Proven Outcomes Across Salesforce, Data & AI
Salesforce Use Cases
End-to-end implementations, portals, org merges and platform audits across the Salesforce ecosystem.
Loan Processing App
Loan applications with real-time KYC, eligibility checks and automatic offer generation.
Financial Services Cloud · OmniStudio · eSign · third-party KYC · MuleSoft
- Ready for business UAT in under 4 months
- Slow Flex Cards replaced with fast LWC
- Streamlined MuleSoft integration
Partner Support Program
A self-managed portal where partners run their AppExchange orders, support and incentives.
Sales, Service & Experience Cloud · order processing · API integrations · Karate QA
- Self-managed portal with all key vitals
- Streamlined support program
- Transparent incentives
Support for a Learning Platform
A multi-channel help portal with knowledge base, chatbot and KPI reporting.
Experience Cloud · Einstein Bot · Omni-Channel · Service Cloud
- Reduced case resolution time
- Consistent resolution across channels
- Measurable KPIs for management
Org Merge & Program Unification
Two Salesforce orgs unified into one certification system with a 360° learner view.
MuleSoft API-led architecture · legacy data & user migration, zero downtime
- Unified learner view
- Reduced technical footprint
- Framework reused for acquired programs
Learner Engagement Platform
A guided learning community from onboarding to course completion.
Experience Cloud community · milestone journey tracking · AURA/LWC/Apex UI
- Guided end-to-end learning journey
- Trackable program ROI insights
Architecture Review, Digital Bank
Independent audit of a Salesforce implementation and its integrations for an EU/UK digital bank.
Full implementation & integration audit · data cleanup (org at 105% of 100 GB)
- Avoided recurring storage charges
- Prevented inadvertent system changes
Products & Pricing on One Platform
A leading investment bank running products, pricing, sales and marketing on Salesforce.
Sales Cloud · Service Cloud · CPQ · Marketing Cloud · ERP integrations
- Sharper marketing strategies
- Full product & pricing lifecycle in one place
Data & Analytics Use Cases
Governed data platforms and executive-grade reporting on Snowflake, Tableau and Power BI.
Sales & Project Intelligence
Fragmented regional reporting unified on a Snowflake + Tableau Cloud platform.
Snowflake governed data layer · Tableau Prep pipelines · executive KPI dashboards
- Centralized sales visibility across projects
- Faster executive reviews
- Manual Excel consolidation eliminated
Sales Play Command Centre
A real-time commercial cockpit on live Salesforce data.
Tableau Cloud with live Salesforce connectivity · pipelines across Salesforce, Highspot, Outlook
- Real-time sales visibility, zero manual consolidation
- Better pipeline execution
After-Sales Service Intelligence
A national service network measured end to end in Power BI.
Vendor scorecards · SLA monitoring · escalation tracking · row-level security by geography
- Stronger service governance
- Faster escalation management
- Sharper accountability
ARR Reporting & Data Governance
Recurring-revenue reporting in Power BI, with Snowflake as the single source of truth.
Standardized billing/subscription pipelines · ARR dashboards (growth, churn, expansion) · governance framework
- Trusted ARR numbers, one definition everywhere
- Data quality issues surfaced early
Agentic AI Use Cases
AI agents on Agentforce and Data Cloud that turn days of manual work into minutes.
Smart Partner Onboarding
5 days → 1 hour
End-to-end onboarding time, fully automated.
Experience Cloud vendor portal · Agentforce + Gemini OCR licence extraction · auto-flagging of invalid documents
- Audit-ready compliance
- Multilingual vendor experience
- Scales to any regulated industry
Smart Guest Assistant
An AI concierge on a unified Guest 360.
Agentforce concierge for queries, menus & local guidance · automated confirmations & upsell offers · multi-channel
- Faster service with lower staff workload
- New upsell revenue
- Scales across hotel chains
Loan Application Copilot
Days → minutes
Loan approval turnaround, AI-guided end to end.
Automated intake wizard on Financial Services Cloud · real-time KYC parsing · auto-generated offers
- AI-guided bankers
- Stronger compliance
- Instant offers for customers
SkillBridge — Gemini Accelerator
Instant, ranked, explainable matching of project needs to vendor skills.
LLMs · Salesforce Data Cloud · full-stack web app
- Better resource utilization
- Faster project kick-off
- Salesforce + Data + AI in one platform
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