Mid-Market SaaS Company Unifies Sales and Customer Success with Salesforce
How a mid-market B2B SaaS company reduced churn 35%, shortened deal cycles 42%, and saved $2.1M annually by unifying sales, support
Case Studies · Author
Articles by David Cockrum (3)
All case studies · Page 3 of 4
From Spreadsheets to a Single Source of Truth: How a 75-Person Professional Services Firm Transformed Client Acquisition and Delivery with HubSpot CRM
Discover how a 75-person professional services firm achieved a 41% shorter sales cycle, 129% more marketing-qualified leads
From Startup Chaos to Scale-Up Success: How a Digital Lending Fintech Transformed Growth with HubSpot CRM
Discover how a digital lending fintech scaled from 45 to 120+ employees with a phased HubSpot CRM implementation—achieving 62% faster sales cycles
How a Mid-Sized Insurance Brokerage Achieved 28% Revenue Growth Through Salesforce Integration
Discover how a 500-employee insurance brokerage achieved 28% revenue growth, 50% faster sales cycles
Wall-to-Wall Salesforce Transformation: How a Community Savings & Loan Unified 10+ Legacy Systems Into a Single Platform
See how a community savings & loan unified 10+ legacy systems into Salesforce — CRM, core banking, lending, compliance & more. A wall-to-wall case study.
How a Boutique Wealth Management Firm Scaled Personalized Services With Salesforce — Without Losing Its Soul
Learn how a 31-employee fiduciary wealth management firm achieved 18% AUM growth, 40% better client engagement
How a Wealth Management Firm Transformed Client Relationships with Salesforce FSC
See how Salesforce Financial Services Cloud helps wealth firms unify client data, automate workflows, and deliver proactive, personalized service.
Scaling from $1B to $14B+ AUM: How a Fee-Only Wealth Management Firm Unified 17 Acquisitions on Salesforce Lightning
Learn how a PE-backed fee-only wealth management firm achieved 340% ROI in 18 months by transforming legacy Salesforce Classic into a unified Lightning…
How a $90B National RIA Unified Scheduling and Eliminated Shadow IT with Salesforce Financial Services Cloud
Discover how a $90B national RIA with 100+ offices unified scheduling and eliminated shadow IT with Salesforce Financial Services Cloud
How a Financial Services Firm Achieved 100% CRM Adoption and a 3:1 ROI with Salesforce — After Three Failed Implementations
Learn how a financial services firm achieved 100% CRM adoption and a 3:1 ROI with Salesforce after three failed implementations — leveraging Sales Cloud
How a Pioneering Digital Asset Management Firm Unified Salesforce and HubSpot to Build a Revenue Operations Engine
See how a pioneering digital asset management firm eliminated years of technical debt and achieved 100% closed-loop revenue attribution by integrating…
How a National Life Insurance Distributor Replaced Its Legacy CRM with a Unified Salesforce Ecosystem — Cutting Monthly Close Time by 50%
Discover how a national life insurance distributor replaced its proprietary legacy CRM with a unified Salesforce ecosystem
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