CASE STUDY A UK based design and production service company
A UK design and production company wanted to connect their Shopify store with Salesforce. They needed to store purchase details from Shopify in Salesforce and check for duplicate records. They also w...anted to upload past sales data and sync contacts with MailChimp. Astrea IT Services built an Apex batch to fetch and insert Shopify data into Salesforce. The solution created business and person accounts based on the data and synced emails with MailChimp daily.
Financial Services Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY A US based solar energy finance and investment firm
A US based solar energy finance and investment firm wanted to improve their marketing automation. They needed landing pages and forms in Pardot to match their website and work on all devices. Astrea ...IT Services set up Pardot, integrated it with Salesforce, and made custom landing pages. They also set up lead scoring, drip programs, and detailed reporting. The client can now track leads, view campaign results, and access information from any device.
CASE STUDY One of the largest private money lenders in the US
A large private money lender in the US had trouble with slow loan disbursement and poor information access for brokers and borrowers. Astrea IT built a Salesforce portal using LWC and Experience Clou...d. The portal lets brokers request loans, submit documents, and track loan status. Borrowers can review and sign applications online. The new system made it easier to share information, reduced time to get critical data, and improved security and data management.
CASE STUDY European audio streaming and media service provider
Astrea IT Services used Salesforce Experience Cloud to help a European audio streaming and media service provider. The client had problems with inconsistent information for advertisers and too many s...upport cases. Astrea IT built a central knowledge base and help center. They added search, categorized articles, and web-to-case features. The new system made information easy to find and reduced pressure on support agents.
Management Consulting Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY A USA based consulting group having offices in Los Angeles and New York
A USA based consulting group needed to connect Klipfolio Dashboard with the Aweber API. They faced challenges because Aweber did not support Java libraries and had a complex authentication process. A...strea IT Services built a Java-based application to fetch and post data from Aweber to Klipfolio. They also created a scheduler to update the dashboard regularly. Now, the client can track campaign and email statistics and compare daily performance.
A large US consulting firm needed a better way to see their team's workload. They wanted a quick view of open tickets, due dates, and work complexity. Astrea IT Services built a lightning component t...o show employee workload by priority. The tool uses color coding and shows hours assigned to each ticket. Now, the client can easily see who is available and assign tasks faster.
CASE STUDY A public college located in Toronto, Canada
A public college in Toronto wanted dashboards to help faculty and marketing teams understand website traffic data. The teams did not have much experience with Google Analytics, so they needed easy-to...-read visual dashboards. Astrea IT Services created custom dashboards using Klipfolio, including a date range selector and key metrics. The dashboards helped faculty track important website indicators and helped marketing compare performance to benchmarks. Both teams could now make better decisions using clear charts and graphs.
Non-Profit Organization Management Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY A non-profit organization based in Australia dedicated to advancing cancer research
Conga composer helped a non-profit cancer research group in Australia automate donor receipt generation. Manual processes for annual, memorial, bequest, and proceeds receipts were replaced with a one...-click solution in Salesforce. The new system improved process efficiency by 70%. Staff can now generate accurate, compliant receipts for the previous financial year in bulk. Donor communication became faster and more reliable, boosting engagement.
CASE STUDY A non profit technology company specializing in mHealth
A non profit technology company in mHealth needed new healthcare dashboards after moving from MySQL to PostgreSQL. They wanted to reduce the number of dashboard versions and keep data secure for diff...erent user access levels. Astrea IT Services mapped the new database, created similar queries, and built new dashboards using Klipfolio. They reduced dashboard versions from 12 to 4 by using user properties. The new dashboards help users understand data quickly, make decisions, and monitor key performance indicators.
CASE STUDY A leading national women’s membership organisation
A national women’s membership group had trouble managing member information and payments. They also needed to handle event management and track attendees. Astrea IT Services built two site pages to t...rack members and used the Chargent app for secure payments. They used Eventbrite to manage events and Mailchimp to track attendees. Now, member data and payments are managed well, and event and attendee tracking is easier.
A US based nonprofit organization used Luminate CRM but was not satisfied with its price and limited use of features. They faced problems with reporting and analytics. Astrea helped them move from Lu...minate to Salesforce NPSP with no data loss. The new system was affordable and could be customized. Now, the client can make custom reports and dashboards. They can also share data with donors, members, and volunteers.
Marketing and Advertising Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY Canada based Boutique Consulting firm
A Canada based boutique consulting firm wanted to see mashup data from Shopify, Google Analytics, Bing, Facebook, and Google Adwords in Klipfolio. The challenge was to fetch data from 20 client accou...nts for each API and handle large amounts of Shopify data, which caused errors due to Klipfolio's data source size limit. The team first tried using the MAPFLAT function but faced slow dashboard loading times. They then created monthly data sources and adjusted for timezone differences. In the end, they developed 60 dashboards and 180 Klips, successfully showing the mashup data.
CASE STUDY An Indian industrial parts manufacturer
Astrea IT Services helped an Indian industrial parts manufacturer merge two Salesforce orgs into one. The client struggled with data split across domestic and export orgs, making management and forec...asting hard. Astrea planned and executed a full data migration, including mapping, extraction, and validation. Users now access all data in one place, saving time and reducing costs by eliminating the need for an extra Salesforce license. The executive team can now focus on important work instead of switching systems.
Information Technology and Services Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY A US based company which provide consulting services and analytics software to law firms and professional services organizations
A US-based company needed better user authentication and branding for their support system. They wanted to control user access, match their website's look, and track service requests from email and s...ocial media. Astrea IT Services set up admin-approved logins, customized Desk.com to match the website, and enabled multichannel support. Now, only approved users can access resources, the support system matches the brand, and all service requests are tracked in Salesforce. The company’s email signatures also match their website theme.
FinancialForce needed a way to gather project information in one place. They also wanted to manage resources and track work hours for each project. Astrea built an app with project lists, date picker...s, and buttons to show assignments and tasks. The app lets users see all tasks and resources for a selected week. It helps track resources, working hours, and expenses for each project. The app makes it easy to manage projects and resources in one place.
A US based technology consulting company needed a custom Lightning Component in Salesforce. They wanted users to add and edit articles, upload multiple attachments, and manage categories. The team bu...ilt separate components for adding and editing articles. They solved file upload issues by uploading files in chunks. Now, sales managers can publish articles, users can upload multiple attachments, and edit articles easily.
CASE STUDY US based provider of a very popular Salesforce app
A US company that makes a popular Salesforce app wanted to improve sales. Their sales team used Salesforce Cloud, but sales were flat and prospects dropped out because of price issues. Astrea IT impl...emented Salesforce CPQ with custom templates, automated quoting, and e-commerce integration. The solution included validation rules, approval rules, and data migration. The company now has a fully automated quoting process, faster product launches, and better customer experiences.
Hospital & Health Care Case Studies and Success Stories with Astrea Smart vCard
CASE STUDY Private Healthcare Organization
A private healthcare organization had trouble combining patient data from different third-party systems. They needed to bring all patient records into Salesforce Health Cloud and keep the data safe a...nd compliant. Astrea IT Services used MuleSoft to connect the systems and move the data. They made sure the data was secure, followed rules like HIPAA and GDPR, and worked in real time and in batches. Now, the healthcare team can see all patient information in one place and add new data sources easily.
