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Client success stories

Salesforce programs that earned CEO awards

Unified customer portals, a corporate divestiture, enterprise security and more. Our clients stay confidential, but the results speak for themselves. Here's what we delivered, and the full stories are yours on a discovery call.

Flagship ProgramsOverviewInsightsCEO awards2Programs5Clouds6+Enterprise results deliveredUnified B2B portalHealthyDivestiture tech stackHealthySecurity monitoringHealthyAd sales migrationHealthyProduct masterHealthyTwo CEO-recognized programsFull stories shared 1:1
2
CEO-recognized programs
5
Flagship enterprise programs
20+
Years running enterprise Salesforce
100%
Client confidentiality

Recognized by the CEO

Programs whose business impact was recognized at the very top of the organization.

01
CEO Award winner
Global technology company

One front door for every B2B customer

Business customers were juggling a different login and a different support system for every product line. We replaced the maze with a single Salesforce-powered portal and one sign-in. The result was recognized at the very top of the company.

Many portals and logins → one experience
Experience CloudService CloudSalesforce Identity
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02
CEO Excellence Award
Enterprise media & technology

A corporate divestiture without missing a beat

When the business split in two, Sales and Legal couldn't pause for a single day. We stood up a complete, independent Salesforce stack for the new company, covering contracts, identity and data protection, while deals kept closing.

Business continuity from day one
Sales CloudConga CLMSSOOwnBackup
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Hard problems, solved for good

Security, mergers and data ownership: the kind of challenges that stall enterprise Salesforce programs.

03
Multi-org enterprise

Who's accessing what? Now leadership knows.

Across several Salesforce orgs, access was hard to audit and event logs meant little. We turned raw activity data into a rule-based security framework and executive dashboards the CIO and CISO actually use.

Every org continuously monitored
Salesforce ShieldEvent MonitoringSplunk
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04
Media company after a merger

Two sales operations merged, and selling got simpler

An advertising sales team had to move into the combined company's Salesforce org. Rather than lift-and-shift, we used the migration to retire a heavyweight CPQ package and cut the clicks sellers need to close a deal.

Seamless migration, fewer clicks per deal
Sales CloudCPQApex
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05
Enterprise technology company

Ending the “who owns product data?” debate

Finance, Product and Sales each had a claim on product data, and the ERP was caught in the middle. We made Salesforce the single product master that feeds the ERP, and settled data ownership for good.

One source of truth for product data
Sales CloudNetSuiteWorkato
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What you'll get when we talk

The detailed write-ups aren't published. We walk you through them personally and connect them to your situation.

The full case study

The complete write-up for the stories most relevant to you: challenge, approach and outcomes.

How it was built

The architecture, sequencing and governance decisions behind each result.

Lessons learned

The obstacles we hit, how we cleared them, and what we'd do differently today.

What it means for you

An honest view of which of these approaches fits your org, and where to start.

Want the full story? Let's talk.

Book a free 30-minute discovery call. We'll share the detailed case studies most relevant to your org and map out what similar results could look like for you.