smooth Salesforce-Pardot synchronization to support smooth campaign execution
Helped Apex Assembly eliminate manual fixes and accelerate marketing efficiency
