Real-World Case Studies and Customer Success Stories with Softsquare

SoftSquare improved Concretia's Salesforce system to boost field and outbound sales. They built custom visual tools for sales executives to track site visits and manage routes. The team optimized Sal...esforce for mobile use and enhanced account management features. SoftSquare also customized Knowlarity for telecalling, helping prioritize key clients. These changes made sales processes faster and more efficient for Concretia.
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Dashboard by Softsquare helped Debtspace LLC improve debt settlement operations. Debtspace faced low sales pipeline visibility, low team productivity, and poor integration. The Dashboard product, bui...lt on Salesforce, automated underwriting, enabled mobile processes, and integrated with credit bureaus and AI platforms. Debtspace saw higher lead conversion, faster enrollment, and saved time for sales reps. The product supports over $1 billion in enrolled debt and $300 million settled.
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Softsquare used Salesforce Experience Cloud to help Advisor Assist manage investment adviser compliance. Advisor Assist faced problems with tracking compliance tasks, document management, and team vi...sibility. Softsquare's solution improved data visibility, automated compliance activity management, and integrated Google Drive for document storage. Advisor Assist saw better team collaboration and faster onboarding. Automated tasks and document management made work more efficient.
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AGrid helped S.Spitz GmbH, a food and beverage manufacturer, improve Salesforce operations. Before AGrid, teams struggled with scattered data and slow updates. AGrid gave them a unified grid view for... products and parts. Teams could edit data directly in the grid. Multiple grids on one page let each department see what they needed. This made tracking production and managing inventory faster and easier.
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Salesforce Consumer Goods cloud and Salesforce Maps helped Mark Anthony Group improve sales and retail execution. The company faced challenges with planning, tracking, and data management for on-prem...ise reps. Softsquare built a custom Survey module and provided Media Manager for easy product access. The solution increased productivity, improved data tracking, and made sales managers more efficient. Mark Anthony Group achieved better efficiency and a smoother customer experience.
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Softsquare used Salesforce tools and manual analysis to review City National Bank's Salesforce security. They checked configuration, source code, and user access for risks and best practices. The tea...m used Salesforce Optimizer and PMD to find issues and programming flaws. Softsquare provided a report with recommendations and fixed excessive access. City National Bank improved their Salesforce security and followed best practices.
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SoftSquare used Salesforce and Pardot to help CAHO manage healthcare events and memberships. Before, CAHO had data in many Excel sheets and teams did each step by hand. SoftSquare unified all data an...d processes on Salesforce. They set up a custom domain so emails would not go to spam. They automated email creation and database segmentation. Now, CAHO can send mass emails easily and track event participation better.
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Media Manager helped Oranje Fonds speed up file management in Salesforce. The team had trouble with slow file access, hard navigation, and limited file tools. Media Manager gave them fast previews, e...asy navigation, and better file controls. The team now finds and reviews documents faster. This led to big time savings and a smoother grant process.
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Softsquare built a custom Salesforce application for Mosaic Research Management. Mosaic RM had trouble tracking expert approvals, scheduling meetings, and collecting feedback using email. Softsquare'...s solution automated email parsing, created dashboards for compliance and analysts, and sent reminders. The app included prebuilt reports and allowed customizations. Mosaic RM now manages client needs more effectively and can customize features without affecting other users.
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Salesforce Marketing Cloud helped St Hubert BBQ Ltd automate their gift card process. Before, the sales team handled orders by email, which was slow and hard. Softsquare built a custom Cloud Page for... gift card orders, with forms and Excel upload for big orders. They added payment integration with PayFacto and multilingual support. Now, all gift card orders and emails are automated. This made the process faster and easier for St Hubert and their customers.
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Salesforce Marketing Cloud helped Swiss Chalet improve customer order processing and email engagement. The company needed better ways to collect and store order data, send personalized emails, and su...pport multiple brands in English and French. Softsquare set up a single data record for each order and used GTL for personalized emails. They built a single multilingual page for all brands. Order accuracy increased by 30%. Email engagement rates rose by 25%. The new system made marketing campaigns more efficient and improved customer experience.
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Softsquare built custom Visualforce pages for Daikin to combine data from Salesforce CRM and their ERP system. The solution let Daikin generate forecast and actual sales reports, filter and drill dow...n by user, manager, country, region, and product group. Managers could set and freeze targets, and users could download reports in Excel. The new system improved reporting accuracy and let Daikin handle complex manager hierarchies. Daikin now sets targets and measures sales performance more effectively with data-driven insights.
