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Salesforce Case Studies

23 total
5 KEY METRIC
Case Study · Public Sector

Major Symphony Orchestra — Patron Experience Platform

A major US symphony orchestra unified patron experience on Salesforce — subscription renewal +18%.

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28% CHANGE
Case Study · Telecom

Mobile MVNO: Customer Acquisition + Lifecycle on Marketing Cloud

A mobile MVNO built end-to-end customer-acquisition + lifecycle on Marketing Cloud. Cost per acquisition down 28%; churn down 14 points.

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32% CHANGE
Case Study · Public Sector

First-Responder Agency: CAD + Records Modernization on Salesforce + Azure

A regional first-responder agency modernized CAD + records management. Dispatch time down 32%; CJIS compliance maintained.

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34% CHANGE
Case Study · Retail

Off-Price Retailer: Treasure-Hunt Commerce Cloud Implementation

An off-price retailer launched a Commerce Cloud experience preserving the in-store treasure-hunt feel online. Unique-visit-to-purchase rate up 34%.

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32% CHANGE
Case Study · Retail

Beauty Brand: Marketing Cloud + Loyalty for Cross-Brand Engagement

A multi-brand beauty company unified loyalty + Marketing Cloud across 7 brands. Cross-brand purchase rate up 32%.

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21% CHANGE
Case Study · BFSI

Independent RIA Firm: Sales Cloud + Financial Services Cloud for Advisor Productivity

A Registered Investment Advisor with $14B AUM rolled out Sales Cloud + FSC for 240 advisors. AUM growth from existing clients up…

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14% CHANGE
Case Study · Retail

Specialty Retailer: Einstein for Dynamic Pricing + Promotion Optimization

A specialty retailer deployed Einstein for dynamic pricing + promotion optimization. Margin protection + revenue lift simultaneously.

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4,200 KEY METRIC
Case Study · Manufacturing

Industrial Conglomerate: Salesforce Integration Across 12 Business Units

An industrial conglomerate integrated Salesforce across 12 BUs with 47 source systems. Single customer record; unified marketing + sales view.

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47% CHANGE
Case Study · BFSI

Global Reinsurer: Service Cloud for Cedent + Broker Inquiry Management

A global reinsurer rebuilt cedent + broker inquiry management on Service Cloud. Inquiry-response time down 47%; broker NPS up 26 points.

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64% CHANGE
Case Study · Manufacturing

B2B Industrial Distributor: Commerce Cloud B2B for Customer Self-Service

A B2B industrial distributor launched Commerce Cloud B2B for customer self-service. Order-cycle time down 64%; customer satisfaction up 32 NPS points.

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67% CHANGE
Case Study · BFSI

Tier-1 Bank: ServiceNow + Salesforce + Microsoft Tri-Platform Integration

A tier-1 bank integrated ServiceNow (back-office), Salesforce (front-office), Microsoft (productivity) into a unified employee + customer experience.

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100% CHANGE
Case Study · Healthcare

Health System: ServiceNow + Salesforce + Microsoft for Clinical + Patient Experience

A health system unified clinical operations (ServiceNow), patient experience (Salesforce Health Cloud), and clinician productivity (Microsoft) onto a shared identity + data…

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5 KEY METRIC
Case Study · Retail

Fashion Retailer: Marketing Cloud Personalization at Scale

A fashion retailer deployed Marketing Cloud personalization across 14M customer records. Email engagement up 5×; cart-recovery revenue up 47%.

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60% CHANGE
Case Study · Public Sector

State Agency: Salesforce Service Cloud for Citizen Service Portal

A state agency built a unified citizen-service portal on Salesforce Service Cloud + Public Sector Solutions. 60% of inquiries now self-served.

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18% CHANGE
Case Study · Manufacturing

Industrial Distributor: Salesforce Sales Cloud Across 1,800 Distributors

An industrial-products manufacturer deployed Sales Cloud across 1,800 distributors with custom partner-portal flows. Distributor-quoted revenue up 18% in 2 quarters.

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41% CHANGE
Case Study · BFSI

Insurance Carrier: Broker Portal on Sales Cloud + Experience Cloud

A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.

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73% CHANGE
Case Study · Telecom

Telco Enterprise Tier: White-Glove Service Cloud for Top-100 Accounts

A telecom carrier built a white-glove Service Cloud experience for its top-100 enterprise accounts with named technical-account managers and 24×7 dedicated escalation.

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23% CHANGE
Case Study · Healthcare

Regional Health Plan: Member Engagement on Marketing Cloud

A regional health plan deployed Marketing Cloud for member engagement on preventive-care campaigns. Annual wellness-visit completion up 23%.

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32% CHANGE
Case Study · Retail

Apparel Brand: Headless Commerce on Salesforce Commerce Cloud + OMS

A specialty apparel brand replatformed on Salesforce Commerce Cloud with headless front-end + unified OMS. Conversion up 32%; inventory accuracy 97%.

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14% CHANGE
Case Study · BFSI

Wealth Manager: Einstein Next-Best-Action for Advisor Productivity

A wealth manager deployed Einstein Next-Best-Action across 3,400 advisors. AUM growth from existing clients up 14%; advisor satisfaction with tooling up 28…

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38% CHANGE
Case Study · Retail

Specialty Retailer: 4.7/5 CSAT with Salesforce Service Cloud + Conversational AI

A specialty retailer modernized customer service with Service Cloud + Einstein conversational AI. Result: 38% deflection rate, 4.7/5 CSAT, lower per-contact cost.

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4 KEY METRIC
Case Study · Retail

Multi-Brand CPG: 4× Personalization Lift with Marketing Cloud + CDP

A multi-brand CPG built a unified customer data platform on Salesforce Data Cloud + Marketing Cloud. Email engagement up 4×, attributed revenue…

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Case Study · BFSI

Top-10 US Mortgage Lender: 36-Hour Time-to-Decision with Salesforce FSC

A top-10 US lender replaced a 30-year-old origination platform with Salesforce Financial Services Cloud + Mergen DocAI. STP rose from 32% to…

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