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

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 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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Cyntexa used Salesforce, MuleSoft, and Manufacturing Cloud to help a global CNC systems manufacturer. The company faced problems with design-to-production alignment, component traceability, and slow ...dealer support. Cyntexa built a real-time connector between Salesforce and PTC Windchill, automated manufacturability checks, and improved barcode integration. The project improved production precision, enabled full component traceability, and increased dealer satisfaction. Cross-functional collaboration also improved with digital workflows.
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Salesforce Data Cloud helped a leading global manufacturer fix data silos and improve supply chain visibility. The company unified data from production, supply chain, and customer orders for real-tim...e insights. Predictive analytics and AI tools enabled better demand forecasting and inventory management. The solution reduced operational inefficiencies and improved decision-making. Enhanced data governance and security protected sensitive business information.
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Salesforce CPQ helped a leading Australian steel manufacturer cut manual work by 78%. The company moved from error-prone Excel quotes to a system-driven process. Salesforce CPQ enabled dynamic pricin...g, approval workflows, and easy product image uploads. Sales teams now track quotes and approvals easily. Reports and dashboards give better insights. The new system supports future growth and expansion.
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Pardot helped a leading window manufacturer boost interdepartmental communication by 73%. The company struggled with lead management, email marketing, and poor sales-marketing communication. Pardot e...nabled better lead scoring, nurturing, and email segmentation. Integration with Salesforce improved team collaboration and customer follow-ups. The result was higher customer retention and more efficient operations.
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Salesforce and NetSuite were not connected for a mid-sized industrial equipment manufacturer. Sales and finance teams had data silos, causing order delays and invoicing errors. Cyntexa built a real-t...ime, API-led Salesforce NetSuite integration using Workato. Now, closed deals in Salesforce trigger instant order creation in NetSuite. This automation improved order processing speed and reduced billing lag. Teams now have a single source of truth for customer and financial data.
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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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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 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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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 Service Cloud helped a leading US cloud computing provider boost productivity by 50%. The company faced slow customer service and overlapping cases. Salesforce Service Cloud streamlined ca...se management and improved response times. Lightning Chat and Einstein Bot made live support faster and more efficient. User access controls improved security and data integrity. Customer satisfaction and executive productivity increased.
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Custom Salesforce development automated onboarding for a SaaS company. Manual processes slowed sales and support. Salesforce Flow and Lightning Components streamlined account setup and user provision...ing. REST API integrations connected tools like Slack and Jira. Real-time dashboards improved customer usage visibility. Support and billing operations became more efficient with integrated systems.
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Einstein Analytics helped a leading computer service provider in London manage data and dashboards. The company faced issues with data management, mobile dashboard usability, and tracking sales oppor...tunities. Cyntexa created custom dashboards, improved mobile access, and streamlined lead management. Inline quick actions saved time for users. The team found dashboards easier to use and more efficient for sales analysis.
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Salesforce Pardot helped a high school athletics management platform migrate from HubSpot. The team recreated emails and landing pages, set up list segmentation, and improved lead management. Kiosk-b...ased lead generation at events became easy. Email marketing and CRM data optimization boosted engagement. The company saw a 25% sales surge after implementation.
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ServiceNow CSM helped a leading IT managed services provider handle over 10,000 daily cases. The company faced issues with manual ticket routing, missed SLAs, and data silos. Cyntexa built a dynamic ...SLA engine, AI-powered breach prediction, and automated case routing using Kafka. ServiceNow Integration Hub unified customer data. The provider saw better SLA compliance, faster ticket resolution, and higher customer satisfaction.
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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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Cyntexa built a custom Salesforce app for a financial advisory firm. The firm struggled with manual processes, slow risk profiling, and limited client goal tracking. Cyntexa's solution automated clie...nt goal tracking, risk profiling, and enabled real-time performance monitoring. Advisors and analysts now collaborate better with a shared platform. The new system supports scalable growth and improves client satisfaction.
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ServiceNow helped a leading financial services firm in Washington, DC, with over 5,000 employees, solve IT and customer service challenges. The company faced complex IT operations, slow incident reso...lution, and customer service issues. Cyntexa implemented ServiceNow CMDB, ITSM, and CSM modules to unify IT asset management and customer support. Automated workflows and a unified case management system improved efficiency and customer satisfaction. The solution reduced service disruptions and restored the firm's reputation for high-quality financial services.
