Case Studies

On the Salesforce platform, we efficiently mapped the AI-generated JSON data into corresponding fields on parent and child records. This seamless integration enabled our client to automate case distribution, ensuring that cases were assigned to agents based on their urgency and nature, thereby optimizing efficiency…

The database contains millions of records on Investments, Accounts, and Contacts. Maintenance and improvement efforts are manageable, with flexibility to customize the interface and user experience. Over 100 users are currently utilizing the Salesforce plugin, seamlessly integrating data into organizational workflows…

Client Profile Our client is dedicated to empowering investment sales professionals by offering a  comprehensive suite of tailored data and resources to facilitate proficient outreach. With deep industry knowledge, our client understands the critical tools necessary for success in the dynamic sales landscape. They aim to support professionals by providing scalable solutions, driving business growth […]

Fonetel is a trusted leader in delivering globally scalable Voice-Over-IP telephony systems. Serving customers in over 150 countries, Fonetel delivers the industry’s best engineered Unified Communications solutions. Fonetel’s globally scalable offerings include both on-site and cloud-based business communication systems, SIP trunking, IP Phones, Gateways, Session Border Controllers and Telecom Interface Cards. Challenges Fonetel was using […]

Challenges MyAgent was using a legacy system to maintain its customer database and to manage all its business operations. Moreover, it heavily relied on Xero for all its accounting needs. Using manual processes like spreadsheets had a negative impact on the business performance as it wasted precious time of the employees performing repetitive tasks such […]

Diversitech has been a technology leader in the Air Filtration and Dust Collection industry since 1984. It delivers reliable high-quality products manufactured to perform correctly in your application. Its team of experienced support professionals helps companies verify air pollution control requirements and recommends solutions to deliver clean air in the workspace. Challenges Diversitech was using […]

Fonetel is a trusted leader in delivering globally scalable Voice-Over-IP telephony systems. Serving customers in over 150 countries, Fonetel delivers the industry’s best engineered Unified Communications solutions. Fonetel’s globally scalable offerings include both on-site and cloud-based business communication systems, SIP trunking, IP Phones, Gateways, Session Border Controllers and Telecom Interface Cards. Challenges Fonetel was using […]

German Transfer is an online broker that specializes in transfers for business and leisure travelers. They contract independent licensed transportation companies (B2B solutions for transfer service providers) to provide transfers throughout Germany and Europe. Transfers to the airport, train station, hotel or any other destination are booked online with access to a fleet of 30.000 […]

Since 2008, Bay Mountain Capital has provided financing solutions to residential and commercial real estate investors in Texas through private equity direct hard money funds, ranging from $50,000 to $5,000,000. It specializes in transactions where market knowledge and speed of execution are key elements. Its simple process allows investors to quickly execute acquisitions with the […]