Customer Stories

Discover how our e-commerce solutions have transformed companies across industries, driving growth and innovation.

Modern amenities provider

Challenge

Sales and onboarding worked in silos, creating manual handoffs and gaps in client visibility.

Solution

Implemented a unified workflow in Salesforce Service Cloud, integrating sales and post-sale processes through automation and intelligent routing to ensure smooth transitions.

Result

A seamless, end-to-end client experience with faster onboarding and full lifecycle visibility. Reduced onboarding time by 35%, eliminated manual handoffs, and gave leadership full visibility into client progress from sale to activation.

Modern amenities provider

Challenge

Sales and onboarding worked in silos, creating manual handoffs and gaps in client visibility.

Solution

Implemented a unified workflow in Salesforce Service Cloud, integrating sales and post-sale processes through automation and intelligent routing to ensure smooth transitions.

Result

Modern amenities provider

Challenge

Sales and onboarding worked in silos, creating manual handoffs and gaps in client visibility.

Solution

Implemented a unified workflow in Salesforce Service Cloud, integrating sales and post-sale processes through automation and intelligent routing to ensure smooth transitions.

Result

Top B2B Mortgage TPO

Challenge

Sales and marketing lacked a shared view of pipeline and performance metrics.

Solution

Designed interactive dashboards that visualize pipeline health, campaign engagement, and sales performance in real time.

Result

Teams now share a common lens into funnel activity—empowering leaders to align strategy, optimize spend, and make informed decisions grounded in reliable data.

Top B2B Mortgage TPO

Challenge

Sales and marketing lacked a shared view of pipeline and performance metrics.

Solution

Designed interactive dashboards that visualize pipeline health, campaign engagement, and sales performance in real time.

Result

Teams now share a common lens into funnel activity—empowering leaders to align strategy, optimize spend, and make informed decisions grounded in reliable data.

Top B2B Mortgage TPO

Challenge

Sales and marketing lacked a shared view of pipeline and performance metrics.

Solution

Designed interactive dashboards that visualize pipeline health, campaign engagement, and sales performance in real time.

Result

Teams now share a common lens into funnel activity—empowering leaders to align strategy, optimize spend, and make informed decisions grounded in reliable data.

Great Lakes region leader in dining and beverage

Challenge

CRM Vendor Rep was pushing for a quick renewal that would have increased cost, they were not sure what to do besides take their word for it.

Solution

Reviewed actual usage along with what they had purchased already against what they were being sold at renewal to align a renewal strategy. Provided experience and strategy guided conversations.

Result

Team saved $100,000 on a multiyear contract, which was a 25% reduction compared to what they were going to sign the day before we worked together.

Great Lakes region leader in dining and beverage

Challenge

CRM Vendor Rep was pushing for a quick renewal that would have increased cost, they were not sure what to do besides take their word for it.

Solution

Reviewed actual usage along with what they had purchased already against what they were being sold at renewal to align a renewal strategy. Provided experience and strategy guided conversations.

Result

Team saved $100,000 on a multiyear contract, which was a 25% reduction compared to what they were going to sign the day before we worked together.

Great Lakes region leader in dining and beverage

Challenge

CRM Vendor Rep was pushing for a quick renewal that would have increased cost, they were not sure what to do besides take their word for it.

Solution

Reviewed actual usage along with what they had purchased already against what they were being sold at renewal to align a renewal strategy. Provided experience and strategy guided conversations.

Result

Team saved $100,000 on a multiyear contract, which was a 25% reduction compared to what they were going to sign the day before we worked together.