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Case Study: Salesforce + ZoomInfo Integration for Lead Management
Backstory Client Company is a mid-sized B2B technology firm that specializes in providing software solutions to other businesses. As the company...
Case Study: Salesforce + SurveyMonkey Integration for Managing feedback
The Backstory The client is a growing e-commerce business with a strong focus on customer satisfaction. They recognized that feedback from customers...
Case Study: Salesforce + WhatsApp Broadcast Integration for Customers
The Backstory The client, a fast-growing e-commerce company, relied on WhatsApp for customer communication but faced major inefficiencies as they...
Case Study: QuickBooks Integration with Salesforce
The Backstory As the company experienced rapid growth, both Salesforce and QuickBooks operated well in their silos. Salesforce was the system of...
Case Study: Automating Dynamic Reports and Dashboards in Salesforce
The Backstory The client, a rapidly expanding real estate brokerage, relied heavily on Salesforce to manage listings, leads, opportunities, brokers,...
Case Study: Salesforce Financial Services Cloud Implementation
The Backstory A leading financial advisory firm managing billions in client assets faced significant challenges as it grew. While Salesforce...
Case Study: Salesforce HubSpot Sync and Reliable Lifecycle Management
Client Background The client, a rapidly growing real estate brokerage, used HubSpot for its marketing operations and Salesforce for managing sales...
Case Study: Smarter Personalization With Einstein AI in Salesforce
The Backstory Before Einstein AI entered the picture, the organization had a reasonably mature email program inside Salesforce Marketing Cloud....
Case Study: Salesforce ↔ Marketing Cloud Integration and Optimization
The Backstory The company invested in Salesforce Sales Cloud to bring structure to lead management, pipeline visibility, and revenue reporting. In...