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 agents to start and manage live video support from within Salesforce Lightning. The team needed a secure, Lightning-compatible embed, zero context switching, and complete session history on the Case. The goal was faster resolutions, fewer site visits, and a better customer experience.
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 runs a global conversational AI platform. They wanted a clear check of their Salesforce setup to confirm security controls, find vulnerabilities early, and meet Salesforce guidelines without slowing daily work.
In this case study, you’ll learn how we:
Reviewed authentication, access, data protection, and integrations end to end
Identified vulnerabilities and created a simple, prioritized fix plan
Aligned org settings and controls to Salesforce security guidelines with evidence
Re-tested changes to confirm hardened access and verified encryption
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 wanted country-specific landing pages with localized content, 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.
Captured all submissions directly into a dedicated Marketing Cloud data extension.
Segmented records by country to enable faster campaign activation and reporting.
Improved the post-conversion experience with a thank you page that increased on-site engagement.
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
