Case Studies

Salesforce Results That Speak for Themselves

Real outcomes from real engagements. Client details are anonymized, but the numbers aren't.

Healthcare Multi-Cloud Implementation

The Challenge

A regional health system operating across three facilities had no unified view of patient relationships, provider interactions, or referral pipelines. Their teams were working out of spreadsheets, a legacy CRM, and disparate EHR exports — resulting in missed follow-ups and disconnected care coordination.

Our Solution

We implemented Sales Cloud, Service Cloud, and Health Cloud in a phased 14-week engagement, unifying patient and provider data, automating referral tracking, and building role-based dashboards for clinical and administrative staff. MuleSoft connected the new Salesforce org to their EHR in real time.

Health Cloud Sales Cloud Service Cloud MuleSoft

Outcomes

  • 40% reduction in case resolution time
  • Unified patient data across all 3 facilities
  • Referral conversion visibility for the first time
  • Clinical and admin teams on a single platform
Financial Services AI & Agentforce

The Challenge

A mid-market wealth management firm's sales team was spending over 3 hours per day on manual data entry, CRM updates, and lead follow-up — time that wasn't being spent with clients. Their lead qualification process was inconsistent, and marketing had no visibility into what happened after a lead was handed off.

Our Solution

We implemented Data Cloud to unify customer data from five source systems, then built and deployed Agentforce agents to handle lead qualification, automated follow-up sequencing, and CRM record hygiene. Sales Cloud was reconfigured to support the new workflow, and a Revenue Intelligence dashboard gave leadership real-time pipeline visibility.

Data Cloud Sales Cloud Agentforce

Outcomes

  • 60% reduction in manual data entry time
  • 3× increase in qualified leads worked per week
  • Full marketing-to-close funnel visibility
  • Agentforce handling 70% of inbound lead qualification
Manufacturing Field Service & Integration

The Challenge

A mid-size industrial equipment manufacturer had field technicians operating without access to current inventory, warranty data, or scheduling intelligence. Dispatchers were coordinating manually via phone, first-visit fix rates were under 60%, and warranty claims were taking 2–3 weeks to process.

Our Solution

We implemented Salesforce Field Service with intelligent scheduling and mobile access, then used MuleSoft to integrate real-time inventory data from their ERP (SAP S/4HANA). Warranty claim processing was automated via flows, and technicians gained mobile access to full asset history before arriving on site.

Field Service MuleSoft Service Cloud

Outcomes

  • 35% improvement in first-visit fix rate
  • Warranty claim processing reduced from 3 weeks to 4 days
  • Real-time inventory visibility for all field techs
  • Dispatcher headcount needs reduced by 30%
Our Approach

What These Engagements Have in Common

Discovery First

Every engagement starts with a thorough discovery phase. We don't touch configuration until we understand your business, your data, and your users.

Right-Sized Scope

We push back on scope that adds cost without proportional value. Phased delivery means you see ROI sooner and can inform later phases with real-world data.

Knowledge Transfer

We don't create dependency. By go-live, your admin understands the system architecture, the design decisions made, and how to manage it going forward.

What Could We Build Together?

Tell us about your Salesforce challenge. We'll tell you what's realistic — and what's possible.

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