Case Studies ·

Healthcare

180% increase in marketing-influenced pipeline

Marketing Operations Rebuild for a B2B Healthcare Company — From Campaign Chaos to Scalable Engine

B2B Healthcare Company

A B2B healthcare company had a marketing team of six producing campaigns manually from spreadsheets. No campaign tracking, no attribution, no lead…

180%

Marketing-influenced pipeline

22%

Campaign spend reduction

12 weeks

Foundation built

Read case study → 12 weeks intensive + ongoing

Professional Services

300% increase in qualified inbound

Brand Repositioning for a CRM Consultancy — 300% Increase in Inbound Qualified Enquiries

CRM Consultancy (60 staff)

A CRM consultancy with strong technical delivery had weak brand positioning. They were winning work through referrals but losing competitive pitches because…

300%

Inbound enquiry increase

54%

Competitive win rate (from 20%)

34%

Average project value increase

Read case study → 14 weeks + 12-month content programme

SaaS & Technology

Cost per SQL reduced 61%

Performance Marketing Programme for a B2B SaaS Company — Cost Per SQL Reduced by 61%

B2B Enterprise SaaS Company

A B2B SaaS company was spending £180K per month on paid media and generating 140 MQLs. Cost per SQL was £4,200 and…

61%

Cost per SQL reduction

44%

MQL-to-SQL conversion

28%

Inbound revenue growth

Read case study → 10 weeks + ongoing

BFSI

Board reporting 5 days → 2 hours

CRM Analytics and BI Dashboard Programme for a Financial Services Group — Board Reporting From 5 Days to 2 Hours

Financial Services Group

A financial services group was spending five days every month producing board reporting from CRM data manually. Three analysts, multiple systems, four…

2 hours

Board reporting time (from 5 days)

Real-time

Pipeline data freshness

12 wks/yr

Analyst time freed

Read case study → 12 weeks

Professional Services

CRM adoption 44% → 88%

Managed CRM Support Programme for a 200-Person Professional Services Firm — CRM Adoption from 44% to 88%

Professional Services Firm (200 staff)

A professional services firm had implemented HubSpot twelve months earlier. Adoption had stalled at 44%. Partners were using it reluctantly. The pipeline…

44%→88%

CRM adoption

94%

Pipeline data quality

6 months

Time to result

Read case study → Ongoing managed support

Professional Services

Consolidated reporting in 87 days

Fractional CRM Leadership for a Private Equity-Backed Business — From Post-Acquisition Chaos to CRM Clarity

PE-Backed Professional Services Group

A PE-backed services business had acquired three companies in 18 months. Each had a different CRM. The board wanted consolidated revenue reporting…

87 days

Consolidated reporting delivered

3 CRMs

Merged into one

78%

Group forecast accuracy

Read case study → Ongoing (6-month intensive)

Manufacturing

0 → 2.4M first-party profiles in 18 months

Customer Data Platform Implementation for an FMCG Brand — First Party Data Strategy Post-Cookie

FMCG Consumer Brand

An FMCG brand selling through retailers had zero direct customer data. With third-party cookies disappearing, they had 18 months to build a…

2.4M

First-party profiles built

18 months

Time to scale

34%

Media efficiency improvement

Read case study → 24 weeks

Manufacturing

42% MarTech cost reduction

MarTech Stack Consolidation for a Retail Group — From 14 Tools to 4, 40% Cost Reduction

Multi-Channel Retail Group

A retail group had accumulated 14 marketing technology tools over six years. Nine of them overlapped in capability. Customer data was fragmented…

42%

MarTech cost reduction

14→4

Tools in stack

180%

Email revenue increase

Read case study → 22 weeks

Manufacturing

Legacy system replaced — zero disruption

Legacy CRM Modernisation for a Manufacturing Group — 12-Year-Old System Replaced Without Disruption

Pan-European Manufacturing Group

A manufacturing group had been running the same on-premise CRM for 12 years. It could not integrate with modern tools, could not…