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Salesforce CPQ helped Samsung after they bought a display unit company. Samsung needed to merge product data and customize their quote module. Softsquare set up Salesforce CPQ with custom price rules... and a profit margin plugin. They migrated all product data and integrated business processes. The new system supports complex pricing and helps Samsung manage quotes better.
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Salesforce Marketing Cloud helped Golf Town improve its VIP event registration and customer data management. Softsquare created a branded registration form and confirmation email. They upgraded the p...reference page and added dependent fields for better data collection. Golf Town saw a 20% increase in event attendance and a 15% rise in email engagement. Multilingual support and streamlined data updates made marketing more efficient.
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Salesforce Marketing Cloud Account Engagement helped WinMagic improve their marketing. SoftSquare automated database segmentation for over 150,000 clients. They set up dynamic content for personalize...d emails. Connected campaigns let sales and marketing teams share data easily. WinMagic now converts prospects into opportunities more effectively.
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Salesforce CPQ helped Turing Video automate their sales quoting process. Before, they used Excel sheets and struggled with errors and slow approvals. SoftSquare implemented Salesforce CPQ to handle p...roduct bundles, subscriptions, and renewals. The new system grouped products by location and sent discounts for approval automatically. Turing Video now generates accurate quotes and delivers products more efficiently.
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Salesforce helped Disprz bring all their sales and marketing tools into one place. Before, Disprz used a CRM that was hard to customize and slowed down their work. SoftSquare used Sales Cloud and Par...dot to connect all their systems and automate tasks. Now, Disprz can manage leads and approvals faster. All customer data is in Salesforce, making it easy to control access and work together. This change made their sales and marketing teams more efficient.
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AGrid helped a public sector organization improve its Salesforce Digital Experience. The organization struggled with rigid data views, manual data exporting, and a static user interface. AGrid enable...d dynamic filtering, one-click CSV export, and interactive grids with inline editing. Users could now customize their experience and manage cases more efficiently. Built-in charting let them see key metrics inside Salesforce.
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Sales Cloud helped Backyard Products connect their systems with Home Depot and Lowe’s. SoftSquare automated order management and lead management. Contractors and clients got text notifications for sc...heduling. The system filtered leads and converted interested ones into opportunities. Workflows became faster and saved time and resources. Integration improved lead conversion and work order management.
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Softsquare used Sales Cloud to help Backyard Products improve Salesforce ROI. Backyard Products needed to connect their systems with Home Depot and Lowe’s, manage leads, and automate order tasks. Sof...tsquare built a workflow for order management, automated scheduling, and text notifications for contractors and clients. The system also sent feedback surveys and generated reports. This made communication faster and helped Backyard Products handle many contractors more easily.
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Salesforce Consumer Goods cloud and Salesforce Maps helped Mark Anthony Group improve sales and retail execution. The company faced challenges with planning, tracking, and data management for on-prem...ise reps. Softsquare built a custom Survey module and used Media Manager for easy product catalog access. The solution increased productivity and efficiency for reps and sales managers. Mark Anthony Group achieved better data tracking and streamlined activities with these tools.
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Ivy Mobile, integrated with Salesforce CRM and SAP, helped British American Tobacco improve direct store delivery operations. BAT wanted to make their sales process faster and more efficient. They fa...ced challenges with tracking stock, managing orders, processing invoices, and handling returns. The new solution streamlined order taking, delivery, payment collection, and return management. This upgrade supported global markets and made the sales journey smoother for BAT.
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Salesforce helped Velociti manage work orders for technology deployment. Velociti struggled to track equipment, technician visits, and contract documents. Softsquare built a Salesforce cloud app to t...rack inventory, work status, and technician ratings. The app uses Google Maps for partner search and DrawLoop for reports. Velociti now manages daily work orders easily with this integrated solution.
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Salesforce B2B Commerce helped Coherent improve their partner experience. Coherent had problems with slow order processing, manual partner registration, and payment security. The new system enabled o...nline payments, custom partner pricing, and automated workflows. Integration with Oracle ERP improved order and payment tracking. Coherent saw a 40% increase in partner retention and an 80% success rate in onboarding new partners.
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Johnson Controls used Salesforce and SAP to make order processing faster. Dealers now use a Salesforce Community portal to place orders directly. The new system includes advanced search, quoting, app...roval, and online payment features. SAP integration lets dealers get invoices quickly in Salesforce. The shopping cart lets dealers save products and finish orders later. This solution saves time and helps both dealers and sales teams work better.
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AGrid helped Laurentide Controls improve sales operations in Salesforce. The sales team faced problems with disconnected data, manual effort, and limited control over related data. AGrid gave them en...hanced hierarchy views and one-page opportunity management. The tool provided automatic roll-ups for better visibility and customizable data display. This made sales processes faster and easier for the team.
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