Jasmine Mortgage Team: a Claude agent that clears the daily follow-up list
Jasmine Mortgage Team now works 20 to 50 daily Salesforce follow-ups from one Claude chat, with email, text and call prep built in.
Case Studies · Topic
Salesforce
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Salesforce case studies
Salesforce Scheduling Engine for a National Wealth Firm
See how a $90B national wealth management firm used Salesforce Experience Cloud for secure scheduling and 95% user adoption.
Salesforce Transformation for a Multi-Acquisition RIA
See how a $14B RIA rebuilt its Salesforce architecture to integrate 17+ acquisitions and boost retention.
Salesforce FSC Reimplementation for a $30B+ RIA
See how a $30B+ independent RIA reimplemented Salesforce Financial Services Cloud, hitting 95% user adoption within 90 days.
Salesforce Transformation for a $3.5B Private Equity Firm
A $3.5B private equity firm rebuilt its Salesforce architecture with Vantage Point, gaining real-time LP dashboards and automated commitment tracking.
Salesforce Platform Achieves 100% Adoption at Insurance Brokerage
An insurance brokerage replaced a failed CRM with Salesforce and hit 100% user adoption, using Vantage Point's phased rollout.
Salesforce Automates Commissions for a Call-Center Insurer
See how a call-center life insurance brokerage automated multi-tiered commissions with Salesforce, cutting close time in half.
RevOps Transformation: Unifying Salesforce and HubSpot
See how a digital asset investment firm unified Salesforce and HubSpot with lead scoring and closed-loop revenue attribution.
Salesforce FSC Wall-to-Wall Rollout for a $2.25B Community Bank
See how a community bank implementing Salesforce Financial Services Cloud cut manual data entry 93% with a wall-to-wall Salesforce and MuleSoft rollout.
Rescuing a Failed Salesforce Implementation at a Lender
A national mortgage lender's failed Salesforce FSC rollout was rescued, delivering a 5x ROI and faster loan production growth.
Salesforce Unifies 250-Employee Debt Resolution Firm in 90 Days
See how a national debt resolution firm unified 250+ employees and 12+ integrations onto Salesforce Sales and Service Cloud in just 90 days.
Salesforce Client Portal Transformation for Asset Manager
Discover how a global investment manager cut report build time 85% and revived 6,000 stale leads with a secure Salesforce Experience Cloud client portal.
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