Case Studies

Salesforce Implementation Case Studies

How we help clients achieve measurable outcomes with architect-led Salesforce, Agentforce, and RevOps engagements.

Latest case studies

Real-world Salesforce transformations and architect-led outcomes from TeraQuint engagements.

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Mar 18, 2026

Case Study: How a Mid-Market SaaS Team Recovered $2M in Annual Pipeline Through Salesforce RevOps Realignment

A Series B SaaS company with 140 employees and a 12-month-old Salesforce implementation was generating leads but losing pipeline at the BDR-to-AE handoff point. This case study describes the diagnostic findings, the configuration fixes, and the measurable pipeline recovery that followed a focused RevOps realignment sprint.

Case Studysalesforce

Mar 17, 2026

Case Study: How a National Retailer's SaaS Division Fixed Its Salesforce RevOps After 18 Months of Configuration Drift

A national retailer's enterprise SaaS division had been live on Salesforce for 18 months. Configuration decisions made at launch for a 40-person sales team had never been updated for the 120-person team that now used the system. This case study describes the configuration drift assessment, the priority fixes, and the forecast accuracy improvement that followed.

Case Studysalesforce

Mar 12, 2026

Case Study: 50% Faster SaaS Customer Onboarding Through Salesforce Milestone Tracking and Automated CS Handoffs

A mid-market SaaS company reduced average customer onboarding time by 47% over two quarters by rebuilding their Salesforce onboarding milestone tracking and automating the AE-to-CS handoff with structured data transfer. This is the configuration model that produced the improvement.

salesforce-integrationsalesforce-platform

Mar 5, 2026

Case Study: Syncing 1 Million SaaS Records Daily — How We Recovered $3.8M in Lost Revenue

Inventory discrepancies from broken sync pipelines drove a 12% order cancellation rate for a mid-market SaaS company. We rebuilt their bidirectional Salesforce integration to process over one million records daily in real time, recovering $3.8M in annual revenue. This case study breaks down every architectural decision, tradeoff, and result.

billing-automationsalesforce-integration

Mar 2, 2026

Case Study: Cutting SaaS Billing Time by 60% via Salesforce Billing Automation

A mid-market SaaS company was losing revenue to manual billing errors, SKU mismatches, and delayed invoice triggers inside Salesforce. TeraQuint automated billing triggers and reconciled product catalog data to cut billing cycle time by 60% and reach a 98.7% invoice accuracy rate. If billing delays are creating forecast risk in your org, this is the operational breakdown you need to read.

healthcare-saassalesforce-development

Feb 26, 2026

Case Study: Custom HIPAA-Compliant Salesforce Portals for Healthcare SaaS

A Healthcare SaaS company carrying live PHI in Salesforce failed three consecutive compliance reviews because standard field-level security was never enough. TeraQuint rebuilt their data architecture around Person Accounts, applied Salesforce Shield Encryption to medication records, and delivered a HIPAA-compliant patient portal that passed every audit. If your Salesforce org holds protected health data and your next audit is on the calendar, this case study shows exactly what was changed and why.

saas-commission-enginesalesforce-development

Feb 23, 2026

Case Study: Custom SaaS Commission Engine in Salesforce

A mid-market SaaS company was losing 200 hours every month to manual commission reconciliation across disconnected spreadsheets and Salesforce records that never agreed. We built a single, governed commission logic engine natively inside Salesforce that automated every payout calculation, eliminated disputes, and gave RevOps full audit visibility. If your comp process lives outside your CRM, your revenue data has a leak.

b2b-saasmarketing-cloud

Feb 19, 2026

Case Study: 25% Revenue Lift for SaaS via Personalization

A mid-market B2B SaaS company was bleeding pipeline through batch-and-blast email sends that triggered audience fatigue and suppressed conversion. We rebuilt their Marketing Cloud personalization engine using unified data signals, behavioral scoring, and dynamic content journeys, recovering lost revenue and lifting total attributed revenue by 25% in one quarter. This case study documents every mechanic, tradeoff, and result.

fintechsalesforce-revenue-cloud

Feb 15, 2026

How the Right Salesforce Implementation Partner Rescued a Bleeding Lead-to-Cash Process