12 years

Legacy system age

87%

Adoption in 6 weeks

0

Data loss

Read case study → 26 weeks

Professional Services

Contract review 4 days → 2 hours

Document Processing Automation for a Legal Firm — Contract Review Time from 4 Days to 2 Hours

Commercial Law Firm

A commercial law firm reviewing 60 contracts per week was spending 4 days per contract on initial review. AI-powered document processing reduced…

2 hours

Review time (from 4 days)

94%

Deviation detection accuracy

34%

Associate capacity increase

Read case study → 16 weeks

Manufacturing

23 hours weekly manual work eliminated

CRM Automation Programme for a Logistics Company — 14 Manual Processes Eliminated

National Logistics Company

A logistics company with 280 sales and ops staff had 14 manual CRM processes running on spreadsheets and email. Each process had…

14

Manual processes automated

23 hrs

Weekly work eliminated

12%

Renewal conversion increase

Read case study → 10 weeks

SaaS & Technology

MQL-to-SQL conversion 11% → 49%

AI-Powered Lead Scoring That Increased Sales Qualified Lead Accuracy by 340%

B2B Enterprise Software Company

A B2B software company was passing 180 MQLs to sales every month. Conversion to SQL was 11%. Sales were spending 70% of…

11%→49%

MQL-to-SQL conversion

68%

Unqualified lead time saved

1.8x

Revenue per rep

Read case study → 12 weeks

SaaS & Technology

Churn rate reduced 18%

Data Architecture Redesign for a SaaS Platform — Single Source of Truth Across 6 Systems

B2B SaaS Platform (2,200 customers)

A B2B SaaS platform with 2,200 customers had customer data spread across HubSpot, Stripe, their product database, Intercom, Zendesk, and a homegrown…

18%

Churn rate reduction

4 hrs

Monthly reporting time

6 systems

Connected

Read case study → 14 weeks

BFSI

340,000 records — zero data loss

CRM Migration for a Global Insurance Broker — Zero Pipeline Loss Across 8,400 Active Accounts

Global Insurance Broker

A global insurance broker migrating from a legacy CRM to Salesforce had 8,400 active accounts, 340,000 activity records, and 180 active renewal…

8,400

Active accounts migrated

0

Records lost

92%

Post-migration data quality

Read case study → 20 weeks

BFSI

£14M cross-sell pipeline identified

How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine

Independent Wealth Management Firm

A wealth management firm with 420 advisors had Salesforce configured for a business it used to be. Client relationships existed in spreadsheets…

£14M

Cross-sell pipeline

91%

Advisor adoption

£2.1M

New revenue Q1

Read case study → 18 weeks

Manufacturing

Quote time 3.2 days → 4 hours

Dynamics 365 Finance and Operations CRM Integration for a Manufacturing Conglomerate

Manufacturing Conglomerate (7 business units)

A manufacturing conglomerate with 7 business units needed to connect Dynamics 365 Sales with Dynamics 365 Finance and Operations across all units,…

4 hours

Quote time (from 3.2 days)

28%

Credit hold reduction

6 days

Sales cycle reduction

Read case study → 26 weeks

Real Estate

Tenant satisfaction 4.1 → 7.8

Dynamics 365 Customer Service for a National Housing Association — Tenant Portal and Case Management

National Housing Association (28,000 homes)

A housing association managing 28,000 properties was handling tenant repairs, complaints, and queries via a contact centre with no case management system.…

7.8

Tenant satisfaction (from 4.1)

96%

SLA compliance (from 61%)

34%

Contact volume reduction

Read case study → 20 weeks

Real Estate

Lead response 4.2 hrs → 8 minutes

Dynamics 365 Sales Implementation for a UK Property Developer — Lead-to-Reservation in One System

Residential Property Developer

A residential property developer with 12 active schemes and 340 plots needed to connect portal lead capture, sales consultant activity, and reservation…

8 minutes

Lead response (from 4.2 hrs)

9%

Fall-through rate (from 22%)

£3,400

Revenue per plot increase

Read case study → 14 weeks

Manufacturing

Partner onboarding 6-8 weeks → 3-5 days

MuleSoft B2B Integration for a Global Logistics Company — EDI Modernisation at Scale

