Customer Stories
Customer Stories
Every day we partner with our customers to create powerful experiences, drive innovative ways of working, and bring new products and services to life.
Together we make a tangible impact on people’s lives. Our stories celebrate that impact and inspire us to keep raising the bar. How can we help you?
Airbnb
Airbnb encountered dual challenges in maintaining operational efficiency and enhancing user engagement. The first challenge involved establishing 24/7 monitoring for critical operations, emphasizing the need for a robust system overseeing data pipelines and user onboarding.
Datastax
DataStax was growing rapidly and facing limitations with their Zendesk Customer Service Portal. They decided to move to Salesforce and needed a trusted partner for a total migration +customization & integration.
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Autodesk
Autodesk was growing rapidly and has acquired 3 different subsidiaries. 2 of them already had salesforce for their CRM and one was using a different tool. They wanted to merge all those 3 instances into 1 for both Sales and Service division and then integrate with the Main Autodesk Salesforce org.
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SMP Robotics
SMP Robotics faced challenges in transitioning to Salesforce for customer management. With no prior Salesforce experience, they relied on outdated legacy systems unsuitable for their needs. As they sold robots through dealers, providing these partners with Salesforce access via Experience Cloud was essential.
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OpsRamp
OpsRamp faced limited operational expertise in managing their Salesforce platform, along with poor data visibility that hindered real-time insights for their Sales and Marketing teams, they struggled with building and maintaining advanced reports and dashboards in Salesforce Einstein Analytics.
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Cisco
Cisco’s team manually processed high volumes of invoices in 15 formats, leading to delays, errors, and limited focus on reconciliation and compliance—resulting in suboptimal cycle time and accuracy.
Paloalto Networks
Challenges in managing partner onboarding, deal registration, and pipeline visibility due to disconnected tools and manual workflows. This led to delays in partner approvals, inconsistent data, and limited visibility into indirect sales performance
Symantec
customer and service data was spread across siloed systems, limiting visibility into threat activity, contract renewals, and account health—impacting timely response and proactive engagement.
Adobe
Sales and support teams operated with fragmented customer data across product lines, making it difficult to track engagement, manage renewals, and identify upsell opportunities.
Einstein Analytics
NanaWall was struggling with inefficient Sales Operations due to poor data visibility and lack of real-time access to Customer Data. They wanted to leverage Salesforce as an all-in- one solution and engaged Cloudalyze as a trusted partner.
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Autodesk
Autodesk was growing rapidly and has acquired 3 different subsidiaries. 2 of them already had salesforce for their CRM and one was using a different tool. They wanted to merge all those 3 instances into 1 for both Sales and Service division and then integrate with the Main Autodesk Salesforce org.
Raivat Property
Struggled to manage leads from multiple sources like websites and third-party platforms such as MagicBricks and Sulekha. Timely follow-ups, tracking agent activities, managing high-value deals, and enforcing lead-level access control were key operational challenges.
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Sunrun
Sunrun’s sales, installation, and support teams operated on fragmented systems, making it difficult to track the customer journey from lead to post-installation service. This lack of end-to-end visibility led to delays, miscommunication, and reduced customer satisfaction.
Plan Grid
PlanGrid managed customer data, subscription renewals, and support requests across multiple platforms, making it difficult to track account activity, usage trends, and upsell opportunities—impacting customer retention and growth in a competitive construction tech market.
Loop Health
Loop Health faces challenges in both lead generation and data accuracy, hindering sales efficiency. The lack of a systematic approach for lead tracking impacts flow and qualification, while non-standardized processes add complexity to pipeline management.
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CRC Health
CRC was facing disconnect between provider and patient data and EHR data were not synced properly in the system.
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Davita
Measuring patient safety in a facility centers on the basis of administrative datasets and identifying the factors which will be affecting patient safety in future.
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Oak St.Health
Measuring patient safety in a facility centers on the basis of administrative datasets and identifying the factors which will be affecting patient safety in future.
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Breakthrough New York
BTNY encountered challenges with data accuracy and integration between Form Assembly and Salesforce. They needed to update key fields in Salesforce for better reporting accuracy while also addressing issues with Form Assembly submissions not reflecting in Salesforce.
Eagle Rock Camp
The application information generated on our client’s website used to go their mailbox directly whose details they had to enter manually in Apricot CRM.
Duke University
The application information generated on our client’s website used to go their mailbox directly whose details they had to enter manually in Apricot CRM.
