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 national membership association rebuilt member portal + engagement on Salesforce. Member retention up 8 points; new-member conversion up 14 points.
A national residential brokerage unified agent + customer lifecycle on Salesforce. Agent productivity up 32%; customer NPS up 28 points.
Read case study โA department store chain unified omnichannel orchestration across 240 stores + e-comm + marketplaces. Order-fulfillment cost per unit down 22%.
Read case study โA global reinsurer rebuilt cedent + broker inquiry management on Service Cloud. Inquiry-response time down 47%; broker NPS up 26 points.
Read case study โA 3PL provider built high-touch Service Cloud experience for enterprise customers. Top-50 customer NPS up 32 points; account churn reduced.
Read case study โA public university deployed Salesforce Education Cloud for student success โ early-warning systems, advisor coordination. 4-year graduation rate up 6 points.
Read case study โA state agency built a unified citizen-service portal on Salesforce Service Cloud + Public Sector Solutions. 60% of inquiries now self-served.
Read case study โA high-growth B2B SaaS company replaced 4 disconnected support tools with Salesforce Service Cloud. CSAT up 18 points; agent capacity up 32%.
Read case study โA telecom carrier built a white-glove Service Cloud experience for its top-100 enterprise accounts with named technical-account managers and 24ร7 dedicated escalation.
Read case study โA specialty retailer modernized customer service with Service Cloud + Einstein conversational AI. Result: 38% deflection rate, 4.7/5 CSAT, lower per-contact cost.
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?
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