Every great business has a story to tell.
We believe in the power of stories to inspire more innovative solutions.
Manufacturing
Hagen Group Transforms Customer Service with Agentforce AI
Global pet supply manufacturer Rolf C. Hagen Group faced significant customer support challenges from high case volumes and inconsistent information. Coastal implemented an AI-powered Agentforce solution, dramatically improving efficiency, response times, and customer satisfaction.
Team: Coastal
06.16.25
Healthcare
Salesforce FSL is Changing Home Health with AI Dispatch, Scheduling, and Care Services
Madison Ave Consulting replaced a home healthcare agency's unscalable spreadsheet processes with Salesforce Field Service Lightning, introducing AI decisioning, mobile workforce management and automated workflows. This transformation showcases the versatility of FSL in healthcare and establishes Madison Ave as a leader in innovative, efficient solutions for home healthcare agencies.
Team: Madison Avenue Consulting
04.21.25
Retail
LG Electronics Unifies Global B2B Sales with Redtag’s Salesforce Expertise
LG Electronics partnered with Redtag to unify fragmented Salesforce environments, personalize B2B pricing strategies, and streamline operations across global business units- all using a customized Salesforce CPQ solution.
Team: RedTag
03.27.25
Media
Hype AI is the Best AI Tool for Marketing that Transforms a Single Brief into Fully Integrated Content.
Hype AI is a generative AI platform revolutionizing content creation for marketers, bloggers, and social media managers. It transforms simple briefs into brand-aligned content, eliminating content struggles and boosting productivity. Hype AI generates engaging emails, social posts, and blogs that resonate with audiences. With standout content, eye-catching product photos, ready-to-launch ads, and smart marketing strategies, it streamlines workflows for effortless, high-impact campaigns.
Team: OCloud Solutions
03.17.25
Professional Services
Kander Transforms into a Next-Gen Salesforce Consultancy with TalentConnect
Kander, a boutique firm, identified an opportunity to scale sustainably amid rising demand. By partnering with Third Republic’s TalentConnect, they accessed top-tier Salesforce talent and expanded their global capabilities. This collaboration enabled Kander to consistently deliver exceptional value to their customers, effectively managing fluctuating project demands while maintaining the highest standards of service.
Team: Third Republic
02.27.25
Healthcare & Life Sciences
Edison Home Health Care Uses Salesforce to Grow 10x and Get Acquired
This story shows the potential of comprehensive Salesforce-based digital transformation. Initially a powerful sales and marketing tool, Madison Ave Consulting and Edison partnered to make Salesforce the operating system for the entire business.
Team: Madison Ave Consulting
11.05.24
Healthcare & Life Sciences
How Sage Health Tripled its Sales Team with Salesforce Sales Cloud & AthenaOne
Sage Health is a healthcare provider focused on improving health and quality of life for private-pay Medicare patients and seniors. The company now operates 11 neighborhood health centers spread across four states.
Team: Wise Wolves Consultancy
10.08.24
Healthcare & Life Sciences
Baptist Health Transforms Consumer Care with Health Cloud and Data Cloud
In a world where healthcare costs are soaring and consumers expect more than ever, Baptist Health took a bold step. Teaming up with Coastal, they embraced cutting-edge technology to make healthcare more effective, efficient, and proactive. They shifted to a consumer-centered approach, broke down departmental silos, and put prevention at the forefront. The outcome? Consumers are more engaged, operations run smoother, and providing quality care is easier and more proactive, which helps prevent more serious health issues down the road.
Team: Coastal
09.26.24
Consumer Goods
A Global Vision: Orion and EG Set a New Standard for the Consumer Goods Cloud
Global consumer electronics giant EG faced a series of unexpected challenges to its US market share. To address them, they turned to a pioneer of the consumer goods cloud, Salesforce consultancy Orion Global Solutions. The result was across-the-board innovation in revenue operations, as well as a transformational technology strategy that will impact EG's business for years to come. Along the way, the project teams at Orion and EG gained a deep appreciation for EG's customers, its workers, and one another.
