Category: Services

Streamlining Onboarding and Sales for a Global Marketplace Platform

Streamlining Onboarding and Sales for a Global Marketplace Platform Industry: Local Services / Marketplace Platforms Background Goals Implementation Impact Technology Stack 40% faster onboarding and time-to-sell ~30% increase in sales rep productivity 25% higher conversions through better lead prioritization Background Our client, a leading global marketplace platform, manages onboarding and [...]

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Driving 20% Higher Customer Retention with Connected Sales and Billing

Driving 20% Higher Customer Retention with Connected Sales and Billing Industry: Financial Services Background Goals Implementation Impact Technology Stack 20% improvement in customer retention 30% reduction in meeting coordination time 25% reduction in manual effort and errors 15% increase in customer satisfaction Background Ryan is a global tax services and [...]

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50% Faster Lead-to-Quote Process with CPQ

50% Faster Lead-to-Quote Process with CPQ Industry: Cybersecurity Background Goals Implementation Impact Technology Stack 50% faster lead assignment 35% increase in sales efficiency 40% improvement in user adoption Background Arctic Wolf Networks is a leading cybersecurity company specializing in threat detection and response.As their customer base grew rapidly, their sales [...]

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Accelerating Proposal Creation from Hours to Seconds

Accelerating Proposal Creation from Hours to Seconds Industry: Field Service and Residential Technology Background Goals Implementation Impact Technology Stack 90% faster proposal and quote creation ~20 plans configured per day 100% of external document tools eliminated for proposal creation Background e4 Control Systems is a home technology company delivering smart [...]

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90% Faster Work Order Creation Using Schedulynk

90% Faster Work Order Creation Using Schedulynk Field Service and Residential Technology Background Goals Implementation Impact Technology Stack 90% faster work order creation 20× increase in daily operational throughput 2,800+ work orders processed since go-live Background e4 Control Systems is a home technology company delivering smart automation, security and entertainment [...]

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How CIRM Built a Single Source of Truth for Grants Administration

How CIRM Built a Single Source of Truth for Grants Administration Industry: Public Sector Healthcare Background Goals Implementation Impact Technology Stack 28,000 applicant records cleaned, deduplicated and unified 7,800 historical grant applications migrated with full data integrity 100% of applicant emails automatically converted into cases Background The California Institute for [...]

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Reducing Customer Churn by 20% using Agentforce and Predictive AI

Reducing Customer Churn by 20% using Agentforce and Predictive AI

Reducing Customer Churn by 20% using Agentforce and Predictive AI Industry: Real Estate Background Goals Implementation Impact Technology Stack 20% reduction in customer churn through early risk detection ~75% accuracy in predicting at-risk accounts before disengagement Background A leading real estate service provider operates a high-volume, service-driven business where customer [...]

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Accelerating Pipeline Growth with Salesforce Sales Cloud + Agentforce

Accelerating Pipeline Growth with Salesforce Sales Cloud + Agentforce Industry: Cybersecurity Background Goals Implementation Impact Technology Stack 64k leads deduplicated and cleaned for migration 25% open rate achieved with AI-optimized sequences 7.5% CTR achieved exceeding campaign benchmarks Background Axiad is a fast-growing cybersecurity company providing identity and access management solutions [...]

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Proactive Customer Risk Management in Salesforce

Proactive Customer Risk Management in Salesforce Industry: Legal Technology Background Goals Implementation Impact Technology Stack 15–25% reduction in churn risk by identifying negative sentiment 30–60 days earlier 20–30% improvement in account prioritization efficiency 25–40% reduction in manual analysis effort across teams Background A leading AI-powered legal technology company serves enterprise [...]

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Building a Scalable Student Employment Platform with Salesforce

Building a Scalable Student Employment Platform with Salesforce Industry: Nonprofit Background Goals Implementation Impact Technology Stack 2× faster review and approval cycles through automated access ~40% increase in portal logins across students, teachers and employers Background Careers Next is a nonprofit organization supporting students across Alberta in finding jobs and [...]

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