Overview Who couldn’t use a little extra help? That’s the promise of agentic AI: building autonomous AI agents that can perform tasks for people. A rapidly growing services organization was happy with their Salesforce-based project management application but was feeling growing pains around reporting and monitoring. As the project portfolio expanded, managers found it increasingly […]
Overview Project managers often need information fast. Daily huddles, one-to-one meetings, and weekly scrums require instant access to information. For a leading services organization, Salesforce provided a stable, ready source of data, yet it required multiple login steps and a desktop to access the data. Project managers need it on the fly, but the system […]
Our client, a leading firm in the government and technology sector, struggled with ever-increasing licensing fees from third-party AppExchange apps. Crucial data from separate databases and websites lived outside of their Salesforce environment, leading to missed opportunities. Every workflow adjustment resulted in costly customization fees and delays. The company desperately needed help ensuring clean, […]
Chances are good that many of this client’s products are in your medicine cabinet today. Spun off from a major healthcare brand in the mid-2020s, this major healthcare brand is now the world’s leader in direct-to-consumer health products. They serve over one billion people annually, and manage and intricate global ecosystem of suppliers and vendors. […]
Overview In many organizations, managing multiple deals simultaneously requires careful coordination of several critical deadlines. Proposal submissions, Request-for-Proposal (RFP) timelines, internal planning milestones, and final decision dates all play a key role in determining deal success. For one organisation handling a high volume of deals each month, tracking these deadlines became increasingly challenging. Important dates […]
Overview A U.S.-based leader in laser technology serving industries such as aerospace, defence, and life sciences wanted to modernize its marketing and lead engagement processes. While the company was known for its advanced products, its marketing and lead management processes relied heavily on manual workflows and disconnected tools. This created delays in responding to prospects […]
Client Overview The client is a fast-growing equipment rental and sales company. It operates in a complex commercial environment. Most deals include a mix of rentals, direct sales, and product-based agreements. As the business expanded into new product lines, deal volume increased. The manual quotation process could not keep up. What once worked at a […]
Overview: We built a comprehensive city services management software using Salesforce to help cities across the United States efficiently manage and resolve everyday civic issues. The platform is designed to act as a single, centralized system where residents can report problems, track their status, and receive timely updates, while city service teams can manage requests […]
Client Overview Our client is a well-established provider in the hardwood lumber industry. They offer a wide range of high-quality hardwood products through a family of trusted brands. With decades of experience, the company focuses on making the hardwood buying process simple, reliable, and efficient. Their strong product expertise, dependable supply chain, and service-first approach […]
Client Overview This company is a global leader in laser technology. Their advanced laser systems are used in aerospace, defense, healthcare, and scientific research. These lasers cover a wide range of light—from ultraviolet to infrared—and are known for being powerful, precise, and adaptable. The company works closely with scientists, engineers, and government agencies to support […]