Case Studies

Outcomes That Speak for Themselves

Every project we take on is measured by one thing: did it make the business better? Here's a selection of work we're proud of.

Education Cloud

Education

University Consortium

Education CloudOmniStudioData Migration

The Challenge

A regional university network was managing student lifecycle across five disconnected systems, leading to data silos and poor enrollment conversion.

The Outcome

Deployed Education Cloud with unified student journey tracking, reducing enrollment processing time by 60% and improving advisor productivity by 40%.

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CPQ / Revenue Cloud

Professional Services

Enterprise SaaS Provider

CPQRevenue CloudSalesforce Flow

The Challenge

A fast-growing SaaS company was managing quotes in spreadsheets, causing revenue leakage, inconsistent pricing, and a 3-week average quote turnaround.

The Outcome

Implemented Salesforce CPQ with custom pricing rules, approval workflows, and CRM integration — reducing quote time from 3 weeks to 2 days.

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Experience Cloud

Financial Services

Financial Services Group

Experience CloudIntegrationsApex & LWC

The Challenge

A financial services group needed a branded self-service portal for clients to access account data, submit service requests, and interact with advisors.

The Outcome

Delivered a fully integrated Experience Cloud portal with real-time account data, SSO authentication, and a 4-week implementation timeline.

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Salesforce Integrations

Manufacturing

Global Manufacturing Group

Salesforce IntegrationsPlatform EventsApex & LWC

The Challenge

A multinational manufacturer had Salesforce Sales Cloud and SAP running in complete isolation — sales reps had no visibility into inventory, order status, or invoicing without switching systems.

The Outcome

Built a real-time bidirectional integration between Salesforce and SAP using REST APIs and Platform Events, giving sales teams live inventory and order data inside Salesforce. Manual data entry dropped by 85%.

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Sales Cloud

Financial Services

Mid-Market Insurance Broker

Sales CloudSalesforce FlowReports & Dashboards

The Challenge

A rapidly growing insurance brokerage was managing their entire sales pipeline in spreadsheets and email. No pipeline visibility, no forecasting, and a high-performing sales team with no consistent process.

The Outcome

Delivered a full Sales Cloud implementation with custom opportunity stages, automated lead routing, activity tracking, and executive dashboards. Pipeline visibility went from zero to real-time within 8 weeks.

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Service Cloud

Retail & Ecommerce

National Retail Group

Service CloudOmni-ChannelSalesforce FlowKnowledge

The Challenge

A national retailer's contact centre was handling thousands of weekly cases across email, phone, and chat with no unified view — agents were context-switching across four systems per case.

The Outcome

Implemented Service Cloud with omni-channel routing, a unified agent console, automated case classification via Flow, and a self-service knowledge base. Average handle time reduced by 35%, CSAT scores up 22%.

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Integration Architecture

Healthcare

Healthcare Services Provider

Health CloudAPI IntegrationsChange Data CaptureApex

The Challenge

A healthcare services organisation needed Salesforce Health Cloud to communicate with three separate clinical systems, a billing platform, and an external referral network — with strict data governance requirements.

The Outcome

Designed and built a middleware-based integration hub connecting all five systems to Salesforce via MuleSoft-compatible REST APIs and Change Data Capture. Full audit trail maintained; zero compliance issues at go-live.

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