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.
Outcomes Achieved
- Operational Excellence through 24/7 Data Pipeline Support
- Streamlined Support and Enhanced Efficiency for Airbnb
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.
Outcomes Achieved
- Improved Customer Satisfaction + Retention
- Customer Support Automation + Self-Service
- Seamless Growth + Scalability
Fill the Form
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 With no prior Salesforce experience, they relied on outdated legacy systems unsuitable for their needs.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.
Outcomes Achieved
- Salesforce Integration Enhances Collaboration for SMP Robotics
- SMP Robotics Drives Sales Excellence with Salesforce Insights
HP
.......................
Outcomes Achieved
- I
- C
- S
Paloalto Networks
...........................
Outcomes Achieved
- I
- C
- S
Tivo
.............................
Outcomes Achieved
- I
- C
- S
nvidia
..........................
Outcomes Achieved
- I
- C
- S
harmonic
.............
Outcomes Achieved
- I
- C
- S
Symantec
..........................
Outcomes Achieved
- I
- C
- S
Adobe
...........................
Outcomes Achieved
- I
- C
- S
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.
Outcomes Achieved
- Daily Salesforce admin support & traning.
- Advanced report & dashboard design
- Data segmentation via Einstein Analytics
- Improved visibility into business pipeline
Micron
.......................
Outcomes Achieved
- I
- C
- S
Maxim Integrated
...................
Outcomes Achieved
- I
- C
- S
Cisco
.................
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.
Outcomes Achieved
- Improved Data Visibility + Fast Deal Closing
- Improved Customer Support and reduced SLA
- Seamless Integrations and improvised CRM
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.
Outcomes Achieved
- Increased Sales Team Productivity
- Maximized Market Profitability
- Improved Sales Team User Adoption
Fill the Form
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.
Outcomes Achieved
- Improved Data Visibility + Fast Deal Closing
- Improved Customer Support and reduced SLA
- Seamless Integrations and improvised CRM
PlanGrid
...........................
Outcomes Achieved
- I
- IS
Sunrun
.............................
Outcomes Achieved
- I
- I
- S
Uncommon Construction
.............................
Outcomes Achieved
- I
- I
- S
Mejestique Landmark
.............................
Outcomes Achieved
- I
- I
- S
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.
Outcomes Achieved
- Web-o-lead and email-to-lead setup
- Automated alerts and SLA reminder
- Lead and opportunity stage trackin
- Role-based data access and securit
Medline
................................
Outcomes Achieved
- S
- C
- S
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.
Outcomes Achieved
- Efficient Lead Management and Enhanced Visibility
- Elevated Collaboration and Visibility for Doctors and Patients
GlaxoSmithKline
....................
Outcomes Achieved
- S
- C
- S
CRC Health
CRC was facing disconnect between provider and patient data and EHR data were not synced properly in the system.
Outcomes Achieved
- Patient data quality increased by 80%
- Provider communication quality increased by 72%
- EHR transactions increased by 75%
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.
Outcomes Achieved
- Predictive Probability Estimation
- Feature Importance Analysis
Oak Street Health
..................
Outcomes Achieved
- S
- C
- S
StreetCode Academy
Streamlining constituent data processes for StreetCode Academy involved integrating diverse data from community members, students, donors, volunteers, foundations, corporations, and organizations into Salesforce.
Outcomes Achieved
- Increased Sales Team Productivity
- Maximized Market Profitability
- Improved Sales Team User Adoption
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.
Outcomes Achieved
- Integrating for Engagement
- The Impact: A Transformed Journey
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.
Outcomes Achieved
- Creation of Web to Lead form
- Data Migration
- Migration of CRM from Apricot to Salesforce
Duke University
........................
Outcomes Achieved
- I
- M
- I
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.
Outcomes Achieved
- Seamless Lending Process + SF ROI
- Custom Application + Increased Opportunity Visibility
- Streamlined Sales Operations
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.
Outcomes Achieved
- SF Org Migration + Cost Effective Operations
- Data Migration Powers Efficient Workflows
- Higher Salesforce ROI + Foundation for Future Growth
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.
Outcomes Achieved
- Identified process & tech gaps
- Delivered architecture design artifacts
- Guided re-architecture implementation
- Provided tech management support
Square
...............
Outcomes Achieved
- S
- D
- H
Patelco
.....................
Outcomes Achieved
- S
- D
- H
The world Bank
.......................
Outcomes Achieved
- S
- D
- H
Download Our Success Story
Fill in your details to access the PDF instantly.
Revlon
Revlon faced fragmented Product Data in Legacy Systems.The fragmented landscape posed a major risk to scalability and PLM implementation readiness.
Outcomes Achieved
- AI-based extraction, consolidation and mapping of complex product data.
- Integrated data from different environments into a unified structure.
- Custom- built Data Stewardship Console.
Beam Suntory
...................................
Outcomes Achieved
- S
- D
- H
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.
Outcomes Achieved
- Increased Sales Team Productivity
- Maximized Market Profitability
- Improved Sales Team User Adoption
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.
Outcomes Achieved
- Integrating for Engagement
- The Impact: A Transformed Journey
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.
Outcomes Achieved
- SF Org Migration + Cost Effective Operations
- Data Migration Powers Efficient Workflows
- Higher Salesforce ROI + Foundation for Future Growth
Grades of green
..................
Outcomes Achieved
- D
- H
- R
Milwaukee Film
...............
Outcomes Achieved
- S
- D
- H
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.
Outcomes Achieved
- End-to-end digital transformation
- Implemented Volunteer for Salesforce
- Set up program and campaign tracking
- Salesforce training for client team
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.
Outcomes Achieved
- Web-to-lead form setup
- WordPress–Salesforce integration
- CRM data migration
- Custom data model for interviews
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.
Outcomes Achieved
- Migrated to NPSP 3.0
- Data sanitization and transformation
- Efficient data deduplication
- Improved contact data management
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.
Outcomes Achieved
- Automated donor acknowledgment
- Email alerts for new donations
- Mailchimp–Salesforce integration
- Contact segmentation and DNC sync
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.
Outcomes Achieved
- SF Org Migration + Cost Effective Operations
- Data Migration Powers Efficient Workflows
- Higher Salesforce ROI + Foundation for Future Growth
POPAWALA
.........................
Outcomes Achieved
- S
- D
- H
Milwaukee Film
...............
Outcomes Achieved
- S
- D
- H
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.
Outcomes Achieved
- Customized Salesforce processes
- Check-in/check-out feature setup
- Simplified meeting tracking
- User-friendly sales app
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.
Outcomes Achieved
- End-to-end Salesforce implementation
- Web-to-lead and quote tracking
- ERP–Salesforce integration
- Real-time sales activity logging
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
Outcomes Achieved
- Real-time quote generation
- 100% Salesforce adoption
- Streamlined order management
- Full sales process visibility