Real-World Case Studies and Customer Success Stories with Easy Incentivizer

Salesforce Financial Services Cloud helped a US fintech firm solve CRM challenges. The company unified sales, service, and management teams on one platform. They migrated over 20 million records to S...alesforce. This reduced costs and increased ROI. User adoption grew by 86%. Customer satisfaction and agent efficiency improved.
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Salesforce Sales Cloud helped Aracar Group improve customer service. Aracar Group needed to connect data between their core system and Salesforce. They faced challenges with data integration, secure ...data transfer, and scalability. The solution included Salesforce Sales Cloud and Salesforce Integration Services. This helped them manage data better and prepare for growth.
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Salesforce Managed Package helped Mitingu, an event services platform from Cornwall, manage events more easily. Mitingu faced problems with no dedicated event management platform, outdated customer d...ata, and manual lead management. The solution let them create custom event websites, manage emails, and track attendance. This improved their ability to scale and meet customer needs. The platform also helped them run better marketing campaigns and save time on lead management.
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Salesforce Consumer Goods Cloud helped LeBeau Excel manage retail operations. They faced problems with shelf visibility, inventory, and data storage across many stores. The team needed mobile access,... planogram checks, and feedback surveys. They also wanted dashboards for a full store view. The solution included Salesforce implementation and automated backup. This improved retail management and reporting for LeBeau Excel.
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Salesforce Sales, Commerce, and Marketing Cloud helped My Muscle Chef fix data chaos. They had trouble with lead management and syncing data between Sales Cloud and BigQuery. Duplicate entries and sl...ow updates made work hard. The team also needed better SMS communication. The solution integrated Salesforce platforms and enabled SMS. This improved data sync and customer communication.
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Salesforce Commerce, Marketing, and Service Cloud helped Yes Please! Coffee move from an old system to a new platform. The company wanted a better website and a smoother checkout process. They needed... online payments and subscription features. Salesforce integration services improved their user experience and made buying easier for customers.
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Salesforce Service Cloud and Salesforce Integration Services helped Scrubbi, a Canadian house cleaning service, improve customer interaction. Scrubbi faced problems with call management, tracking cal...l statuses, and slow customer response. The new solution fixed their IVR system and let agents manage real-time call statuses. This led to faster responses and better customer satisfaction.
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Salesforce Non-profit Success Pack helped Médecins Sans Frontières (MSF) manage donations better. MSF faced problems with payment updates, donor notifications, and one-time donor acknowledgments. The... team fixed these issues by improving Salesforce integration and notification flows. Now, MSF can track donations, send the right messages to donors, and thank one-time donors on time.
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Salesforce Sales Cloud and Salesforce Integration Services helped Teach For India improve process management. The organization faced challenges with training, tracking course progress, and monitoring... device health. They needed better ways to connect volunteers, students, and teachers. The solution made it easier to track progress and manage assets. This helped Teach For India support its mission to provide quality education.
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Salesforce Sales Cloud helped Jan Sahas, a non-profit, manage over 25 types of legal assistance cases for unorganized workers in India. The solution improved case management accuracy and operational ...efficiency. It fixed workflow issues and enforced task sequencing for better data collection. The team migrated more than 250,000 records to a new CRM, reducing data loss risks. Jan Sahas now supports workers' rights with better legal advocacy and information.
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Salesforce Sales Cloud and Stripe helped RAD Advocates, a non-profit, solve payment and data issues. They needed a better way to collect membership payments and automate payment processing. Manual da...ta entry from Stripe to Salesforce caused delays and errors. The solution improved payment links, automated payment collection, and reduced manual work. This made data more accurate and payments easier for members.
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Salesforce AppExchange helped Funnel Gauge build advanced account scoring models for B2B organizations. The company struggled to define ideal customer profiles and create custom scoring models in Sal...esforce. They also found it hard to manage teams for detailed data analysis. With Salesforce AppExchange, Funnel Gauge integrated account demographics and behavior data. This let them make better decisions and improve demand generation strategies.
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Salesforce Sales Cloud and Marketing Cloud Account Engagement helped Actimo improve lead generation. Actimo wanted better insights into prospects and a new lead scoring system. They also needed to tr...ack key Salesforce CRM events in Google Analytics. The solution gave Actimo more ways to understand and convert leads. This helped them connect better with mobile-first employees.
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Salesforce B2C Commerce Cloud Cartridge helped Brandbassador improve their promotional activities. Brandbassador faced problems with creating campaigns, promotions, and coupons for brand ambassadors.... They also had issues with users making irrelevant coupons and lacking rule validation. API limitations made it hard to link coupons to campaigns. The solution addressed these challenges, making campaign management easier and more compliant.