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ServiceNow GRC helped a leading financial services firm automate compliance and risk management. The company replaced manual processes and spreadsheets with a unified platform. Real-time dashboards i...mproved risk visibility and decision-making. Automated audit workflows reduced delays and improved compliance. Vendor risk management became more consistent and secure. The firm now responds faster to regulatory changes and reduces compliance risks.
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Salesforce AppExchange helped a leading financial services firm automate client onboarding and compliance. The firm faced slow manual processes and data silos. The new solution used AI for risk asses...sment and automated KYC. Advisors now access unified customer data. Approval and case resolution speeds improved. The system integrates with banking and insurance platforms for secure, scalable operations.
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ServiceNow Security Operations helped a top US wealth management firm automate security incident response and vulnerability management. The company faced slow threat detection and compliance risks du...e to manual processes and siloed systems. ServiceNow SecOps unified their security operations, integrated SIEM and threat intelligence, and automated workflows. This improved real-time threat visibility, reduced response times, and strengthened compliance with SEC, FINRA, and PCI DSS regulations.
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Quip for Salesforce helped a US mortgage lending entrepreneur solve lead management and document handling issues. The team struggled to track real-time lead updates and manage documents across platfo...rms. Quip integration enabled real-time collaboration, unified data, and easy document sharing within Salesforce. Productivity improved as the team reduced platform switching and enhanced communication. The client saw better customer engagement and streamlined processes.
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Salesforce Sales Cloud and CTI helped a leading North American brokerage and mortgage firm cut maintenance costs by 80%. The company faced falling sales, slow deal closures, and poor lead management.... Cyntexa integrated Salesforce with CTI for call automation, better agent assignment, and personalized customer responses. The solution improved customer experience, boosted agent productivity, and sped up product launches. The project finished ahead of schedule and under budget.
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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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ServiceNow ITSM, HRSD, and CSM helped a leading healthcare provider in the USA automate workflows and centralize IT service management. The solution reduced onboarding time and improved patient exper...ience with faster responses and better communication. Automated compliance and reporting tools made audits easier and reduced manual work. The provider now delivers better patient care and runs more efficiently across 20+ hospitals.
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Salesforce Data Cloud and Health Cloud helped a leading healthcare provider unify patient data from many systems. The solution gave a 360-degree view of patient profiles and improved personalized car...e. Advanced analytics and AI tools enabled better risk assessment and proactive health management. The provider now encourages high-risk patients to seek preventive care. Automated compliance reporting made regulatory submissions faster and easier.
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Salesforce Health Cloud helped a leading UK healthcare provider boost customer satisfaction by 65%. Patients got reminders and tasks on any device. Doctors accessed real-time data from wearables, imp...roving care. Appointment scheduling and patient history features made care faster. Service agents used smart recommendations to help patients. Staff workload dropped and patient engagement improved.
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ServiceNow FSM helped a large healthcare provider manage field service operations for hospitals and clinics. The company faced challenges with work order management, scheduling, mobile app integratio...n, and regulatory compliance. Cyntexa implemented robust asset tracking, intelligent scheduling, and seamless mobile integration. The solution improved scheduling, enabled real-time data access, and streamlined operations for faster response times.
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ServiceNow Integrated Risk Management (IRM) helped a mid-sized healthcare provider fix compliance and risk issues. The provider faced outdated policy management, scattered risk assessments, and manua...l audit processes. Cyntexa implemented ServiceNow IRM to centralize policy management, unify risk registers, and automate audit workflows. The new system improved regulatory compliance, streamlined audits, and gave leaders real-time risk insights.
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Agentforce and Salesforce Health Cloud helped a leading Australian healthcare provider automate routine patient queries. The solution improved operational efficiency and reduced repetitive tasks for ...physicians. Automated medication reminders and real-time data updates enhanced patient care. Multilingual support improved communication between patients and providers. The provider saw better workflow and higher patient satisfaction.
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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 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 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 Nonprofit Cloud, Service Cloud, and Marketing Cloud helped a global non-profit boost efficiency and donor engagement. The organization faced challenges with lead prioritization, engagement... timing, and knowledge management. Einstein Lead Scoring and Send Time Optimization improved donor targeting and email results. AI-driven tools streamlined resource allocation and content creation. Staff accessed information faster, leading to better donor satisfaction and operational impact.
