Case Studies

Real Results, Real Impact

Discover how we've helped organizations overcome their technology challenges and achieve measurable success.

INDUSTRY KNOWLEDGE

Deep expertise across the industries we serve.

INDUSTRIES
Real Estate Investment StrategiesFinancial Technology

Real Estate Investment Strategies

By Jason Booher — Founder, Solution Architect

AIFinancial Technology

AI

AI and Agent based solutions for complicated problems in any industry.

By Jason Booher — Founder, Solution Architect

BankingFinancial Technology

Banking

Drive Client Satisfaction with Your Banking Services

By Jason Booher — Founder, Solution Architect

InsuranceFinancial Technology

Insurance

Accelerate from first contact to offers, and track policies, claims, and renewals.

By Jason Booher — Founder, Solution Architect

Real Estate WholesaleFinancial Technology

Real Estate Wholesale

Boost Acquisitions and Dispositions to move properties fast.

By Jason Booher — Founder, Solution Architect

Wealth ManagementFinancial Technology

Wealth Management

Helping the Wealth Management Industry Manage Their Clients

By Jason Booher — Founder, Solution Architect

MortgageFinancial Technology

Mortgage

Make Mortgage Processes Easy: From Start to Finish!

By Jason Booher — Founder, Solution Architect

Investment EcosystemsFinancial Technology

Investment Ecosystems

A one stop shop for managing your Partners, Investors, and their investments.

By Jason Booher — Founder, Solution Architect

Business and Commercial LendingFinancial Technology

Business and Commercial Lending

Making lending faster, safer, and easier—for your team and your borrowers.

By Jason Booher — Founder, Solution Architect

Manufacturing and InventoryCore

Manufacturing and Inventory

Advanced Product Solutions, Order Fulfillment, Product Packages, Warranty, And More

By Jason Booher — Founder, Solution Architect

Service SchedulingCore

Service Scheduling

Keep track of your technicians, client requests, work done, and more.

By Jason Booher — Founder, Solution Architect

Franchise ManagementCore

Franchise Management

By Jason Booher — Founder, Solution Architect

Post Operation Package SolutionsMedical

Post Operation Package Solutions

By Jason Booher — Founder, Solution Architect

Medical Supplies ResalesMedical

Medical Supplies Resales

By Jason Booher — Founder, Solution Architect

Patient Insurance VerificationMedical

Patient Insurance Verification

By Jason Booher — Founder, Solution Architect

Project ManagementFinancial Technology

Project Management

By Jason Booher — Founder, Solution Architect

Supply Chain SalesCore

Supply Chain Sales

Manage Your Vendors, Product Substitutions, and Quoting to Min Max Revenue In Salesforce

By Jason Booher — Founder, Solution Architect

SOFTWARE PROFICIENCIES

Proven results with the platforms and tools we specialize in.

SOFTWARES
Field ServiceSalesforce Software

Field Service

Formerly Known as Field Service Lightning

By Ashley Blue — Implementation Consultant

Financial Services Cloud (FSC)Salesforce Software

Financial Services Cloud (FSC)

Customer 360 for Financial Services

By Jason Booher — Founder, Solution Architect

Service CloudSalesforce Software

Service Cloud

Customer Support and Service Tools

By Jason Booher — Founder, Solution Architect

Marketing Cloud (Account Engagement)Salesforce Software

Marketing Cloud (Account Engagement)

Previously Called Pardot

By Jason Booher — Founder, Solution Architect

Sales EngagementSalesforce Software

Sales Engagement

Previously Called High Velocity Sales

By Jason Booher — Founder, Solution Architect

Omni StudioSalesforce Software

Omni Studio

Advanced Industry Tools

By Jason Booher — Founder, Solution Architect

CRM AnalyticsSalesforce Software

CRM Analytics

Advanced Reporting, Dashboards, and Data Analytics

By Jason Booher — Founder, Solution Architect

Revenue Cloud (CPQ)Salesforce Software

Revenue Cloud (CPQ)

Advanced Quotation and Subscription Tools

By Jason Booher — Founder, Solution Architect

MulesoftSalesforce Software

Mulesoft

High powered API and External Functionality

By Jason Booher — Founder, Solution Architect

Experience CloudSalesforce Software

Experience Cloud

Websites, Portals, and Web-apps built right into Salesforce

By Jason Booher — Founder, Solution Architect

Sales CloudSalesforce Software

Sales Cloud

Salesforce’s Industry Leading Platform

By Jason Booher — Founder, Solution Architect

AgentforceSalesforce Software

Agentforce

By Jason Booher — Founder, Solution Architect

React Websites / WebappsExternal Software

React Websites / Webapps

By Jason Booher — Founder, Solution Architect

Cloudflare ServicesExternal Software

Cloudflare Services

By Jason Booher — Founder, Solution Architect

Cloudflare StreamExternal Software

Cloudflare Stream

Media securely hosted, displayed anywhere.

By Jason Booher — Founder, Solution Architect

Cloudflare Zero TrustExternal Software

Cloudflare Zero Trust

Web Security, SSO, Encrypted VPN

By Jason Booher — Founder, Solution Architect

Cloudflare TunnelsExternal Software

Cloudflare Tunnels

Secure access to webapps hosted anywhere, from anywhere.

By Jason Booher — Founder, Solution Architect

Cloudflare Web WorkersExternal Software

Cloudflare Web Workers

site or web applications on the most powerful and secure hosting platform.

By Jason Booher — Founder, Solution Architect

STATS

95%

CLIENT RETENTION

60%

AVG. EFFICIENCY GAIN

4.9/6

CLIENT SATISFACTION

<2wk

AVG. TIME TO FIRST VALUE