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Salesforce AppExchange helped eatNgage improve virtual meeting experiences. eatNgage wanted to make it easy for attendees to know if meals were provided and to sync meetings with calendars. They also... faced issues with AWS Cognito authentication in Salesforce. The solution unified food selection, calendar sync, and secure authentication. This made meetings smoother and more engaging for users.
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Salesforce Service Cloud and Field Service Lightning helped Hunter Communications improve customer service. The company struggled with managing technician schedules and booking appointments. Customer...s found it hard to schedule site walks in remote areas. Automating the booking process for fiber services was a key goal. The solution made scheduling easier and improved reliability for customers.
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Salesforce Experience Cloud helped Northwell Health improve physician onboarding. The company faced slow, manual onboarding and trouble with secure data management. They needed better ways to reach a...nd engage new physicians. With Salesforce Experience Cloud, they made onboarding faster and safer. The solution also improved communication and protected sensitive physician data.
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Salesforce Health Cloud helped Twig Health improve patient care. Twig Health faced problems with limited phone-based support, missing device data, and billing errors. The solution integrated Health C...loud with third-party apps. This allowed better patient engagement, automated device data capture, and more accurate billing. Twig Health now delivers digital-first care management with AI and digital touchpoints.
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Salesforce Sales & Experience Cloud helped Wilhelmsen, a global maritime group, improve ship tracking and manage port boundaries. The company needed a user-friendly, mobile-responsive website for bet...ter customer experience. They also faced challenges with migrating large amounts of legacy data. The solution enabled real-time updates, easier inventory management, and enhanced operational efficiency.
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Salesforce Service Cloud and Experience Cloud helped Globe Cars and Truck Rental fix their FAQ management. Their old FAQ system was slow and not accurate. This made customers unhappy and wasted staff... time. The company switched to a new FAQ system with Salesforce. This made it easier to answer customer questions and improved post-sales support.
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Keells used Salesforce Loyalty Management to improve its customer loyalty program. The old system had delays in point updates and data issues. With Salesforce, Keells moved to real-time point accrual... and better data management. This made the loyalty program faster and more reliable. Customers now get instant rewards and better engagement.
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Salesforce Commerce Cloud helped a footwear retailer boost sales by 50%. The company faced problems with stock shortages and managing inventory across stores and online. They used storefront architec...ture, Endless Aisle, and Einstein Commerce Insights to improve operations. The solution made it easier for customers to find products and for staff to manage stock. Centralized orders and interactive kiosks improved customer experience and satisfaction.
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Salesforce Health Cloud helped a USA-based health technology firm manage chronic care and remote patient monitoring. The company faced problems with scattered data, manual entry, and missed reminders.... Cyntexa integrated Salesforce Health Cloud with Medent EMR, FITBIT, BodyTrace, Twilio, and Zoom. This centralized patient data, automated device data capture, and improved communication. Healthcare providers saved time and gained a unified view of patient data. Patients received reminders and personalized care plans.
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Salesforce Sales Cloud helped Solar Mission Australia improve lead generation and sales. The company faced problems with lead data silos, mobile app limitations, and trouble assigning leads. Salesfor...ce Sales Cloud and implementation services provided a solution. The new system made it easier to manage leads and assign them to the right people. This helped Solar Mission Australia deliver better solar panel installation services and support their growth in renewable energy.
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Salesforce Marketing Cloud helped the University of Maryland (UMD) manage marketing automation for many departments. UMD faced problems with integrating systems, data flow, and keeping up with new ma...rketing trends. The solution included Salesforce Marketing Cloud and Salesforce Development Services. This helped UMD improve marketing activities, ensure compliance, and connect data for better reports and analytics.
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Salesforce Sales Cloud helped the IDEA Center at the University of Notre Dame improve event management. They faced problems with form submissions, updating records, and integrating attendee status fr...om Cvent. The solution included Salesforce Sales Cloud and Salesforce development services. This made it easier to manage data, update records, and track attendees in real time. The Center now runs events more smoothly and keeps better data on participants.
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Salesforce Vlocity Communications Cloud helped an online course consultation portal improve customer experience. The client struggled with handling many course quote requests and an inefficient CPQ s...ystem. Cyntexa implemented Vlocity to streamline request management and optimize CPQ. The solution enabled device-agnostic ordering, flexible pricing, and seamless integration. As a result, customer retention increased by 50% and request handling time decreased.
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Salesforce Sales Cloud helped Sierra Insurance, a healthcare insurance distribution company in Texas, improve business practices. The company faced problems with manual lead assignment, unorganized r...eports, and outdated process builders. They used Salesforce Sales Cloud and Salesforce Implementation Services to address these issues. The solution aimed to streamline lead management and reporting for better efficiency.
