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Salesforce Case Studies: Projects and Outcomes
See how Salesforce projects tackled real business problems, from document automation and ERP integration to org consolidation and ongoing platform support. Each case study covers the client's situation, the approach taken and the results reported.
- Case studies
- 8 Salesforce projects
- Platforms
- Salesforce, Certinia, Conga, Litify
8 Salesforce case studies
Browse the Case Studies
Covering Conga document automation, Certinia ERP, org consolidation, administration, Litify and global CRM rollouts.
ExhibitionConga Document Automation
Automated sales contracts and invoices with Conga Composer and Adobe Sign integration.
Event ServicesCertinia Financial Implementation & Support
Certinia ERP and financial operations support running natively on Salesforce.
ExhibitionOrg Consolidation & Lightning Upgrade
Three Salesforce orgs merged into one and moved from Classic to Lightning Experience.
Oil & GasAdministration & Business Analysis Support
Continuous Salesforce administration and business analysis for a leading energy producer.
Advertising ServicesSales Cloud & Certinia Operational Support
Administration and operational support that unified global sales and marketing data.
Legal ServicesLitify Implementation & Integration
Litify built from scratch and connected to an ordering platform and DocuRio.
Digital MarketingSalesforce Support & Flow Migration
Ongoing support, legacy automation moved to Flows and bulk lead conversion with Apex Batch.
Global EnterpriseGlobal CRM Implementation with Conga
Conga CRM, CPQ and CLM rolled out across multiple business units worldwide.
Related services
Salesforce services in the UAESalesforce implementationSalesforce consultingSalesforce managed servicesCertinia services
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