Real client outcomes from Celumai Salesforce platform engagements — with actual numbers.
8 case studies
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…
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…
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…
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…
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…
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…
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…
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…
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