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All Analyst Mention / Award 5 Blog 65 Case Study 244 Newsletter 10 Press Release 16 Webinar / Event 39 Whitepaper / eBook 20
Filtered by topic Service Cloud ร— View all case studys โ†’

Why case studys from Mergen?

Built by the team actually doing the work.

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Measured outcomes

Every case study lists hard outcome metrics โ€” cycle time, cost, quality, NPS โ€” not soft win statements.

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Tier-1 enterprise scope

Programmes spanning Fortune-500 banks, top-10 insurers, global manufacturers, 32-hospital health systems.

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Reusable patterns

Each transformation distills into a repeatable architecture pattern โ€” codified in our delivery library.

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All Case Studys

10 total
Case Study ยท Real Estate

National Residential Brokerage: Salesforce for Agent + Customer Lifecycle

A national residential brokerage unified agent + customer lifecycle on Salesforce. Agent productivity up 32%; customer NPS up 28 points.

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Case Study ยท Retail

Department Store Chain: Omnichannel Orchestration on Salesforce + Custom OMS

A department store chain unified omnichannel orchestration across 240 stores + e-comm + marketplaces. Order-fulfillment cost per unit down 22%.

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Case Study ยท 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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Case Study ยท Logistics

3PL Logistics: Service Cloud for High-Touch Enterprise Customer Support

A 3PL provider built high-touch Service Cloud experience for enterprise customers. Top-50 customer NPS up 32 points; account churn reduced.

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Case Study ยท Education

Public University: Student Success on Salesforce Education Cloud

A public university deployed Salesforce Education Cloud for student success โ€” early-warning systems, advisor coordination. 4-year graduation rate up 6 points.

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Case Study ยท 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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Case Study ยท Technology

B2B SaaS Co: Service Cloud Replacing 4 Disconnected Support Tools

A high-growth B2B SaaS company replaced 4 disconnected support tools with Salesforce Service Cloud. CSAT up 18 points; agent capacity up 32%.

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Case Study ยท 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 24ร—7 dedicated escalation.

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Case Study ยท 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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Case Study ยท 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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