The client is a global leader in anti-financial crime and fraud detection technology, operating a proprietary fraud intelligence platform integrated with Salesforce across financial institutions worldwide. As their go-to-market strategy expanded to include External Distribution, Internal Distribution, and Technology/Data Integration alliance partners, they needed a unified partner collaboration platform — built entirely within their existing Salesforce environment, without touching a single automation or disrupting the live fraud intelligence data flows underpinning their core operations.
In this case study, you’ll learn how we:
Reviewed the full Salesforce org architecture and designed a zero-disruption sharing model
Configured an Experience Cloud Partner Portal with role-based access and partner type segmentation
Exposed Leads, Opportunities, and Opportunity Products with configurable access controls per partner type
Enabled view-only, auditable access to approved sales decks, PDFs, videos, and webinar recordings
Deployed Chatter for threaded partner collaboration and Salesforce Calendar for event visibility
Configured 15 bespoke reports and 4 dashboards with full fraud intelligence data isolation enforced throughout
Delivered a fully operational partner portal in 6 weeks with a lean team of five and zero production disruption
The client is a global capital markets technology leader operating mission-critical exchange infrastructure and market surveillance platforms, with many active Salesforce users across North America. Despite an annual licensing spend of over $2.4 million on Salesforce Unlimited, the organization made zero use of native Sales Cloud or Service Cloud functionality – the entire platform had been repurposed as an engineering governance and SDLC tracking system built on 68 custom objects. Leadership had never formally reviewed the spend against actual usage, and needed a clear, evidence-based strategy with full cost modelling to make a defensible decision on the path forward.
In this case study, you’ll learn how we:
Audited Salesforce Unlimited users with zero CRM functionality in active use
Mapped all 68 custom objects to Jira equivalents and confirmed migration feasibility
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 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 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
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