Global Logistics Company

A global logistics company processing 2.4 million EDI transactions daily had an ageing EDI infrastructure that could not support new partner onboarding…

3-5 days

Onboarding time (from 6-8 weeks)

44%

EDI processing cost reduction

12

New retail partnerships enabled

Read case study → 22 weeks

Manufacturing

Integration maintenance 60% → 15% of IT capacity

MuleSoft Integration Architecture for a Retail Group — 40+ System Connections Rationalised

National Retail Group

A retail group had 40+ point-to-point integrations between ERP, e-commerce, WMS, CRM, and loyalty systems. Integration maintenance consumed 60% of the IT…

40+

Point-to-points rationalised

15%

Integration maintenance (from 60%)

2-3 weeks

New integration time

Read case study → 24 weeks

Healthcare

34% → 97% complete patient data access

MuleSoft API Platform for a Healthcare System — Real-Time Data Exchange Across 18 Clinical Systems

Regional Healthcare System

A regional healthcare system with 18 clinical applications had patient data siloed across each system. Clinicians made decisions with incomplete patient history.…

97%

Complete patient data access

4 min

Critical result notification

280%

Drug interaction alerts

Read case study → 28 weeks

Professional Services

340% email revenue increase

Adobe Journey Optimizer for a Luxury Hotel Group — Personalised Guest Experience at Scale

Luxury Hotel Group (28 properties)

A luxury hotel group with 28 properties needed to move from batch-and-blast email to real-time personalised guest communications. Adobe Journey Optimizer was…

340%

Email revenue per send

£28

Additional ancillary per stay

44%

Loyalty enrolment increase

Read case study → 16 weeks

SaaS & Technology

£4.2M pipeline attributed to marketing

Marketo Engage Implementation for a B2B Software Company — From 0 to £4.2M Attributed Pipeline

B2B Enterprise Software Company

A B2B software company with a 6-person marketing team was generating leads but had no ability to measure which activities were contributing…

£4.2M

Pipeline attributed

35%

Budget increase

6 months

Time to attribution

Read case study → 12 weeks

Manufacturing

Email open rate 12% → 31%

Adobe Experience Cloud Unification for a Pan-European Retailer — Single Customer View Across 14 Markets

Pan-European Omnichannel Retailer

A pan-European retailer with 14 market operations was running Adobe Analytics, Marketo, and Target as completely disconnected tools. Personalisation was impossible because…

31%

Email open rate (from 12%)

18%

Revenue from personalisation

22%

CLV increase

Read case study → 20 weeks

BFSI

11 days → 1.8 days resolution time

ServiceNow HR Service Delivery for a 6,000-Person Financial Services Group

Financial Services Group

A financial services group with 6,000 employees across 12 countries had HR services running on email. Employees had no visibility on the…

1.8 days

Resolution time (from 11)

64%

Self-service deflection

40%

HR strategic capacity increase

Read case study → 18 weeks

SaaS & Technology

First-time fix rate 54% → 83%

ServiceNow ITSM to FSM Integration for a Managed IT Services Provider

Managed IT Services Provider

A managed IT services provider with 180 field engineers was running ITSM on ServiceNow and field scheduling on a separate legacy system.…

54%→83%

First-time fix rate

8.4

CSAT (from 6.1)

28%

Job completion time reduction

Read case study → 14 weeks

Professional Services

SLA breach rate 34% → 4%

ServiceNow CSM Implementation for a Global Facilities Management Company

Facilities Management Company

A facilities management company managing 2,400 commercial properties had a customer service operation running on email and spreadsheets. SLA breach rate was…

34%→4%

SLA breach rate

7.6

CSAT (from 5.8)

88%

Contract renewal rate

Read case study → 16 weeks

BFSI

$340M additional AUM from existing investors

Reltio MDM for a Global Asset Manager — Investor Data Governance Across 22 Jurisdictions

Global Asset Manager ($180B AUM)

A global asset manager with AUM of $180B needed a single governed investor record across 22 jurisdictions to satisfy regulatory requirements and…

