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Case Studies

SureStep Implements Dynamics 365 Sales

SureStep's One Microsoft programme needed CRM sitting alongside the rest of the stack. Dynamics 365 Sales became the system of record for accounts and opportunities, with years of pipeline history carried across intact and teams in North America, Europe and APAC finally working the same way.

SalesforceDynamics 365 Risk and Compliance
Case Studies

SureStep Implements Dynamics 365 Customer Service

Consulting support and SaaS support had never sat comfortably in the same system. Dynamics 365 Customer Service carries both, the case history came across with them, and regulated customers get the auditable handling their contracts ask for.

Dynamics 365 Risk and Compliance
Reviews

Industry: Risk & Compliance

CX Labs has been an incredible partner for SureStep. They helped us transform both our marketing and compliance operations with smart, scalable solutions.

SalesforcePower Platform Risk and Compliance
Case Studies

Empowering SureStep with a Scalable Lead Generation Solution

SureStep's marketing team needed a developer every time they wanted a lead form. They now build campaigns themselves on Experience Cloud, more than 75 pieces of gated content run through it, and Slack tells sales when a lead lands.

SalesforceSlack Risk and Compliance
Reviews

Industry: Professional Services

CX Labs was super helpful to getting Slack integrated with Salesforce. We wanted a few integrations to track when new Leads were coming in so our teams knew to engage with prospective customers and the interface to a...

SalesforceSlack Professional Services
Reviews

End-to-End Salesforce Implementation

CX Labs helped to transform our business with their well-executed Salesforce implementation. From initial consultations to final deployment, they demonstrated a thorough understanding of our needs and helped to…

Salesforce Professional Services
Reviews

Scalable Lead Capture

CX Labs was extremely helpful to understanding our requirements and building a solution that could scale with us. We needed a way to dynamically manage inbound leads without involving administrators to public…

Salesforce Professional Services