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Case studies, success stories, video testimonials, and written reviews from the companies that trusted us with their technology.

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Deep-dive case studies.

Detailed write-ups of how we approached the problem, what we built, and the outcomes we delivered.

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Financial Services / Payments AI & Technology Consulting

Sync Payments brings Claude into Salesforce workflows for recognition and pipeline insights

Abstrakt Solutions connected Claude to Sync Payments’ Salesforce data for recurring team recognition and pipeline analysis. A separate pilot introduced follow-up task creation with human approval.

Aug 2026
Delivered
4
Connected workstreams
Read the case study →
Sales representatives on headset calls in an open office
B2B Marketing AI & Technology Consulting

Abstrakt Marketing Group brings Claude into call intelligence, quality scoring, and sales training

Abstrakt Solutions helped affiliated company Abstrakt Marketing Group deploy Claude-powered call summaries, Salesforce scorecards, and interactive sales training. Abstrakt Marketing Group and Abstrakt Solutions are affiliated companies under common ownership; this story describes work delivered for an affiliated business.

May–Jul 2026
Phased production rollout
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New window installed on a building under construction
Manufacturing Sales Cloud

A building-products manufacturer grew new accounts 203% after replacing mailed-in paper forms with Salesforce

A window manufacturer whose reps still mailed in handwritten forms moved to Sales Cloud and grew from 34 to 103 new accounts in a single year.

203%
Growth in new accounts
34→103
Accounts in one year
Read the case study →
Loan officers reviewing applications around a conference table
Financial Services — Lending AI & Technology Consulting

A business lender processing 24,000 leads a month built AI lead scoring and a Data Cloud roadmap to protect a limited sales team

A lender receiving 24,000 leads a month — of which only 400 completed an application — needed scoring and AI agents so a limited sales team could focus on the best prospects.

24,000
Leads/month to triage
10 TB
Data unified in the roadmap
Read the case study →
Pipette dispensing liquid into sample vials in a biotech lab
Biotechnology AI & Technology Consulting

A biotech startup cut support time 30% with Service Cloud AI agents and MuleSoft integration

A fast-growing synthetic-DNA manufacturer used Service Cloud, Agentforce, and MuleSoft to absorb rising support volume without adding headcount.

30%
Support time saved
19
Knowledge articles powering AI
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Lineman in a hard hat working on a utility pole
Telecommunications & Infrastructure AI & Technology Consulting

A telecom-infrastructure contractor used Document AI and Agentforce to read forms its existing tools could not

A tower-construction company automated extraction of checkbox-heavy inspection forms and added natural-language project analysis after spending 60+ hours failing to do it alone.

60+ hrs
Prior DIY effort replaced
Read the case study →
Technology services team meeting around laptops
Technology Services Sales Cloud

A multi-region technology-services firm reached a 98% Salesforce health-check score in a 20-hour Jumpstart

An IT and cybersecurity company operating across North America and the Middle East configured Sales Cloud for multi-entity, multi-currency operations and scored 98% on the Salesforce health check.

98%
Salesforce health-check score
20 hrs
To full deployment
Read the case study →
Financial advisor meeting with a client
Wealth Management Marketing Operations

A fee-only RIA automated post-meeting client surveys while staying SEC-compliant

A registered investment advisor automated client feedback and prospect nurture journeys in Marketing Cloud Account Engagement without breaking SEC supervision requirements.

35+
Surveys auto-sent in months
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Wall Street and the New York Stock Exchange with American flags
Private Equity & Capital Markets Custom Development

A broker-dealer got a custom capital-raising system on Salesforce with 5+ objects and complex commission splits

A broker-dealer with 140+ associated persons used custom objects and automation to track both sides of capital-raising deals inside Salesforce.

5+
Custom objects built
140+
Associated persons supported
Read the case study →
Insurance policy document under a magnifying glass
Insurance Sales Cloud

An insurance agency replaced Google Sheets with Sales Cloud and strict per-agent record privacy

A multi-agent insurance agency moved off spreadsheets to Sales Cloud with private contact ownership so agents could not see each other’s clients.

0 Read the case study →
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Commercial Real Estate Marketing Operations

A commercial real-estate firm generated 200+ inbound leads in six weeks after a Sales Cloud + MCAE overhaul

A commercial real-estate company modernized from Salesforce Classic to Lightning, added MCAE, and captured 200+ leads in the first six weeks of the year with no outbound.

