Client Success Stories

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WisdomTree Investments, Inc.

Using AI to Guide Sales Strategy and Boost Engagement

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IBM

Reenvisioning Global Customer Service: How IBM Runs Salesforce

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Berkshire Hathaway Travel Protection

Reinventing Travel Insurance with a Custom App Built on Salesforce

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The Bay Club

Making Data Actionable to Increase Customer Win Rates in Salesforce

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Plymouth Rock Energy

Transforming a CIO’s Vision Into Reality

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Nuance

A Unified Sales Process Drives Global Approvals and Forecast Accuracy

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The Standard

A New, Streamlined Quoting Process Doubles Proposal Activity

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Sun Life Financial

Increasing Employee Productivity and Customer Win Rates

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New Jersey Department of Labor

Modernizing Unemployment Insurance

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