Case Study

22 Days, $79,279 Saved

Imagine finding hidden gold in your backyard. That’s what happened to us when we took the time to dive deep into our client’s Salesforce process.

Jordan Nelson

January 23, 2026

Imagine finding hidden gold in your backyard.

That’s what happened to us when we took the time to dive deep into our client’s Salesforce process.

What we found was a goldmine.

Their customer service team was spending 10 minutes per case looking for information in Salesforce.

10 MINUTES. PER CASE.

A quick calculation showed us we could save them $79,279 per year if we automated this process.

So we did.

And the result was a happy client and saved dollars.

The moral of the story is twofold:

Look beyond the superficial
Always have a curious mind

As always...

We recorded how we did it step-by-step to share with you.

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