200+
Leads in six weeks
10/day
Peak inbound, no outbound
Read the case study →
Technician in a hard hat servicing industrial machinery
Industrial Services Field Service

An industrial-services firm rescued a failed $100K Field Service build and cut licensing for 75-100 field workers

After a previous partner delivered an unusable Field Service system for over $100,000, the company got working multi-day scheduling and license-free tracking for contract labor.

75-100
Workers tracked license-free
$100K
Prior failed build rescued
Read the case study →
Worker stacking cardboard packaging on a production line
Manufacturing Field Service

A packaging-automation manufacturer replaced Outlook scheduling with Salesforce Field Service across 37 work types

A maker of custom packaging machines moved field-service scheduling out of Outlook calendars into a properly configured Salesforce Field Service system.

37
Work types skill-matched
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Construction Field Service

A painting and construction company went paperless with Field Service mobile and CPQ estimating

A multi-division painting, drywall, and construction firm equipped field crews with a mobile app and guided CPQ estimating with automated square-footage math.

0 Read the case study →
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Manufacturing Field Service

A scent-marketing manufacturer gave field techs territory-aware inventory on Salesforce mobile

A fragrance company managing inventory across 40+ divisions built custom Field Service mobile flows so technicians only see and consume their own territory’s stock.

40+
Divisions supported
Read the case study →
Sales representative presenting products at a trade show booth
Manufacturing Marketing Operations

A building-products manufacturer unified trade-show marketing and sales with Marketing Cloud

A building-products company replaced disconnected ActiveCampaign email with MCAE integrated to Sales and Service Cloud, finally tying trade-show spend to results.

0 Read the case study →
Jet engine under maintenance in an aircraft hangar
Aerospace & Manufacturing Marketing Operations

A 50-year aircraft-engine MRO firm automated trade-show capture and nurture with Sales Cloud + MCAE

A private-equity-backed aircraft-engine maintenance company growing 17-25% a year modernized manual sales and marketing on Sales Cloud and MCAE.

14
Trade shows automated
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Security operations desk with multiple code monitors
Cybersecurity Sales & Service Cloud

A cybersecurity company unified sales and support on Salesforce and migrated 2,300 accounts in 6-8 weeks

A growing cybersecurity firm consolidated an archaic CRM and a homegrown ticketing system into Sales Cloud and Service Cloud as a single pane of glass.

2,300
Accounts migrated
6-8 wks
To go-live
Read the case study →
Merchant using a tablet point-of-sale system
Financial Services — Payments Custom Development

A payments ISO replaced two legacy systems with a Sales, Service, and Experience Cloud platform for 60+ agents

A payment-processing ISO consolidated iAccess, Iris, and a stack of point tools into one Salesforce platform with an agent portal and automated underwriting.

60+
Agents on self-service portal
Read the case study →
Forklift moving materials in a distribution warehouse
Manufacturing & Distribution Custom Development

A manufacturer took Salesforce from zero adoption to all 99 reps with NetSuite integration

After too many admins overcomplicated its org, a manufacturer streamlined Salesforce, integrated NetSuite, and moved from zero usage to full adoption by 99 reps in 30 days.

99
Reps adopted in 30 days
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Media & Event Production Custom Development

An event-production company consolidated six tools into one custom Sales Cloud workflow

An audio-visual event company replaced five or six disconnected platforms with a Sales Cloud solution built around its unique production and travel workflow.

0 Read the case study →
Recruiter shaking hands with a candidate after an interview
Staffing & Personnel Revenue Operations

A staffing firm fixed broken dashboards and activated Marketing Cloud it already owned

A labor and marine-personnel staffing company got accurate per-rep dashboards and finally switched on the Marketing Cloud and ZoomInfo tools it was paying for.

0 Read the case study →
Compliance officer reviewing documents
Financial Compliance (RegTech) Revenue Operations

A PE-backed compliance-software company migrated from HubSpot to Salesforce in 4-6 weeks

A rapidly growing compliance-software company moved its entire sales and marketing operation from HubSpot to Sales Cloud and MCAE with CRM Analytics.

4-6 wks
HubSpot→Salesforce migration
Read the case study →
Community bank building on a downtown street
Banking Marketing Operations

A regional bank replaced ActiveCampaign with integrated Marketing Cloud across every product line

A regional bank connected marketing to its CRM for the first time, enabling segmented campaigns across retail, mortgage, HELOC, and commercial lending.