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Salesforce NPSP, Experience Cloud, and third-party integrations helped a leading U.S. conservation nonprofit fix data silos and manual grant reporting. Automated field data sync and real-time sponsor... dashboards cut grant reporting time by 70%. The team matched volunteer skills to projects and improved donor engagement with event data integration. All grant submissions were on time in the latest cycle. Ongoing Salesforce managed services ensured 24/7 support and continuous improvement.
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Salesforce Non Profit Success Pack (NPSP) helped a leading animal welfare organization in the UK fix data chaos. They struggled with inconsistent donor and volunteer records, manual event management,... and poor resource allocation. NPSP organized supporter and member data, improved donation tracking, and streamlined volunteer management. The solution increased member engagement, agent efficiency, and event effectiveness. Resource use improved, making operations smoother and more effective.
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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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Mulesoft Anypoint Platform helped a top European e-commerce store boost customer satisfaction by 88%. The company faced slow growth, poor scalability, and weak security with its old system. Cyntexa b...uilt a 3-layer MuleSoft architecture and developed APIs to connect Salesforce Commerce Cloud with back-end systems. The solution unified data, improved security, and made operations faster. The store now scales easily and gives customers a better experience.
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Salesforce Marketing Cloud and Commerce Cloud helped a top European retailer boost shopper engagement by 30%. The company faced high cart abandonment and needed better personalized recommendations. C...yntexa integrated Salesforce Marketing Cloud with Commerce Cloud, automating data flows and enabling targeted email campaigns. The solution improved customer retention, increased completed purchases, and reduced marketing journey time. Personalized communication and automation drove higher brand loyalty and business performance.
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ServiceNow ITOM helped a leading multinational retail chain reduce IT disruptions and improve store operations. The company faced inventory system failures, checkout slowdowns, and unmonitored device... outages. ServiceNow ITOM provided real-time monitoring, AI-powered event management, and a centralized CMDB. This solution enabled faster issue detection, reduced stockouts, and improved customer experience. The retailer now manages IT operations across 45+ stores with better efficiency and less downtime.
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Google Cloud Platform helped a leading retail company handle high traffic during peak shopping seasons. The company used Google Kubernetes Engine, BigQuery, and Firestore to scale operations and anal...yze customer data in real time. Serverless computing reduced costs by charging only for active compute time. Microservices and CI/CD pipelines improved team productivity and sped up releases. The retailer delivered more personalized shopping experiences and managed inventory better.
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Salesforce Sales Cloud, Loyalty Cloud, Tableau CRM, and MuleSoft helped a sustainable fashion retailer in Europe. The company faced loyalty program limits, dynamic pricing challenges, and gaps in sus...tainability reporting. Cyntexa customized Salesforce with a hybrid loyalty program, dynamic pricing engine, and real-time sustainability dashboards. Custom integrations enabled tracking of eco-friendly actions and unified data from IoT devices. The solution improved customer engagement and streamlined pre-order management.
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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, Shopify, and Klaviyo helped a global D2C beauty brand personalize customer journeys. The brand faced issues with fragmented marketing, manual support, and inconsistent personalization acr...oss 25+ countries. Cyntexa integrated Salesforce and Shopify, adding Klaviyo for behavior-based engagement. This unified customer data, automated marketing, and improved campaign targeting. The solution enabled real-time insights and consistent experiences for over 3 million customers worldwide.
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Salesforce Data Cloud unified customer data for a global consumer goods leader. The company faced data fragmentation, inefficient marketing, and supply chain issues. Data Cloud integrated CRM, retail..., app, and social data into single profiles. Einstein AI enabled personalized campaigns and better segmentation. Real-time analytics improved demand forecasting and supply chain agility. The company now engages customers more effectively and tracks demand across channels.
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Salesforce Commerce Cloud helped a top Australian diet meal provider move from SFRA to headless commerce. The company faced slow website performance, team management issues, and needed better persona...lization. Cyntexa used the PWA kit and Managed Runtime to separate front-end and back-end, speeding up changes and boosting site speed. The solution enabled easy third-party integration, improved team productivity, and delivered a personalized customer experience.
