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Case Studies

Relay Resources Implements Salesforce Revenue Cloud Advanced

Relay Resources is an Oregon based nonprofit dedicated to creating meaningful employment opportunities for people with disabilities through commercial services including janitorial, document solutions, and facilities...

Salesforce Nonprofit
Blog

The Future of Salesforce Revenue Management

Over the past year, Salesforce has made one thing abundantly clear: artificial intelligence is no longer an add on. It is becoming the centrepiece of the platform. From sales and service to marketing and revenue...

Salesforce Risk and Compliance
Blog

Salesforce CPQ: Time to Move On?

For many organisations, Salesforce CPQ has been a reliable engine for quoting. It has helped sales teams configure complex products, apply pricing rules, and generate accurate quotes at speed. But while CPQ continues to...

Salesforce Risk and Compliance
Case Studies

CX Labs Delivers Seamless Payment Provider Migration

Source for Business, a leading UK water retailer needed to move quickly from a legacy payment service that was being decommissioned. Each month, thousands of customers rely on it to make secure, straightforward...

Salesforce Water and Utilities
Blog

Your Clients Are Telling You What to Sell - Are you listening?

Most construction companies are sitting on years of client, project, and scope data, yet still make growth decisions based on instinct. Leadership teams debate where to invest, which services to expand, and which...

Salesforce Construction and Real Estate
Case Studies

SureStep Implements Dynamics 365 Sales

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As a fast growing boutique risk and compliance consultancy, SureStep depends on strong sales execution, accurate...

SalesforceDynamics 365 Risk and Compliance
Case Studies

SureStep Implements Dynamics 365 Customer Service

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As their services business expanded and their SaaS platform matured, SureStep required a scalable and auditable...

Dynamics 365 Risk and Compliance
Case Studies

Transforming Client Support with Salesforce + Slack Integration

SureStep delivers technology solutions and support across multiple industries. With a growing client base, the company manages support requests and sales opportunities through Salesforce. To better serve clients and...

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 Risk and Compliance
Case Studies

Empowering SureStep with a Scalable Lead Generation Solution

SureStep is a global leader in Governance, Risk, and Compliance (GRC) Design and strategy consulting, with offices in Canada, the United States, Singapore, and Hong Kong. The firm specializes in delivering integrated...

SalesforceSlack Risk and Compliance
Case Studies

SureStep Enhances SOC 2 Compliance with CX Labs + Power Automate

SureStep delivers secure and reliable solutions for its customers. To maintain trust and meet SOC 2 standards, SureStep must collect and validate evidence across multiple teams on an ongoing basis. Ensuring this...

Power Automate Risk and Compliance
Case Studies

Neil Kelly Transforms Project and Financial Management

Since 1947, Neil Kelly has been a pioneer in the design/build remodeling industry across the Northwest. Known for award winning designs, unparalleled craftsmanship, and a commitment to people and the planet, Neil Kelly...

Salesforce Construction and Real Estate
Case Studies

Pennon Water Services Streamlines Customer Payments and Telephony

Pennon Water Services Ltd, trading as Source for Business , is a leading water and wastewater retailer serving over 150,000 business customer accounts across the UK. As a joint venture between Pennon Group Plc and South...

Salesforce Water and Utilities