Team: Orion Global Solutions
09.26.24
Nonprofit
Amplifying Impact at Wounded Warrior Project
Wounded Warrior Project® (WWP) is unwavering in its dedication to our nation's heroes. However, outdated systems were holding back WWP's fundraising potential and limiting the support it could provide to veterans. They turned to Coastal to transform it's fundraising operations.
Team: Coastal
09.10.24
Financial Services
MDRT Increased Financial Advisory Clients’ Adoption of its Platform with Aptify
MDRT leverages the powerful combo of Salesforce Sales Cloud and Aptify membership data to empower their sales team with insights and streamlined workflows. The result? A sharp surge in financial advisory clients adopting the company's cutting-edge tools and services.
Team: Wise Wolves Consultancy
09.05.24
Healthcare & Life Sciences
Revolutionizing Behavioral Health: A Look at Salesforce's Health Cloud Software
Madison Ave Consulting launched a 10 days coaching program on Salesforce Health Cloud for The Hansen Foundation using their MX1 delivery methodology. It supported 40+ patients, achieced 100+ goals, and validated the directors' vision.
Team: Madison Ave Consulting
08.27.24
Healthcare & Life Sciences
MagGas Medical Chooses Wise Wolves to Accurately Track Inventory
MagGas Medical Inc. needed a solution to best track inventory in their warehouse and at patient locations. Poor inventory visibility was causing major problems – including missing critical oxygen deliveries. They turned to Wise Wolves and Salesforce to solve their inventory woes and eliminate costly errors
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Wise Wolves Help Ray America Inc. Scale Sales and Service Operations
Ray America Inc. was struggling to scale their U.S.-based sales and service operations. Sales, customer service, and field service weren’t collaborating effectively. As a result, customer experience suffered, customer churn increased, and costs were rising. Ray America Inc. needed a way to break down operational silos, replace manual processes, and leverage their customer data.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Wise Wolves Upgrades Sales Cloud for Candid Health
Candid Health collaborated with Wise Wolves to enhance organization and automation in their Salesforce instance, focusing on streamlining renewal opportunity management. Wise Wolves empowered Candid Health to effectively track, monitor, and close renewal opportunities, driving sales growth and improving overall performance.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Wise Wolves Sets Clarity Guardians Up for Growth with Field Service
As the company grows, Clarity Guardians needs an increasingly more organized, efficient way to assign patients a Guardian with the right skillset who is available when, and where, the patient is in need.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Upward Health leverages core, less-standard features of FSL
The Wise Wolves' team utilized their Salesforce expertise in FSL to uncover the lesser-known FSL core and non-standard features. By leveraging these findings, they successfully delivered the specific outcomes the Upward Health team requested.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Wise Wolves quickly enrolls Vesta Healthcare to Health Cloud
Vesta Healthcare faced a pressing deadline to transition to a new CRM system as their existing one was nearing its end-of-life. With the sunsetting of their old CRM, a swift migration was crucial to ensure uninterrupted and efficient management of patient records and healthcare operations.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
GOLO Improves Customer Service & Increases ReOrders
GOLO is an e-commerce health & wellness company that assists its clientelle in reaching their weight loss goals. After experiencing incredible growth, GOLO invested in a more robust CRM solution to support its Customer Support and Marketing teams, replacing ZOHO CRM with Salesforce Service Cloud & Marketing Cloud
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Retreat Behavioral Health Gets Data Vizualization to Make Better Decisions
Retreat Behavioral Health struggled analyzing their data because it wasn't syncing properly between systems. Strategic decisions for marketing, sales, and partnerships were getting more difficult to make.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Wise Wolves Helps PrudentRX Scale Fast with Salesforce
PrudentRX is a membership service that provides prescription discount programs to patients with specialty medications. With a new strategic partnership with a national drugstore, PrudentRx needed systems to quickly analyze customer data, resolve customer issues, and keep their new partner up to date with program changes.