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Salesforce helped ASU, an underwriting company in Belgium, improve its insurance operations. ASU faced problems with broker management, data extraction from PDFs, and complex quoting. They also strug...gled with SSO integration, Excel data validation, file storage, and multilingual needs. The Salesforce solution included Sales Cloud, Service Cloud, and Financial Service Cloud. This new system made broker management easier, improved data handling, and streamlined insurance processes.
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Salesforce B2B Commerce Cloud helped Rently improve its real estate sales. Rently faced problems with poor UX/UI, a complex checkout process, and missing FAQ information. The team redesigned the site..., improved the checkout to a single page, and added a FAQ section. They also integrated FedEx, Avalara, and Authorize.net for better shipping and payment. As a result, Rently's B2B e-commerce store now has a better user experience, smoother checkout, and more informed buyers.
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Salesforce Sales Cloud helped Adfire Health, a healthcare advertising agency, solve problems with team collaboration and data management. The company struggled with managing contracts and documents u...sing Google Sheets, which led to frequent changes and losses. They also had trouble using data from multiple platforms, making it hard to get value from their information. Salesforce Sales Cloud provided a unified source for data, improving efficiency and information integrity.
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Salesforce Sales Cloud helped Candere improve service agent efficiency. Candere faced problems with unaligned customer data, hard lead conversion, and poor communication channels. They used Salesforc...e Sales Cloud and Salesforce Integration Services to solve these issues. The solution made it easier to store chat data, assign leads, and manage emails. This helped Candere streamline their processes and improve customer service.
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Salesforce Sales Cloud and Pardot helped SPAN, a smart electrical panel company, connect their website forms with Pardot using custom APIs. The challenge was to sync website form data with Pardot and... Salesforce CRM for seamless lead management. The solution included building a custom API and form handler to pass data from the webflow website to Pardot. This integration allowed SPAN to monitor and control home energy usage more efficiently. The result was a streamlined data flow and improved marketing automation for SPAN.
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Salesforce Service Cloud and FSL helped Ed’s Garages in Connecticut and New York. They faced problems with scattered sales data, poor field service management, and weak project tracking. The solution... automated sales, service, and accounting. This improved their operations and made their business more effective. Ed’s Garages now has better sales insights and field service control.
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Salesforce Sales Cloud & CPQ helped nVent improve their quote generation process. nVent faced problems with unorganized sales, slow quote handling, and needed better approval automation. The solution... streamlined product selection and quote customization. It also added a two-tier approval process with automated discount limits. This made sales more efficient and accurate for nVent.
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Salesforce Sales Cloud and CPQ helped Frame Up Now, a steel manufacturing company, fix slow sales and manual finance work. They had trouble with sales delays, manual accounting, and scattered data. S...alesforce made their sales and finance processes faster and more connected. This improved teamwork and reduced errors. Customers now get better service and faster contracts.
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Salesforce B2B Commerce Cloud helped MTI upgrade its e-commerce platform. MTI needed more product filters, a cart order limit, and a partner-specific UI for personalized quotes. The solution provided... these features and improved the customer experience. MTI now offers better business operations and support for its clients. The platform supports tailored insights and services for MTI's customers.
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Salesforce Sales Cloud and ChargeOn helped Local For You, a startup in Australia, connect Stripe with Salesforce. They needed to sync customer data, improve mailing and invoicing, and organize paymen...ts. The solution used ChargeOn to link Stripe and Salesforce. This made their payment and customer management easier and more efficient.
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Salesforce Experience Cloud and Sales Cloud helped PointCare improve Medicaid enrollment. PointCare wanted to connect two portals, manage record access, and get better reporting. The solution let the...m exchange data between portals and control who sees what data. They also got custom reports to fit their needs. This made it easier for health systems to manage coverage and help more people get care.
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Salesforce Sales Cloud helped Content Security, an Australian IT security consultancy, solve data chaos in sales. The company struggled with slow document generation and poor data handling from CSV f...iles. They also faced challenges expanding sales alliances with US charities. By customizing Salesforce Sales Cloud, they improved document generation and data accuracy. This led to better productivity and smoother sales operations.
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Modigie used a Salesforce-native Managed Package to improve B2B prospect engagement. They faced challenges with real-time data verification, integrating their data enrichment engine, and making accur...ate predictions. The solution helped them manage customer data and combine all features into one platform. This allowed Modigie to optimize their sales process and support better business performance.
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Salesforce Sales, Service & Marketing Cloud helped National Coordination Center (NCC) improve healthcare customer experience. NCC needed to collect drug data, reach more customers, and partner with m...any charities. Salesforce integration made it easier to fetch and validate drug data. The solution helped NCC expand its customer base and communicate with customers and charities using emails and SMS. NCC also partnered with more charities across the United States.
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