0 Read the case study →
Hand holding the keys to a new home
Mortgage & Lending Marketing Operations

A fast-growing mortgage lender activated Marketing Cloud across 30,000+ records

A self-funded mortgage company growing by ~2,000 records a month stood up Marketing Cloud Account Engagement with segmented drip campaigns for its whole database.

30,000+
Contacts activated
Read the case study →
Medical monitoring device in an operating room
Medical Device Marketing Operations

A medical-device company recovered a broken Pardot instance and rebuilt its marketing engine

A medical-device manufacturer that literally could not log into Pardot got migrated to the modern Lightning app with clean data and working automation.

970+
Invalid records removed
Read the case study →
Rows of new cars on a dealership lot
Automotive Compliance Marketing Operations

An automotive-compliance company consolidated onto Salesforce Marketing Cloud in two weeks

A compliance company serving auto dealers chose to run marketing inside Salesforce rather than add another system, and went live with MCAE in about two weeks.

~2 wks
To go-live
Read the case study →
Marketers sketching a campaign plan on a whiteboard
B2B Marketing Marketing Operations

A B2B demand-gen firm restored reliable Salesforce–Pardot sync across 145,000 prospects

A demand-generation company replaced unreliable tools with a fully integrated MCAE implementation syncing 145,000+ prospects with Salesforce.

145,000+
Prospects synced
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Installer fitting solar panels on a roof
Renewable Energy Marketing Operations

A renewable-energy company migrated off MailChimp to integrated Marketing Cloud

A renewable-energy services company serving power producers moved from MailChimp to Marketing Cloud Account Engagement fully integrated with Sales Cloud.

29,000+
Prospects migrated
Read the case study →
Software team working at desks with large monitors
Technology & SaaS Analytics & Reporting

A SaaS company replaced pre-meeting data scrambles with automated Tableau dashboards

A software company running on HubSpot got a Tableau environment that turned static spreadsheets into daily-refreshing pipeline dashboards.

0 Read the case study →
Newly remodeled white kitchen
Home Improvement Analytics & Reporting

A home-improvement company got advanced sales and marketing analytics with Tableau

A home-improvement company on a heavily customized Salesforce org gained Tableau dashboards tracking cost-per-lead and conversion across product lines and markets.

0 Read the case study →
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Political & Advocacy Analytics & Reporting

A political-advocacy agency salvaged a failed two-year Tableau investment

A digital-strategy firm for advocacy campaigns turned around a Tableau implementation that had failed for two years, unifying fundraising data for client reporting.

2 yrs
Failed project recovered
Read the case study →
Consultant presenting a chart to a client team
Technology Consulting Marketing Operations

A 28-year technology consultancy stood up Sales Cloud and Marketing Cloud for a growth relaunch

A consultancy serving government and education finally structured its sales and marketing, unifying 2,092 contacts for segmented, automated campaigns.

2,092
Contacts unified
Read the case study →
Advertising agency team reviewing work on a laptop
Marketing & Advertising Revenue Operations

A marketing firm migrated from Outreach to Salesforce Sales Engagement with zero disruption

A marketing company moved all sales cadences from Outreach to native Salesforce Sales Engagement on a tight timeline with full team adoption.

100%
Rep adoption
Read the case study →

Quick success stories.

Bite-sized outcomes from across our client base.

34 → 103 accounts
"This is really exciting. I can’t wait to share it with everybody."
Sales Operations Leader, Manufacturing
98% health-check score
"Wow. It just made my life easier."
Customer Success Manager, Technology Services
10 TB data unified
"I’m trusting you guys to be the experts on this one."
VP of Technology, Business Lending
2,300 accounts migrated
"We have all the warm fuzzies. We feel like you did a good job for us."
Leadership, Cybersecurity

Written reviews.

Verified reviews from the people who hired us.

★★★★★ 4.95 / 5
Rated 4.95 / 5 from 92 reviews on the Salesforce AppExchange Read our verified client reviews on Salesforce's official partner marketplace →
★★★★★
"You blew my expectations away — and I’m not an easy critic."
Managing Partner Broker-Dealer
★★★★★
"The output is extraordinary. It already surpassed our expectations of what we were looking for."
Marketing Leader Home Improvement
★★★★★
"You’ve got your act together, and you’re killing it."
Operations Director Compliance Software
★★★★★
"Honestly, this was a lot of help. I really appreciate it."
Customer Success Manager Technology Services

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