Team: Wise Wolves Consultancy
08.27.24
Agriculture & Mining
Boston Tree Preservation Increases Daily Arborist Appointments by ~30% During Pa
Boston Tree Preservation is a family-own and -run business based in Boston that provides organic arborist and landscaping services. They were operating almost completely on paper - sending invoices and renewals manually by mail and creating uncertainty in revenue and business growth.
Team: Wise Wolves Consultancy
08.27.24
Healthcare & Life Sciences
Emory Healthcare
Emory Healthcare was using an older version of a Salesforce Healthcare app, and needed to unlock the power of Salesforce Clouds. In just ten weeks, Coastal Cloud migrated 75 million records and in 17 weeks, they implemented Health Cloud, Marketing Cloud, CRM Analytics, and Dataroma.
Team: Coastal
08.27.24
Retail
Pure Fishing
Pure Fishing, one of the world's largest makers of fishing tackle, ultimately wanted to improve ordering usability and streamline sales & order management processes in order to support the business and their more than 15,000 retailers in 20 countries. They manufacture about 30,000 different types of bait, fishing lures, rods, reels, and lines.
Team: Coastal
08.27.24
Nonprofit
Vibrant Emotional Health - National Suicide Hotline 988
The end goal of this project is a fully unified CRM for the 988 National Suicide Prevention Lifeline to support daily operations and functions for crisis centers including safety assessment call flow, capturing data, safety plans, referrals, managing follow ups, tracking emergency rescues, reporting and data, and quality assurance reviews.
Team: Coastal
08.27.24
Manufacturing
Link-Belt Excavators
Due to Coastal Cloud's experience with other manufacturing clients in the the dealer/ distributor model, LBX selected to work with Coastal Cloud to digitally transform their high-touch, disconnected system.
Team: Coastal
08.27.24
Financial Services
Affinipay "Better Together" initiative enables growth through cross-selling
After a series of mergers and acquisitions, AffiniPay found itself with 6 separate payment products - and 6 separate tech stacks. Behind that were dozens of data sources, applications, and processes that needed to be rewired. AffiniPay partnered with New York-based technology consultancy Orion Global Solutions to turn this challenge into a great business opportunity. This story describes how they did it.
Team: Orion Global Solutions
08.27.24
Healthcare & Life Sciences
Rebuilding the DentalXChange "Black Box" on Salesforce
How DentalXChange and Orion overcame a "black box" legacy IT system, rebuilt DentalXChange on Salesforce, and opened up a new future for the company
Team: Orion Global Solutions
08.27.24
Financial Services
Enabling Venbrook's Business Continuity Through Every Acquisition
Venbrook's Salesforce org originally wasn't designed to track, report, and maximize visibility between all of Venbrook’s businesses. Because of that, there were major user adoption issues. But the biggest challenge for Venbrook was servicing their customer base throughout all of the acquisitions and the changes that ensued. To keep customers happy, the integration of various new businesses and all of their customer data had to be seamless.
Team: Cloud Pathfinder LLC
08.27.24
Professional Services
We Are Rosie Uses Salesforce to Forecast Revenue of Network of 10k Freelancers
We Are Rosie's mission is to create a community for marketers of all backgrounds to find good jobs with Fortune 500 companies. Their community has grown to almost 10,000 freelance marketers, putting a strain on operations and making it difficult to accurately forecast revenue. Read the story to see how Cloud Pathfinder helped We Are Rosie use Salesforce to scale and make work easier for the whole community.
