Case Studies
Real solutions. Real business impact.
A selection of Salesforce, AI, integration and software projects delivered across industries and international markets. Client names are kept confidential.
Technology & Distribution
Technology Distributor CRM
A multi-entity Salesforce platform for a technology distributor: sales targets and pricing, a B2B reseller ordering portal, after-sales service, back-office integrations and automated price-list updates.
Insurance
Insurance Customer Engagement Platform
Salesforce sales and service for an insurance business: lead APIs from digital channels, telesales assignment, WhatsApp messaging, policy data sync, case SLAs and an ongoing enhancement retainer.
B2B Services
Sales Cloud & Agentforce
Enhancements to an existing Salesforce Sales Cloud org: cleaner pipeline management, quote automation, approvals, reporting and Agentforce AI agents that assist sales users.
Food & Beverage
Equipment & ERP Platform
Salesforce for a food and beverage distributor: tracking equipment placed at customer sites, maintenance and invoicing, customer agreements and requests with approvals, email-based service and a real-time ERP integration.
Energy & Utilities
Mobile Customer Ordering Platform
A mobile-first ordering experience for an energy distributor, powered by a Salesforce REST API layer: customer accounts and addresses, product catalog, orders, delivery reports and a customer community.
Media & Entertainment
Contract Lifecycle Integration
Integration between Salesforce and a contract lifecycle management (CLM) platform, so contracts and appendices are created, sent and tracked from the CRM.
Travel & Transport
Travel Customer Portal
A branded Experience Cloud customer space where travellers register (including with social sign-on), complete their profile and manage their bookings.
Wholesale & Distribution
B2B Commerce & Customer Portal
Salesforce Sales Cloud and B2B Commerce work enabling business customers to order through a portal, with integrations and process automation.
Healthcare & Medical Research
Healthcare AI Survey Agent
Scoping, regulatory research and a working prototype of an AI agent that turns validated clinical questionnaires into natural conversations with patients.
Artificial Intelligence
Multimodal Conversational AI Platform
A multi-tenant platform for building, routing and running enterprise virtual assistants across web chat, WhatsApp, SMS, voice and digital humans, powered by IBM Watson Assistant, Azure OpenAI and Azure Speech.
Legal
AI Contract Intelligence Platform
A platform that ingests contracts, extracts key terms with large language models and lets users ask questions across documents using OpenAI, IBM watsonx and Watson Discovery.
Hospitality
AI Email Automation for Hospitality
An AI pipeline that reads incoming guest emails, understands the request using retrieval-augmented generation over the business's own documents and prepares answers.
HR & Recruitment
AI Interview Screening Platform
An AI-powered virtual interviewer that screens applicants with structured, consistent interviews and gives recruiters scored summaries — built by PortalVar; for recruitment agencies and SMEs.
Professional Services
Digital Services Marketplace
A marketplace platform connecting customers with professionals through a digital experience similar to freelance service platforms.
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