Why case studys from Mergen?
Every case study lists hard outcome metrics โ cycle time, cost, quality, NPS โ not soft win statements.
Programmes spanning Fortune-500 banks, top-10 insurers, global manufacturers, 32-hospital health systems.
Each transformation distills into a repeatable architecture pattern โ codified in our delivery library.
A high-growth SaaS firm rebuilt its revenue architecture as it crossed $2B ARR โ quote-to-cash now closes in hours, not days.
A broadcast network unified ad-sales operations on Salesforce. Inventory management + deal-management + revenue management on a single platform.
Read case study โA national residential brokerage unified agent + customer lifecycle on Salesforce. Agent productivity up 32%; customer NPS up 28 points.
Read case study โA Registered Investment Advisor with $14B AUM rolled out Sales Cloud + FSC for 240 advisors. AUM growth from existing clients up…
Read case study โA 3PL provider rebuilt B2B selling on Sales Cloud with account-based patterns. Pipeline-to-close cycle compressed 32%.
Read case study โA global hotel chain unified corporate-account sales on Sales Cloud across 1,200 properties. RFP win rate up 14 points; account expansion accelerated.
Read case study โA 14-campus university system unified admissions on Dynamics 365 + Salesforce. Application-to-decision cycle compressed 41%; yield rate up 8 points.
Read case study โAn industrial-products manufacturer deployed Sales Cloud across 1,800 distributors with custom partner-portal flows. Distributor-quoted revenue up 18% in 2 quarters.
Read case study โA specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.
Read case study โA wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28…
Read case study โA high-growth B2B SaaS company replatformed CRM on Salesforce Sales Cloud + Einstein AI. Sales cycle compressed 28%, win rate up 14…
Read case study โA top-10 US lender replaced a 30-year-old origination platform with Salesforce Financial Services Cloud + Mergen DocAI. STP rose from 32% to…
Read case study โEvery Mergen case study was written by a working practitioner. Want a conversation with one of them?
Connect with a certified architect and explore how Mergen can accelerate your transformation.
Receive a comprehensive platform health check and a prioritized roadmap.
See how organizations like yours achieved measurable results.
Ready to go? Tell us about your initiative and we'll scope an engagement in 48 hours.