Team: Cloud Pathfinder LLC
08.27.24
High Tech
Autify Standardizes Processes with Salesforce to Increase Renewals
Managing Sales and Marketing teams is difficult, but for Autify, it was even more challenging. Two business units are located in different countries, and each team used different tools and processes to track and manage customers from lead to close. This made it difficult to get a wholistic view of the business's health. And, it was hard to scale. Cloud Pathfinder helped Autify get both teams on a single platform and get a clearer picture of Sales and Marketing efforts, making it easier to manage - and grow - the company's subscription model.
Team: Cloud Pathfinder LLC
08.27.24
High Tech
Cloud Pathfinder Helped MessageGears Optimize Salesforce for 6x Growth
"Salesforce just doesn't work for us anymore." That's what MessageGears was saying in 2021 when they had grown from 10 to 60 people. Over time they had developed more sophisticated processes for revenue operations, but nothing was documented, and unfortunately, no one on the team had the skills to build Salesforce to align to these processes. The disorganization that ensued in their Salesforce Org made it difficult to report on any data. It was time to bring in a partner to help.
Team: Cloud Pathfinder LLC
08.27.24
Manufacturing
Acuity Brands Moves onto Salesforce to Improve Marketing & Sales Collaboration
With Cloud Pathfinder's guidance and support, Acuity Brands now has a more robust marketing system with better analytics, lead management, and collaboration between tools & teams.
Team: Cloud Pathfinder LLC
08.27.24
Energy
Sentient Energy Reduces Manual Sales and Marketing Efforts with Salesforce
Cloud Pathfinder helped Sentient Energy clean up their tech stack and align Salesforce to their go-to-market operations. Now, they run coordinated sales and marketing efforts to drive leads through a funnel with minimal manual labor, freeing up their Sales team to focus on what's most important - customers.
Team: Cloud Pathfinder LLC
08.27.24
Travel, Transportation, & Hospitality
IoT Monitoring and Management System for Travel Trailers
Vova Trailer is one of the leading US manufacturers of premium-class travel trailers, mobile homes, and other recreational vehicles. The company asked us to deliver an IoT remote monitoring system to let trailer-owning users control a hardware bundle via mobile apps across connected devices and platforms.
Team: HebronSoft
08.27.24
Nonprofit
Web Development and Web Design Case Study for Nonprofit
Volunteer Centre County (VCC) requested a complete redesign of the legacy platform for volunteers, a place where one can find and provide talent or humanitarian relief for a charity project Our team took on transforming the online space for this nonprofit organization quickly. HebronSoft fulfilled VCC’s request by implementing a new platform along with an admin panel for website management. Along with an improved interface and optimized website navigation, this solution also included features critical for VCC's successful performanc
Team: HebronSoft
08.27.24
Healthcare & Life Sciences
Healthcare Software Development Case Study
The healthcare application is a respiratory muscle training software we created for our client that works in conjunction with the two devices. It is aimed at helping users with everyday breathing performance sessions. The custom application includes training sessions, guides users through daily respiratory muscle training exercises, and tracks users' progress.
Team: HebronSoft
08.27.24
Media & Entertainment
Digital Media Case Study - News Aggregator Site
Our client reached out to us looking for a custom news aggregation system. As a software development company, we equipped our client with high-end digital media development to maintain a system that collects information from all over the web and posts it in one location for visitors to access. It empowers users with a full scope of functions. Their custom-built aggregator searches for all publications, analyzes them, and provides all the important news for an individual who can subscribe to different communities.
Team: HebronSoft
08.27.24
Education (For Profit)
FlintLS Learning Ecosystem Case Study
As a business that transforms how companies train and upskill their staff, Flint reached us with a request to help fulfill their needs with a custom eLearning software development platform. It was supposed to be a single user-friendly ecosystem for students, managers, trainers and other people involved in the training process within the organization.
Team: HebronSoft
08.27.24
Travel, Transportation, & Hospitality
IoT Software Development for Electric Scooter Rental Company
Back in 2018, Easy, a startup with a mission to make commuting in Lviv, a Ukrainian city, more eco-friendly and comfortable, approached HebronSoft. The company requested to build a scooter-sharing app that would allow riders to easily spot, rent, and use e-scooter with an Easy service. Also, there was the need for a one-page website that would represent the service and spread the word about it.