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MuleSoft and Salesforce modernized a leading European beauty brand's legacy systems. The brand faced slow product launches and declining customer retention due to complex, outdated systems. Cyntexa s...hifted their e-commerce to Salesforce Commerce Cloud and integrated all systems with MuleSoft APIs. This improved user experience, enabled detailed analytics, and enhanced security. The company now scales products faster, reduces maintenance costs, and adapts quickly to market trends.
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Salesforce Data Cloud unified customer data for a global consumer goods company. The company struggled with scattered data, slow decisions, and weak marketing. Cyntexa integrated sales, marketing, an...d inventory systems using standard connectors. Automated segmentation and analytics improved campaign effectiveness and real-time insights. The company now makes faster, data-driven decisions and delivers more personalized engagement.
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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 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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Easy Incentivizer automated commission calculations for a leading insurance company. Manual work dropped by 95%. The Salesforce-native app cut errors and saved time. Personalized dashboards let manag...ers track employee performance over years. The solution made commission changes fast and easy. The company saw lower costs and less manual effort.
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Vlocity digital insurance platform, built on Salesforce, helped a leading UK life insurance company boost agent productivity by 85%. The company faced slow growth due to legacy systems, manual proces...ses, and complex policy management. Cyntexa implemented a digital platform with omnichannel delivery, low-code integration, and streamlined policy lifecycle. The solution improved customer engagement, reduced manual work, and enabled faster product launches. Agents learned new systems faster, and the business saw higher sales and customer satisfaction.
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Salesforce Financial Services Cloud, Einstein AI, and Data Cloud helped a large insurance company automate lead scoring and claims processing. The company faced slow manual operations, inconsistent c...ustomer service, and data silos. Einstein Bots and Copilot improved customer support and agent productivity. Automated fraud detection reduced financial risk. Data Cloud unified customer data for better insights and decision-making. The result was faster claims, better customer experience, and improved efficiency.
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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 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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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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Nintex Robotic Process Automation with Salesforce helped a global supply chain and logistics provider automate manual tasks. The company struggled with slow, error-prone processes and high employee w...orkload. Nintex RPA bots automated account creation, order processing, and shipment tracking. This reduced manual effort, improved data management, and enabled real-time order updates. The result was higher productivity, fewer errors, and better customer satisfaction.
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ServiceNow HR Service Delivery (HRSD) helped a leading logistics and supply chain company in the USA automate HR processes. Manual HR tasks caused delays and errors. The company needed a self-service... portal and better communication. ServiceNow HRSD automated workflows, added a central employee portal, and integrated with Microsoft Teams. This improved HR efficiency and employee satisfaction. Real-time analytics gave HR leaders better visibility into performance.
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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 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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ServiceNow IT Asset Management helped a large educational institution automate IT asset tracking and improve operational efficiency. The institution faced challenges with manual processes, fragmented... systems, and compliance risks. ServiceNow ITAM provided real-time asset visibility, centralized license management, and better resource allocation. The solution reduced manual errors, improved compliance, and saved costs for the institution.
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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 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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ServiceNow CSM helped a leading telecommunication firm fix slow customer service. Manual workflows and data silos made it hard for agents to help customers fast. ServiceNow CSM automated ticketing, g...ave agents a 360-degree view, and added a self-service portal. Teams worked together better. The company saw higher customer satisfaction, more productive agents, and lower costs.
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Salesforce unified customer data for a major US telecommunications company. The client struggled with scattered data, poor customer retention, and hard-to-track interactions. Cyntexa integrated all p...latforms with Salesforce, streamlining database management and enabling personalized communication. The company improved customer service, tracked inactive subscribers, and expanded reach by 45%. The client now delivers better customer experiences and efficient support.
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Tableau CRM helped a leading multinational consumer electronics manufacturer improve supply chain management. The company struggled with limited visibility, siloed data, and slow reporting. Tableau C...RM created a single dashboard for real-time analytics and data integration. The solution enabled better production planning, quality control, and proactive decision-making. The company now manages inventory and deliveries more efficiently across global regions.
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Salesforce Sales Cloud, Service Cloud, and Marketing Cloud helped a top online retailer in consumer electronics. The company faced slow manual processes, low lead conversion, and poor customer experi...ence. Einstein AI automated lead scoring and chatbots handled routine questions. Predictive analytics and AI-driven marketing improved lead engagement. A centralized data platform enabled better insights and teamwork. The retailer now delivers faster service and more personalized experiences.
