Salesforce case studies

Salesforce projects succeed when the system matches how a team actually works. These case studies cover that range. Some are implementations, such as setting up a CRM for teams that work in Chinese and Japanese. Others are integrations that remove double entry, such as connecting Salesforce to QuickBooks for a retail chain or to Jira for a software provider. There is also a custom portal built on the Lightning Design System and a loan lifecycle that links Salesforce with a .NET application, SharePoint and a government API. Each page explains the challenge, the solution and the stack, so you can compare it with your own situation. Our Salesforce consulting page describes how we work and what affects cost.

Salesforce consulting: how we work and what drives cost →

Connecting Salesforce and QuickBooks for a Retail Chain

A cost-effective integration that gave a small retail chain one view of its CRM and bookkeeping data.

Salesforce CRM for a Data Center Operator in Asia

A multi-language Salesforce rollout with custom components and integrations for a data center developer across Asia.

Loan Lifecycle on Salesforce, from Lead to Disbursement

Salesforce, a .NET application, SharePoint and the US SBA API connected into one loan processing flow.

Custom Salesforce Install Portal for a Tech Installation Company

One responsive Salesforce portal replaced emails and spreadsheets for scheduling, tracking and reporting installations.

Salesforce and Jira Integration for an Automotive SaaS Provider

Support cases in Salesforce now create and update Jira issues automatically, in both directions.

Real Estate Loan Application Portal

Macro Research Portal

Salesforce Assistance

Salesforce App for Quotation

Upgrading Survey Management for a Manufacturing Customer Using Salesforce

Enhancing User Adoption in Salesforce

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