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Case Study

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May 14, 2024

Navigating Financial Horizons: Tableau’s Strategic Role in Banking Operations

About The Client Operating from the United States, our client empowers individuals to overcome credit card debts and achieve financial freedom. By facilitating streamlined debt repayment solutions, they utilize Salesforce for various operations. However, data discrepancies arose from scattered information across multiple platforms, prompting the need for a cohesive data management strategy. However, their initial […]

May 13, 2024

Building Visibility & Value: Optimizing Supply Chain Management With Tableau

Introduction Our client, a leading multinational consumer electronics manufacturer, has a dominant presence across North America, Europe, and Asia. Renowned for their innovative products and exceptional customer service, they’ve achieved remarkable growth in recent years, strategically expanding their product offerings and global reach. However, this very success presented a new hurdle: managing the complexities of […]

April 17, 2024

Transformative Touchpoints: ServiceNow CSM Implementation for Financial Excellence

Introduction The client is a prominent financial services firm specializing in investment banking, asset management, and retail banking services. The firm aimed to overhaul its customer service operations to keep pace with the rapidly evolving financial sector and increasing customer expectations. Their customer service team operates across phone, email, social media, and in-person interactions, ensuring […]

April 16, 2024

Wellness in Workflow: Implementing ServiceNow ITSM for Healthcare Providers

Introduction The client is a leading healthcare provider, sought to revolutionize its IT service management to enhance operational efficiency and patient care. The organization offered various healthcare services and needed help with outdated IT systems hampering its service delivery. Challenge Some of the major challenges faced were: 1. Inefficient IT Service Management: The client’s outdated […]

September 30, 2022

Streamline Healthcare: Salesforce Health Cloud Implementation with Third-Party Integration

About the Company Our client is a USA-based, solutions-driven firm offering creative solutions to bio-responsive technologies. They focus on providing chronic care management and monitoring of the patients remotely. In addition to this, they provide patients with medical nutrition therapy as well. Being supported by existing applications, the client wanted to integrate Salesforce Health Cloud […]

September 19, 2022

Healthcare Ecommerce Revolution: Streamline Operations with Salesforce B2B Commerce Cloud

About the Company Our client operates a medical equipment business that services various healthcare providers, including Hospitals, Clinics, and Diagnostic Centers. Their physical store is in the United States, and they want to expand their operations to Europe and the United Kingdom. To achieve this, they planned to launch the business online, allowing them to […]

September 19, 2022

Unlocking Marketing Mastery: Seamless Marketing Cloud Advertising Implementation for Your Real Estate Success!

About the Company Our esteemed client is a leading real estate agency providing their customers with rental and purchase assistance. They operate in the USA and Canada and provide comprehensive information and resources to assist their clients in making informed real estate decisions. Their primary focus is on providing their customers competitive pricing, luxurious amenities, […]

September 16, 2022

Empowering Educational Journey with Salesforce Advertising Studio

About the Company Our esteemed client from Canada is an educational organization and has numerous institutes located all around the country. They marketed themselves online as well as offline using various ways like billboard ads, advertisements on radio, google ads, and so on. Despite putting in much effort in marketing, they could not reach a […]

June 29, 2022

Effortless document generation with Nintex Drawloop DocGen and  Salesforce

About the Company Our esteemed client is an event management firm that operates in the United States. They organize 5 to 7 events every month for an average of 500-10,000 attendees across the nation. The client focused on creating, printing, and sharing event invitations, itineraries, notices, and reports. Their team had to customize these resources […]

June 22, 2022

Optimizing Logistics and Shipment Operations: Nintex RPA Integration with Salesforce for Seamless Efficiency

About the company Our client is a global supply chain and logistics provider with multiple warehouses located across the United States. They offer warehouse and inventory management services across the nation. They have a sales department to generate new accounts for clients in a spreadsheet-based system. Additionally, they are responsible for the transportation of goods […]

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