Case studies
Salesforce, HubSpot, and AI case studies
What we built for real clients, from AI agents that draft Salesforce quotes to inventory systems, credit applications, org migrations, and revenue dashboards.
- Industrial supply (precision measuring instruments)
Industrial supplier
An AI agent that turns quote-request emails into Salesforce quotes
- Specialty retail (pianos)
Piano retailer
Running a multi-showroom piano business on one Salesforce org
- Commercial finance (factoring)
Commercial lender
From website form to signed credit application, without re-keying
- Logistics and transportation
Logistics company
Moving a logistics sales team to a new Salesforce instance
- Software (developer tools)
Software company
One Salesforce org for a software company that grew by acquisition
- Legal services (arbitration and mediation)
Arbitration firm
A Salesforce portal and billing system for an arbitration firm
- Hospitality and membership workspaces
Membership workspaces
Membership and private events, tracked location by location
- Technology research and advisory
Research firm
Revenue operations for a research firm with many business units
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