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, ARRIVE, and Salesforce into a single workflow
Automated lead creation, loan conversion, and data synchronization
Implemented 360 SMS for borrower updates and milestone communications
Improved pipeline visibility with real-time loan tracking and reporting
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
