CRM Case Studies

Case study on computer software company leveraging Salesforce Sales Cloud to enhance sales performance and data management.

Case Study – Computer Software

Salesforce Sales Cloud Industry Advertising & Marketing Project Duration 18 Months Users 250 Products Used Sales Cloud Pain Point Solutions Customer struggled with low user adoption, poor data quality which resulted in ability to forecast. Developed a strategy through user interviews to improve user adoption. simplified overall processes. No Single source of Truth; data spread […]

Visual representation of streamlined sales operations through Salesforce integration, improving efficiency and collaboration.

Streamlining Sales Operations: Salesforce Integration Case Study

Industry HR & Staffing Project Duration 5 Months Users 150 Products Used Sales Cloud TCRM Overview The client is a technology firm renowned for its innovation. They approached Salesforce Integration with a dual intent: to centralize sales operations and harness the full potential of a unified technology stack.  Like many enterprises navigating the digital ecosystem, […]

Illustration of digital education transformation featuring Salesforce Community Cloud, CPQ, Service Cloud, and HubSpot integration

Case Study – Digital Education

Salesforce Community Cloud, CPQ, Service Cloud, HubSpot. Industry Education Project Duration 12 Months Users 230 Products Used Sales Cloud Experience Cloud CPQ Pain Point Solutions Customer had complex Pricing and discounting rules that complicated the quote process. Implemented Salesforce CPQ to handle complex pricing structure and auto renewals. Needed a self-service portal for teachers/parents to […]