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Case Studies

We've tackled challenges for our customers across multiple industries and made Salesforce work for them.

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    • All
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    Overview

    • Manual inefficiencies hindered contractor placement.
    • Implemented streamlined contractor matching tools.
    • Enhanced productivity with automated contractor matching.

    Belay: Estimated Project

    Mobile Publisher | Professional Services

    Overview

    • Inefficient processes and imprecise revenue recognition.
    • Integrated Salesforce and automated financials.
    • Improved efficiency and financial accuracy.

    Tailorbird: Staff Augmentation

    Sales Cloud | Experience Cloud Slack | High Tech

    Overview

    • Fragmented data, inconsistent standards, tight deadlines.
    • Synchronized migration, standardized and automated processes.
    • Migrated 11,000 accounts, ensured 100% continuity.

    NSF Rainforest PO: Staff Augmentation

    Sales Cloud | Experience Cloud Commerce Cloud | Professional Services

    Overview

    • Needed unified communication and sales tracking.
    • Deployed Slack for integrated communication and tracking.
    • Boosted conversions by 30%, reduced lead time by 20%.

    Tailorbird (Slack): Estimated Project

    Sales Cloud | Slack Community Cloud | High Tech

    Overview

    • Initial Salesforce inadequacies and process misalignment.
    • Streamlined product, quoting, inventory, and delivery management in Salesforce.
    • Enhanced operational efficiency, minimized stockouts, and optimized delivery performance.

    Volta: Managed Services

    Service Cloud | Manufacturing

    Overview

    • Fragmented data collection and delayed dispatch.
    • Unified reporting and real-time tracking system.
    • Improved efficiency and accurate case reporting.

    Newark Downtown District: Estimated Project

    Sales Cloud | Business Improvement Districts

    Overview

    • Diverse goals, scattered data, missed opportunities.
    • Centralized tracking, custom fields, targeted outreach.
    • Stronger relationships, higher retention, efficient grants.

    GWP Donor Management: Managed Services

    Sales Cloud | Nonprofit

    Overview

    • Fragmented data, manual processes hindered efficiency.
    • Unified tracking, engagement monitoring, and automation.
    • Boosted efficiency, scalability, data visibility.

    GWP Program Management: Managed Services

    Sales Cloud | Nonprofit

    Overview

    • Disconnected systems, data issues, inconsistent use.
    • Integrated RingCentral, auto logging, boosted tracking.
    • Enhanced efficiency, data accuracy, user adoption.

    Miura: Estimated Project

    Service Cloud | Manufacturing

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