Case Studies
Transforming Customer & Partner Support with Salesforce Service Cloud & Experience Sites
Transforming Customer and Partner Support with Salesforce Service Cloud and Experience Sites In today’s fast-paced business environment, delivering seamless support to customers and partners is no...
Transforming a Legacy Salesforce Org: Classic to Lightning Migration
Client: Mid-sized organization using Salesforce Classic Partner: MC4 Solutions Service: Full Classic to Lightning Migration & UX Redesign Timeline: 8 Weeks The Challenge: Technical Debt and...
Beyond the Button: What We Learned from a Recent Salesforce Lightning Migration
Migrating from Salesforce Classic to Lightning is more than just a visual update. It fundamentally changes navigation, permissions, page layouts, and the way users interact with the platform every...
Zendesk to Salesforce Migration
Zendesk to Salesforce Migration This guide is tailored for a Zendesk to Salesforce migration, drawing from our experience. Many of these steps can also be applied to migrating from other ticketing...
CPQ Implementation
CPQ Implementation Challenge: A Telecommunications customer had hired a Salesforce consulting partner to do their CPQ Implementation and the project was not making any forward progress so they...
Service Cloud
Enhancing Channel Support Operations in the Telecom Industry with Salesforce Service Cloud Introduction: In the competitive telecom industry, providing exceptional support to channel partners is...
CPQ Configuration
CPQ Configuration Case Study Challenge: A Clinical Research Organization that is currently using CPQ needing to build out a pricing structure based on current capacity and demand. The client...