Managed Security Services for a Leading US Debt Management Firm 25% boost in closures, 100% better lead tracking, how a top NBFC scaled sales with AI-driven Salesforce automation and CRM transformation. Background A
Managed Security Services for a US ARM & Debt Purchase Firm Background A prominent U.S.-based enterprise specializing in accounts receivable management (ARM) and debt purchasing approached Wisdom Square with a critical mission: to
How a U.S. NBFC Transformed Its Salesforce Ecosystem 25% boost in closures, 100% better lead tracking, how a top NBFC scaled sales with AI-driven Salesforce automation and CRM transformation. Background A rapidly growing
Custom Salesforce Reporting for a Leading US-Based NBFC A mid-sized US NBFC needed more from Salesforce than standard reports could offer. We stepped in with a tailored solution using Lightning Web Components, Apex,
Automating Customer Support for a Health & Wellness Brand When customer support slows down, growth suffers. This fast-scaling wellness brand partnered with us to automate case handling, unify communications, and accelerate lead conversion
Automating Lead Allocation for a Global Event Management Company A global event management firm faced delays due to manual lead processes. Our AI-optimized Salesforce solution automated lead allocation, improved data accuracy, and reduced
Revamping Product Configuration for a Global HVAC Manufacturer When product configurators fall short, customer frustration rises, and sales suffer. This HVAC leader partnered with us to modernize their product configuration experience, making it
Ecosystem Optimizing Lead Flow for a Streaming Giant 35% faster lead response, 50% better usability, how a global streaming corp optimized lead flows, dashboards and user experience with Salesforce automation. Background A leading
Enhancing IT Infrastructure & Support for a Global Fragrance Retailer Client: Leading Global Fragrance RetailerIndustry: Retail (Fragrance)Geography: North America, Brazil, ArgentinaEngagement: Ongoing Keeping Stores Running, Secure & Future-Ready With retail stores spread across
Seamless Legacy Data Migration for a Global Financial Services Provider Migrating complex legacy data without disruption is no small feat. This financial services leader partnered with us to cleanse, optimize, and migrate millions