$340M

Additional AUM year 1

22

Jurisdictions unified

3 days

vs 6 weeks reporting

Read case study → 30 weeks

SaaS & Technology

4.2 min → 8 sec customer ID time

Real-Time MDM for a Telecommunications Provider — Single Customer View Across 8M Subscribers

National Telecommunications Provider

A telecommunications provider with 8 million subscribers had customer data in 14 operational systems. A customer calling for support was asked for…

8M

Subscribers unified

8 seconds

Customer ID time (from 4.2 min)

22%

FCR improvement

Read case study → 26 weeks

Healthcare

4.8x → 1.02x HCP deduplication

Connected Customer Data Platform for a Life Sciences Company Using Reltio

Global Life Sciences Company

A life sciences company needed a single connected view of HCP relationships across 140 sales reps, 3 CRM systems, and 6 data…

4.8x→1.02x

HCP deduplication

6 hrs

Rep time saved weekly

140

Reps on unified platform

Read case study → 22 weeks

Healthcare

AI model accuracy 67% → 91%

Data Quality Programme for a Healthcare Network — Enabling AI Diagnostics on Clean Data

Multi-Hospital Healthcare Network

A hospital network investing in AI-assisted diagnostics discovered their training data was too inconsistent to produce reliable models. Informatica DQ was deployed…

91%

AI model accuracy (from 67%)

28,000

Duplicate records resolved

34%→4%

Missing critical fields

Read case study → 18 weeks

Manufacturing

14 weeks → 3 weeks product launch

Product Master Data Governance for a Global Consumer Goods Company

Global Consumer Goods Company

A consumer goods company with 42,000 active SKUs across 28 markets was managing product data in 6 different systems. New product launches…

42,000

SKUs under governance

3 weeks

Product launch time (from 14)

94%

Write-off reduction

Read case study → 20 weeks

BFSI

140% duplicates → 1.8%

Master Data Management Implementation for a Retail Banking Group — 12 Million Customer Records Unified

Retail Banking Group

A retail banking group with 12 million customers across three acquired banks had three separate customer databases with no shared identity. The…

12M

Customer records unified

1.8%

Duplicate rate (from 140%)

£18M

First-year cross-sell uplift

Read case study → 32 weeks

Healthcare

5 person-weeks → 4 hours reporting

SAP C4C Implementation for a Global Pharmaceutical Distributor

Global Pharmaceutical Distributor

A pharmaceutical distributor operating across 18 markets needed SAP Sales Cloud (C4C) to replace four disconnected country-level CRM systems while maintaining compliance…

18

Markets on one platform

4 hrs

vs 5 weeks reporting

340%

Key account visibility

Read case study → 28 weeks

Manufacturing

87% reduction in territory conflicts

Building Dealer Network Management in SAP for a Heavy Equipment Manufacturer

Heavy Equipment Manufacturer

A heavy equipment manufacturer with 340 dealer partners across Asia-Pacific had no visibility into dealer pipeline, inventory, or customer interactions. Territory conflicts…

87%

Conflict rate reduction

78%

Pipeline visibility

34%

Forecast improvement

Read case study → 24 weeks

Manufacturing

180,000 records migrated — zero data loss

SAP CRM Migration for a Chemicals Group — Zero Data Loss Across 180,000 Customer Records

Specialty Chemicals Group

A specialty chemicals group with operations in 12 countries needed to migrate 180,000 customer records from a legacy on-premise CRM to SAP…

180,000

Customer records migrated

0

Records lost

94%

Post-migration data quality

Read case study → 18 weeks

Professional Services

84% adoption in 8 weeks

HubSpot CRM Rollout Across 6 European Offices for a Professional Services Firm

European Management Consulting Firm

A management consulting firm with 340 professionals across 6 European offices had no CRM. Partners managed relationships in personal Outlook folders. £2.3M…

84%

Adoption in 8 weeks

£2.3M

Pipeline identified

6

Offices deployed

Read case study → 12 weeks

Professional Services

£180k spend reallocated

Building a Multi-Touch Revenue Attribution Model for a Marketing Agency

Digital Marketing Agency

A 120-person digital marketing agency could not answer their most important question: which channels were actually generating revenue? HubSpot had data but…