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Salesforce Commerce Cloud helped a leading US electronics supplier improve product recommendations using AI. Customers now find products faster with better search and filters. The company uses Salesf...orce Marketing Cloud for targeted campaigns and Service Cloud with chatbot to manage inquiries. They saw higher sales, better customer retention, and more guided selling. Improved SEO and varied pricing expanded their client base.
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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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ChargeOn integrated with Salesforce helped a UK car rental company solve payment processing issues. The company faced problems with multi-currency payments, high processing fees, and payment fraud. C...hargeOn enabled secure, multi-currency payments and used Stripe's fraud detection tools. The integration lowered processing fees and improved ROI. The business expanded across Europe and improved customer satisfaction.
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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 AppExchange and Marketing Cloud helped a leading event management company fix manual event registration and data errors. The solution automated registration, enabled mobile check-in, and i...ntegrated real-time dashboards. Attendees got personalized emails and real-time updates. The company improved event planning, attendee engagement, and reporting with Salesforce tools.
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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 Commerce Cloud helped a leading US pet care company move online during the pandemic. The new eCommerce store improved product recommendations, search, and payment security. Mobile apps and... chatbot support made shopping easier. The company saw a 60% increase in customer retention after launch. Marketing Cloud and Google Analytics boosted outreach and tracked ad performance.
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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 Marketing Cloud Advertising helped a leading real estate agency solve marketing challenges. They struggled to reach potential customers and automate leads from social media. Cyntexa implem...ented Marketing Cloud Advertising, unifying data from Sales Cloud and Service Cloud. The agency launched targeted email and ad campaigns, improving customer engagement. They saw a boost in sales, more rental property inquiries, and higher customer satisfaction.
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Salesforce Marketing Cloud helped a hospitality company in the United States, Canada, and Europe boost customer engagement. The company struggled with old marketing methods and wanted to reach young ...travelers. Using journey builder, Data Studio, and Email Studio, they delivered personalized messages and improved social media engagement. The result was more interactive experiences, higher customer satisfaction, and better retention rates.
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Salesforce Service Cloud, Health Cloud, and Experience Cloud helped a leading North American medical device manufacturer connect service cases with device and patient data. The company faced challeng...es with siloed systems, manual regulatory workflows, and underused Salesforce features. Cyntexa integrated Health Cloud and automated regulatory event routing, giving agents a 360° view and faster response times. Omni-channel support and real-time dashboards improved SLA compliance and service efficiency. Modular enhancements and managed services ensured platform scalability and compliance.
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ServiceNow Project Portfolio Management (PPM) helped a global automotive leader fix project management issues. The company faced inconsistent project lifecycles, poor cost forecasting, and no real-ti...me portfolio view. Cyntexa implemented ServiceNow PPM, standardizing project phases and automating approvals. Financial planning and resource management improved with real-time dashboards and ERP integration. The company now tracks budgets, resources, and project health in one place.
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Easy Incentivizer automated incentive calculations for a leading bank. The bank struggled with manual processes, errors, and high costs. Easy Incentivizer removed manual work, cut costs, and sped up ...incentive payouts. The app let the bank track employee performance with dashboards. The team saw less workload and smoother incentive processing.
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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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ServiceNow ITSM helped a UK media house fix equipment failures fast during live events. The new system tracks incidents in real time and assigns tasks to the right people. A knowledge base gives step...-by-step guides for new staff. The self-service portal lets employees track assets and request help. Automated alerts and SLAs make sure problems get solved quickly. The result is less downtime and better equipment reliability.
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Azure Active Directory, Azure Security Center, and Azure Key Vault helped a leading government institution secure sensitive data. The agency faced strict compliance needs and threats like phishing an...d ransomware. Azure solutions enabled centralized identity management, multi-factor authentication, and real-time threat detection. Automated compliance checks and data loss prevention policies improved data protection. Azure Key Vault and disk encryption ensured secure key management and data-at-rest security.
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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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Nintex AssureSign and Nintex Drawloop DocGen helped a UK pharmaceutical giant digitize their document signing process. The company faced slow approvals and document management issues due to manual, p...aper-based workflows. Cyntexa integrated Nintex solutions with Salesforce, automating document creation and digital signatures. This eliminated physical paperwork, improved security, and enabled remote approvals. The result was faster production, easier document tracking, and reduced manual effort.
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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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