StreetCode Academy
Measuring patient safety in a facility centers on the basis of administrative datasets and identifying the factors which will be affecting patient safety in future.
TAB bank
TAB Bank was looking to grow their SF org by moving all commercial real estate lending operations out of spreadsheets and into SF. They needed a partner to help them make the big move and customize SF to meet their needs.
CRS Temporary Housing
CRSTH had been using SF over a decade and had hit a time of rapid growth. They knew the value of SF but needed to be more cost effective in order to keep up with the changing needs of the company. They needed a partner to help them find a way to decrease operating costs for SF, so they could continue growing the business for the future.
First Tech
The client faced low Salesforce adoption, poor opportunity attribution, and a fragmented application architecture. With limited data and disconnected systems, they lacked a unified member view and efficient lead and sales process management, prompting the need for a rearchitected CRM solution.
SF Fire Credit Union
Prioritizing member first service, community engagement, and innovation.SF fire credit union, dedicated to fostering financial success within the community.
Ridge Lending Group
team faced complexities in managing Opportunities and related fields, along with the need to set up Email Templates and Pardot Journeys to support education and engagement.
Patelco Credit Union
Patelco Credit Union relied on disconnected systems for member onboarding, loan processing, and service interactions, resulting in delays, inconsistent experiences, and limited visibility into member needs—hindering personalized service and operational efficiency.
Square
Square's month-end close process was delayed by system performance issues, required shutdowns, and complexity from multiple teams managing growing numbers of ledgers due to ongoing acquisitions.
Revlon
Revlon faced fragmented Product Data in Legacy Systems.The fragmented landscape posed a major risk to scalability and PLM implementation readiness.
Beam Suntory
Frequent SLA breaches occur due to high order volumes and the lack of standardized regional SOPs for generating Sales Orders in SAP, resulting in increased manual effort and process complexity.
Einstein Analytics
NanaWall was struggling with inefficient Sales Operations due to poor data visibility and lack of real-time access to Customer Data. They wanted to leverage Salesforce as an all-in- one solution and engaged Cloudalyze as a trusted partner.
Breakthrough New York
BTNY encountered challenges with data accuracy and integration between Form Assembly and Salesforce. They needed to update key fields in Salesforce for better reporting accuracy while also addressing issues with Form Assembly submissions not reflecting in Salesforce.
ASCM
Unsettled Invoices & Delayed Integration. Manual invoice generation led to unpaid invoices, demanding repeated reminders. Additionally, DynPro's Salesforce-Aptify integration, operating on a 30-minute schedule, consumed resources even during idle periods, posing efficiency challenges.
Eagle Rock Camp
Manually entered application data from emails into Apricot CRM, leading to inefficiencies. They lacked a web-to-lead form and found their existing CRM costly, prompting a need for a more efficient and affordable solution.
Namun Group
Relied heavily on Excel for daily operations, leading to time-consuming manual processes. They lacked an automated system to streamline and manage their tasks efficiently.
Global Visionaries
The client faced challenges operating on the outdated NPSP 2.0 household model, with scattered and duplicate data limiting efficiency. Migration to NPSP 3.0 required thorough data sanitization, transformation, and deduplication for smooth operations.
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Ideas Beyound Borders
Struggled with donor engagement due to lack of acknowledgment workflows, email alerts, and donor manager tasks. They also faced challenges with contact segmentation, DNC configuration, and understanding email analytics through Mailchimp.
Otsuka
Unsettled Invoices & Delayed Integration. Manual invoice generation led to unpaid invoices, demanding repeated reminders. Additionally, DynPro's Salesforce-Aptify integration, operating on a 30-minute schedule, consumed resources even during idle periods, posing efficiency challenges.
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Rohan Enterprises
Lacked visibility into their sales team's daily activities, with teams working in silos and minimal updates on opportunities or meetings. Tracking performance, follow-ups, and maintaining centralized records was a major challenge, limiting management’s ability to monitor progress and drive results.
Duphar Brothers
Faced major inefficiencies due to outdated technology and siloed ERP systems, making sales pipeline management and customer tracking difficult. Manual processes across emails, Excel, and order management led to delays, errors, and lack of real-time insights, impacting customer experience and business growth.
CC Engineering
Modernize C.C. Engineers Pvt. Ltd's technology stack to overcome manual processes, improve sales pipeline management, and enhance customer interaction and maximizing organizational growth