£180k

Annual spend reallocated

Read case study → 8 weeks

Real Estate

9% → 31% trial conversion

How a PropTech Startup Increased Trial-to-Paid Conversion from 9% to 31%

PropTech SaaS Platform

A PropTech SaaS company was converting only 9% of free trials to paid. Their HubSpot instance had no lifecycle stage automation, no…

9%→31%

Trial conversion

Read case study → 10 weeks

Manufacturing

3-day reconciliation eliminated

Connecting Salesforce to SAP for a Manufacturing Group — Eliminating 3-Day Reconciliation Cycles

Pan-European Manufacturing Group

A pan-European manufacturing group with 6 business units was reconciling Salesforce opportunity data against SAP order data manually every Monday. The process…

3 days → 0

Reconciliation cycle

Read case study → 20 weeks

SaaS & Technology

38% → 81% forecast accuracy

Rebuilding Salesforce for a B2B SaaS Company That Had Outgrown Its Implementation

Series C B2B SaaS Platform

A Series C SaaS company with 180 sales reps had a Salesforce org that had grown organically for 5 years. Pipeline data…

38%→81%

Forecast accuracy

Read case study → 16 weeks

BFSI

22 days → 6 hrs

How a Global Insurer Cut Compliance Audit Time from 3 Weeks to 6 Hours

Tier 1 UK Insurer

A Tier 1 insurer with 4,200 advisors was spending three weeks preparing FCA audit packs manually. We rebuilt their Salesforce Financial Services…

22 days

Previous audit prep time

Read case study → 14 weeks

Professional Services

$2.4M pipeline found

Law Firm Identifies $2.4M Cross-Practice Pipeline in 90 Days

UK Law Firm, 120 fee-earners

A mid-size UK law firm implemented cross-practice CRM visibility and found $2.4M of cross-sell opportunities in the first 90 days.

$2.4M

Cross-sell pipeline found

90 days

Time to first results

87%

Partner adoption rate

Read case study → 12 weeks

Real Estate

+42% conversions

Residential Developer Increases Lead-to-Reservation 42%

UK Residential Developer

A UK residential developer generating 400+ leads per month unified portal leads, added broker attribution, and implemented automated nurture sequences.

+42%

Lead-to-reservation

400+

Leads/month unified

AML compliant

KYC workflow

Read case study → 8 weeks

Healthcare

+68% HCP coverage

HCP Visit Coverage Increased 68% for Medical Device Company

European Medical Device Company

A European medical device company had no structured HCP engagement tracking. Medical reps worked from personal spreadsheets. Salesforce Health Cloud changed that.

+68%

HCP visit coverage

100%

Rep activity captured

MDR

Audit trail compliant

Read case study → 14 weeks

Manufacturing

3 days -> 20 min

SAP-Salesforce Integration Eliminates 3-Day Reconciliation

Industrial Machinery Group, Europe

A European industrial machinery group spent 3 days every month reconciling SAP and Salesforce. Bidirectional real-time sync reduced this to 20 minutes.

3 days -> 20 min

Reconciliation time

Zero

Manual rekeying

14 months

Zero incidents

Read case study → 18 weeks

SaaS & Technology

11% -> 34% conversion

Trial-to-Paid Conversion Increased from 11% to 34%

B2B SaaS Platform, Series B

A Series B B2B SaaS company connected Segment to HubSpot, built PQL scoring on feature activation, and redesigned the trial nurture sequence.

34%

Trial conversion rate

3x

Revenue from trials

90 days

Time to results

Read case study → 8 weeks

BFSI

3 wks -> 6 hrs

FCA Audit Response Reduced from 3 Weeks to 6 Hours

UK Wealth Management Firm

A UK wealth management firm redesigned their CRM data architecture to produce suitability records on demand. Their next FCA audit completed in…

6 hrs

Audit response time

100%

Suitability records captured

3 wks saved

Per audit cycle

Read case study → 16 weeks