Team: HebronSoft
08.27.24
Healthcare & Life Sciences
Cross-Platform Mobile App Development Case Study
The goal of the application is to help people who are addicted to technology or easily distracted by it fight and get rid of their bad online habits. The mobile app would help users resist any kind of digital temptation and alert them to any deceptive behavior they might get caught up in while browsing the Internet. Preventive measures and content blocking make it great as a parental control app because they help improve mental health and decrease addiction to social media.
Team: HebronSoft
08.27.24
Nonprofit
Issacs Center Salesforce Experience Relaunch
The Isaacs Center is a New York City based non-profit that focuses on the needs of children and low-income families. Acquis worked alongside the Isaacs Center to reimagine their organizational processes and the day-to-day experiences of their employees, resulting in an overhauled participant tracking system powered by Salesforce.
Team: Acquis Consulting Group LLC
08.27.24
Engineering, Construction, & Real Estate
Mustang Cat Digital Transformation
Full digital transformation on the Salesforce platform
Team: Endiem
08.27.24
Manufacturing
Hydrafil Tech Evolution
When a well respected company struggled to modernize their ecommerce platform, Louie Inc. stepped in. Over a two year period, we increased their online catalog from 20,000 products to 171,000 products while providing tools to automate processess, and improve the shopping and customer support experience. As a result, we helped them increase sales and expand their global customer base while reducing costs.
Team: louie inc
08.27.24
Manufacturing
National Roof Tile Manufacturer and Supplier
A national roof tile manufacturer and distributor was growing rapidly and knew that in order to better serve their ever growing customer base, they needed to address core discrepancies with their Salesforce Org, and find ways to improve it for scalability. Read the story to see how Cloudmasonry was able to understand their processes, identify the core root causes and gaps in their current Salesforce/CPQ tools, and put a plan of action in place to address these deficiencies which set them up for future scalability.
Team: CloudMasonry
08.27.24
Financial Services
Streamlining a Global Bank’s Grantmaking Program on Salesforce
A global bank was struggling to track key metrics across $3 billion a year in grants and other community programs. They knew they needed a centralized repository to track organizations and contacts, their upcoming grant pipeline, and corporate responsibility programs. They turned to CloudMasonry for a solution that would tie everything together.
Team: CloudMasonry
08.27.24
Supply Chain & Logistics
Addax delivers custom Salesforce.com integration, Boosting client success by 40%
With an outdated CRM system hindering growth, a medical equipment supplier turned to Addax for a Salesforce.com migration. Addax delivered a highly-customized solution that increased sales revenue by 30%, boosted cross-selling and upselling opportunities by 20%, and streamlined business processes by 40%. Client was blown away by Addax's expertise and creativity, praising them for transforming their business and setting them up for success
Team: Addax
08.27.24
Financial Services
From Manual Mess to Automated Success: Compliance makeover with Addax Salesforce
PeakFin Investments, a new investment firm, faced a severe challenge. Their compliance procedure was tedious, manual, and out-of-date. It took 6 hours daily with a 20% error rate. Addax developed a custom, intelligent, automated compliance management system that optimized PeakFin's compliance processes and improved regulatory compliance. After implementation, compliance time was reduced to less than an hour, and errors were practically eliminated!
Team: Addax
08.27.24
Manufacturing
Global Medical Device Manufacturer Invests in Multi-Cloud Transformation
Simplus worked with the client to streamline their CRM and sales processes, ultimately optimzing the overall customer experience.
Team: Simplus
08.27.24
Financial Services
Reinventing the competitive advantage with Salesforce data capabilities
A global asset management company is faced with an opportunity to establish long-term market dominance by revolutionizing the data they use for catering to their clients' best financial interest.