A 140-person B2B fintech was 18 months live on Salesforce Sales Cloud and CPQ — with a healthy pipeline on paper and a broken lead-to-cash process in practice. This case study documents exactly how TeraQuint diagnosed the architecture failures, ran a six-week Salesforce Rescue Sprint, and closed a 38% pipeline-to-cash gap without a single hour of downtime.

saas-retentionservice-cloud

Feb 11, 2026

Salesforce Implementation Partner Fixed Service Cloud to Stop SaaS Churn: A 2026 Case Study

A 120-person B2B SaaS company was losing renewals because their Service Cloud build was never aligned to how customer success actually worked. TeraQuint audited the org, rebuilt queue routing around contract tier, activated Entitlements, and surfaced health score data inside Case records. At the 60-day mark, enterprise case response times dropped from 11.2 hours to 3.8 hours and a $180K renewal at risk closed on time.

Case Studysalesforce-integration

Feb 7, 2026

Salesforce Integration Consulting: How We Cut Pricing Errors by Unifying a Fractured Architecture

A mid-market manufacturer was losing margin on every deal because disconnected Salesforce integrations were pushing stale pricing data into CPQ. This case study breaks down the exact architecture changes, integration decisions, and Salesforce consulting moves that eliminated pricing errors and restored forecast confidence.

salesforce-integrationerp-automation

Feb 4, 2026

Salesforce Integration Consulting: How We Automated ERP Flows for High-Volume B2B Transactions

A mid-market B2B SaaS company processing 10,000+ monthly transactions was losing revenue visibility because Salesforce and their ERP were running as disconnected silos. This case study breaks down the exact integration architecture, the automation logic we built, and the measurable pipeline impact delivered within 60 days.

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Salesforce Implementation Case Studies

Latest case studies

Case Study: How a Mid-Market SaaS Team Recovered $2M in Annual Pipeline Through Salesforce RevOps Realignment

Case Study: How a National Retailer's SaaS Division Fixed Its Salesforce RevOps After 18 Months of Configuration Drift

Case Study: 50% Faster SaaS Customer Onboarding Through Salesforce Milestone Tracking and Automated CS Handoffs

Case Study: Syncing 1 Million SaaS Records Daily — How We Recovered $3.8M in Lost Revenue

Case Study: Cutting SaaS Billing Time by 60% via Salesforce Billing Automation

Case Study: Custom HIPAA-Compliant Salesforce Portals for Healthcare SaaS

Case Study: Custom SaaS Commission Engine in Salesforce

Case Study: 25% Revenue Lift for SaaS via Personalization

How the Right Salesforce Implementation Partner Rescued a Bleeding Lead-to-Cash Process

Salesforce Implementation Partner Fixed Service Cloud to Stop SaaS Churn: A 2026 Case Study

Salesforce Integration Consulting: How We Cut Pricing Errors by Unifying a Fractured Architecture

Salesforce Integration Consulting: How We Automated ERP Flows for High-Volume B2B Transactions

Explore our services

Salesforce Technology

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Strategic Advisory

Management Consulting

Stay in the loop.

Latest case studies

Case Study: How a Mid-Market SaaS Team Recovered $2M in Annual Pipeline Through Salesforce RevOps Realignment

Case Study: How a National Retailer's SaaS Division Fixed Its Salesforce RevOps After 18 Months of Configuration Drift

Case Study: 50% Faster SaaS Customer Onboarding Through Salesforce Milestone Tracking and Automated CS Handoffs

Case Study: Syncing 1 Million SaaS Records Daily — How We Recovered $3.8M in Lost Revenue

Case Study: Cutting SaaS Billing Time by 60% via Salesforce Billing Automation

Case Study: Custom HIPAA-Compliant Salesforce Portals for Healthcare SaaS

Case Study: Custom SaaS Commission Engine in Salesforce

Case Study: 25% Revenue Lift for SaaS via Personalization

How the Right Salesforce Implementation Partner Rescued a Bleeding Lead-to-Cash Process

Salesforce Implementation Partner Fixed Service Cloud to Stop SaaS Churn: A 2026 Case Study

Salesforce Integration Consulting: How We Cut Pricing Errors by Unifying a Fractured Architecture

Salesforce Integration Consulting: How We Automated ERP Flows for High-Volume B2B Transactions