Salesforce Sales Cloud and CTI Integration helped a leading freight brokerage firm in North America. The sales team struggled with lead management, account tracking, and missed follow-ups. CRMIT impl...emented a custom lead conversion process, improved CTI integration, and automated notifications. The company saw a 20% increase in lead conversion rates and a 15% reduction in missed opportunities. Data accuracy improved by 20%, and Salesforce user adoption rates increased by 15%.
CASE STUDY Leading electronics and consumer goods manufacturer globally
Salesforce Sales Cloud helped a leading electronics and consumer goods manufacturer in Japan improve sales pipeline accuracy. The company faced challenges with dealer network management and lacked a ...clear view of orders and inventory. CRMIT implemented Sales Cloud, a self-service portal, and order management tools. Dealers gained real-time access to inventory and order tracking. The solution increased sales productivity, improved onboarding turnaround time, and boosted customer satisfaction scores.
CASE STUDY A leading provider of IT management software solutions
Salesforce Sales Cloud with Lightning Web Components helped a leading IT management software provider. The company faced low user engagement and data errors due to a poor interface and scattered data.... They built role-specific, modern UIs and a unified dashboard for accurate, up-to-date information. Guided workflows and automation improved task completion and follow-ups. User satisfaction and productivity rose by 24%. Sales rep productivity and efficiency increased by 18%. Data quality improved by 14% with better reports and dashboards.
CASE STUDY A global manufacturing company (Fortune 100, USA)
Salesforce Field Service helped a global manufacturing company improve service contract management, case management, and work optimization. CRMIT built a custom Salesforce field service Lightning sol...ution with service cloud and community cloud. The solution automated contract status updates, improved work order control, and enabled real-time prompts for technicians. Service leaders can now prevent new work orders for canceled contracts. Managers track time across all work orders. Field technicians access needed product parts easily.
CRMIT used MuleSoft to connect 15+ systems for a global modular flooring company. The company faced problems with old systems, data silos, and slow project launches. CRMIT built a unified API-led fra...mework with MuleSoft, linking ERP, CRM, and Commerce Cloud. The solution automated order and inventory sync, improved monitoring, and enabled real-time data sharing. After launch, the company processed over $36 million in orders in two weeks with no outages or high-priority incidents.
Salesforce Field Service helped Hobas improve field service management. Hobas faced issues with their old system, like poor scheduling and no real-time tracking. They switched to Salesforce Field Ser...vice for better scheduling, mobile access, and real-time dashboards. The new system cut turnaround times by 13% and boosted productivity by 17%. Hobas now has better control and lower travel costs.
CASE STUDY A leading designer and manufacturer of highly engineered motion, actuation, control solutions and brake/friction materials
CRMIT Solutions used its Application Success Value Pack (ASVP) to improve Salesforce and ERP integration for a major US manufacturer. The company faced poor sales visibility, duplicate billing data, ...and server instability. CRMIT upgraded Jitterbit integration, cleaned up 40GB of duplicate data, and improved server stability. Sales teams gained better pipeline insights and forecasting with Salesforce tools. Storage use dropped from over 130% to 10%, and system uptime reached 99%.
Oracle Eloqua helped a leading industrial manufacturer fix bad customer data and improve sales. The company had problems with duplicate and inconsistent records in their CRM. They used data cleansing... and de-duplication tools to clean up contacts and accounts. They set up bi-directional sync between Eloqua and Oracle Engagement Cloud. This made customer data more accurate and helped sales teams get better leads. The company saw more revenue and better use of their data.
CASE STUDY Global manufacturer of commercial flooring
Salesforce Data Cloud unified customer data for a global commercial flooring manufacturer. Before, data was split across Salesforce Manufacturing Cloud, Commerce Cloud, ERP, and Marketing Cloud. The ...solution brought all data together using Salesforce connectors and APIs, creating a single customer record. This record included purchase history, service interactions, and marketing engagement. The company used these insights for better segmentation and personalized marketing. Results included improved customer satisfaction and higher click-through rates.
CASE STUDY An American, for-profit, managed healthcare company (name not disclosed)
Salesforce Sales Cloud and Service Cloud helped a large US healthcare company after it acquired Reston. The company needed to align business units and integrate Reston’s accounts and data. CRMIT repl...aced Reston’s purchase order system and unified sales, service, and data models. The solution enabled onboarding of 65 Reston users and installation of 160 sold cases. The company improved cross-selling and decommissioned Reston’s Salesforce system.
Salesforce Data Cloud helped a British motorcycle brand fix scattered data and improve marketing. They unified 56,000 customer profiles into 27,000, cutting duplicate records. The team integrated Dat...a Cloud with Shopify and Service Cloud for better customer insights. Email personalization improved by 30%. Data accuracy increased by 46%. Centralized data made decisions faster and marketing more targeted.
Salesforce Service Cloud helped a leading health benefits provider improve operations. CRMIT Solutions integrated Service Cloud to connect eight teams and automate case management. The new system red...uced GOP creation time by 96.67% and end-to-end case handling time by 91.67%. Agents now access all member data in one place. Automated routing and custom SLAs improved communication and reduced misrouted cases.