Team: Avenga
08.27.24
Financial Services
A 50% increase in client processing capacity with Salesforce Experience Cloud
An Australian financial firm doubles client capacity after Avenga reinvents operations around Salesforce.
Team: Avenga
08.27.24
Nonprofit
US Ski and Snowboard and SaltClick - A relationship built on shared purpose
SaltClick has become a trusted partner of U.S. Ski and Snowboard through a spirit of caring and shared purpose. Our goals are their goals. Our wins are their wins. Their team, both support staff and the athletes themselves, are our team.
Team: SaltClick
08.27.24
Travel, Transportation, & Hospitality
Valence: Spaceflight Customer Story
Spaceflight is a premier launch services and mission management provider, offering routine, cost-effective access to space, helping customers to explore beyond our planet. Think Expedia - for space travel! This is a story of how Valence partnered with Spaceflight to identify, book, and manage rideshare launches leveraging their digital estate.
Team: Valence
08.27.24
Engineering, Construction, & Real Estate
How Platinum Cubed Managed Services Helped Xebec Overcome A Slow Start & Succeed
After experiencing a poor implementation, Xebec needed an industry expert to partner with to transform their investor onboarding process. They needed a fast, secure, and convenient way to bring on new investors and to share sensitive information.
Team: Platinum Cubed
08.27.24
Nonprofit
Agency73 + SeaTrees: Salesforce as a tool for regenerating our ocean planet
Agency73, a Salesforce partner based in Southern California, built customized data architecture in Salesforce to help SeaTrees track inventory and advance their mission of restoring coastal ecosystems around the world.
Team: Agency73
08.27.24
Manufacturing
SRW Products Price Sheets
Solving IT Edge built a custom generated Price Sheet Document utilizing a native ERP (Rootstock), Salesforce, and FormStack.
Team: Edge
08.27.24
Healthcare & Life Sciences
Salesforce as the Hub of a Complex Medical Program
Flok Consulting helped the Iowa Department of Public Health automate OMC, its medical cannabidiol program, with an integrated Salesforce-based platform, achieving among other things a 90% reduction in patient registrations and a traceable, transparent supply chain
Team: Flok Consulting
08.27.24
Nonprofit
Housing Connector
Salesforce and Tableau power Housing Connector's partnerships with property managers, helping to overcome barriers to housing for people exiting homelessness.
Team: Bigger Boat Consulting
08.27.24
Financial Services
Assured Partners Insurance Revenue Projections Transformed on Salesforce
Assured Partners had cultivated a large and unique audience of brokerage business but was not capitalizing on it. BizDev was inconsistent and disjointed - and not supported with the right technology. They turned to Incapsulate for answers and got an intuitive and highly automated revenue infrastructure, freeing up Assured Partners to focus on selling.
Team: Incapsulate
08.27.24
Manufacturing
FlexiVan Saved $1 Million Annually in SG&A Through Revenue Cloud
The national leader in chassis leasing, FlexiVan, earned massive savings that allowed them to invest more robustly throughout its business. How? Through an optimal CPQ and Revenue Cloud insfrastructure that reduced time-to-quote by 65% and approval time by 80%, which accelerated cash flow.
Team: DoubleTrack
08.27.24
Manufacturing
How a D2C firm revitalized its rewards program on Salesforce
Sustainable Salons relied on its rewards programs to maximize revenue per customer. But clunky, legacy technology wasn’t letting that happen. Here is the story about how they changed that with StoreConnect.
Team: StoreConnect
08.27.24
High Tech
Rapid Growth Expansion Fueled by Revenue Operations Insights
Carabiner Group helped EdTech company Transeo achieve rapid expansion and successful Series-A fundraising by optimizing their CRM systems and implementing Salesforce Pardot/Marketing Cloud Engage. They became a trusted thought partner and systems administrator for Transeo, playing a vital role in their growth and expansion.
Team: Carabiner Group
08.27.24
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