Our Success Stories
We've tackled challenges for our customers across multiple industries and made Salesforce work for them
How a UK Nonprofit Fixed Broken Donation Processing with a Direct WordPress–Stripe–Salesforce Sync
Discover how a UK-based nonprofit eliminated Zapier failures and automated donations with a direct WordPress–Stripe–Salesforce integration. One-time and recurring payments now sync flawlessly into Salesforce
WordPress Integration | Stripe Webhooks | Recurring Donations | Zapier Replacement
Podio to Salesforce in 90 Days: A Custom CRM for Real Estate Acquisition & Disposition
Learn more about how we successfully migrated a real estate client from Podio to Salesforce, designing a fully customized CRM that streamlined their acquisition, disposition, and drip marketing workflows—all in under 90 days.
Podio CRM | Data Migration |Drip Marketing Customization| smrtPhone Integration | Contract Management
How a Cloud Security Company Cut Invoicing Overhead by Integrating QuickBooks with Salesforce
Learn how a Cloud Security provider company integrated QuickBooks with their Salesforce CRM to reduce the overhead and sped up their sales process.
Quickbooks Integration | OAuth and Integration Framework | Migrate financial data
License Optimization: Running Salesforce Sales + Zendesk Service Without the Double Cost
In this case study, we delve into a scenario where a customer utilizes Salesforce for Sales and Customer Success, and Zendesk for Service. Read how it worked for them.
Zendesk Integration | Case Management | License Optimization
RingCentral Fax Inside Service Cloud: Ending Manual Uploads for a US Healthcare Provider
Technicians using Service Cloud faced a cumbersome process of manually uploading faxes to RingCentral. We streamlined this by integrating RingCentral directly, making their workflow seamless.
RingCentral integration | Streamlined fax communication | Secured data sharing
200% Growth: The Custom Real Estate CRM We Built and Listed on AppExchange
See how the business growth increased by more than 200% after our Real-Estate CRM appexchange App integrated with Salesforce
AppExchange | Real-Estate CRM | Customized Reporting
Automating Complex Contracts with a Custom DocuSign–Salesforce Integration
Dosusign Integration | Automated approval process | Standardized document creation
Zendesk to Service Cloud: Lower Support Costs and Higher CSAT After Migration
Checkout how Zendesk to Salesforce migration made overall impact on support cost reduction, increased visibility, higher customer engagement & customer satisfaction.
Data migration tools | Customized Workflows | Unified platform
WhatsApp Chatbot on Salesforce: Real-Time Quotes and Support for an Auto Dealer
A remarkable tale of a middle-east based automobile company – how how they incorporated real-time sales and quotation conversation and immediate support using WhatsApp Chatbot.
Whatsapp Integration | Einstein Bot | Digital Engagement | Lead Capture
Blogs
Find the latest information on Salesforce, in-depth industry insights, tech-hacks, and more in our blogs.
Why Your Certinia Billing Schedule Skips Months (And How to Fix It)
Why Your Certinia Billing Schedule Skips Months (And How to Fix It)
Probate Real Estate CRM on Salesforce | Tenetizer
Probate Real Estate · Built on Salesforce Probate Real Estate CRM on Salesforce: How Tenetizer Built It Probate real estate is very different from traditional real estate. It involves heirs, executors, attorneys, court deadlines, and a significant amount of documentation — and managing all of that manually is time-consuming and
Unable to Remove or Replace Passkeys in Salesforce? Here’s the Fix
If you don’t see the option to remove or register a Security Key (U2F or WebAuthn) on a user’s Advanced User Details page, the required passkey settings may not be enabled. Enable the Required Settings Navigate to: Setup → Security Controls → Identity Verification Make sure the following options are
Why Salesforce Keeps Freezing Your Users
Salesforce Administration If your Salesforce users are being frozen repeatedly — even after you manually unfreeze them — the cause is almost always the same: their traffic is routing through an anonymizing proxy or VPN that Salesforce’s security system flags as high-risk. Here’s what’s happening and exactly what to do
How Salsa Engage + Salesforce Sync Transforms Nonprofit Operations
How Salsa Engage + Salesforce Sync Transforms Nonprofit Operations
