Case Studies
A behind-the-scenes look at the problems we’ve solved, the stories we’ve built, and the impact we’ve made alongside our clients.
Logistics
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EdTech
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Nonprofits
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FinTech
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Healthcare
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SaaS
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Logistics ✳︎ EdTech ✳︎ Nonprofits ✳︎ FinTech ✳︎ Healthcare ✳︎ SaaS ✳︎
12 case studies
Native Salesforce Accounting & Banking Automation
Partnered with a leading AppExchange ISV to deliver native Salesforce accounting, banking automation, and project financial workflows.
Read full case study →Maintenance & Enhancement Across Full Suite of Apps
Long-term enhancement and maintenance support for Salesforce AppExchange ISVs across memberships, events, and payments.
Read full case study →Salesforce Revenue Cloud Membership Management
Automated membership freezes, resumes, and renewals with SF Revenue Cloud, eliminating spreadsheet tracking and billing disputes.
Read full case study →No-Code Healthcare Credentialing & PSV Software
Verifiable enables healthcare teams to run automated, real-time primary source verifications directly inside Salesforce.
Read full case study →Closing Data Gaps to Protect Marketing Pipeline Credit
RevOps teams close missing Salesforce lead source and contact role gaps to protect marketing pipeline credit and attribution.
Read full case study →SMS & Rich Media Connector for SFMC
An AppExchange connector to bring native SMS, rich media, and templated texting to Salesforce Marketing Cloud Journey Builder.
Read full case study →Behavioral Engagement Engine Using SFMC
An insurance company used Salesforce Marketing Cloud to transition to a dynamic, behavioral engagement engine.
Read full case study →Solving Lead Fragmentation with Unified Scoring & Identity
Microsoft Solutions Partner eliminated lead fragmentation using a unified MCAE/Pardot scoring and grading model.
Read full case study →Advanced SFMC Bot Filtering & Personalization
Eliminated unreliable bot traffic using SQL filtering and delivered AMPscript-driven personalization and scoring for investors.
Read full case study →Zero-Touch Subscription Automation with 100% Accuracy
Automated subscription lifecycles and 90-day renewal triggers with HubSpot custom-coded actions.
Read full case study →Manual Operations to a 24/7 Automated Ecosystem
Migrated to Salesforce + HubSpot architecture, enabling 20+ automated journeys and real-time data sync.
Read full case study →Transforming Compliance Operations with Workato Orchestration
Designed an event-driven integration framework that enabled coordination between Salesforce, Workato, and an AI-powered EDD provider.
Read full case study →Enterprise Voice Agents by Concretio
AI voice agents integrated with CRM and HRMS systems to automate candidate screening and improve business workflows.
Read full case study →