Case Studies · platforms

Salesforce Case Studies

Real client outcomes from Celumai Salesforce platform engagements - with actual numbers.

10 case studies

How a Retail Brand Cut Customer Service Costs 54% with Salesforce Agentforce
Salesforce Retail
54% lower cost per ticket

How a Retail Brand Cut Customer Service Costs 54% with Salesforce Agentforce

Multi-Channel Fashion & Lifestyle Retailer

A fashion retailer deployed Salesforce Agentforce for order status, returns and sizing queries, cutting cost per ticket 54% while holding CSAT steady…

54%
Lower cost per ticket
71%
Tickets resolved without a human agent
<30 sec
Average first response time
Agentforce AI Assistant Qualifies Leads 24/7 for a Commercial Real Estate Brokerage
Salesforce Real Estate
3.4x more qualified leads booked

Agentforce AI Assistant Qualifies Leads 24/7 for a Commercial Real Estate Brokerage

Commercial Real Estate Brokerage

A commercial real estate brokerage used a Salesforce Agentforce assistant to qualify inbound leads 24/7, booking 3.4x more qualified meetings.

3.4x
More qualified leads booked
100%
After-hours inquiries now captured
47%
Reduction in broker time on unqualified calls
Fractional CRM Leadership for a Private Equity-Backed Business – From Post-Acquisition Chaos to CRM Clarity
Salesforce 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)
CRM Analytics and BI Dashboard Programme for a Financial Services Group – Board Reporting From 5 Days to 2 Hours
Salesforce 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
How a Global Insurer Cut Compliance Audit Time from 3 Weeks to 6 Hours
Salesforce 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
Rebuilding Salesforce for a B2B SaaS Company That Had Outgrown Its Implementation
Salesforce 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
Connecting Salesforce to SAP for a Manufacturing Group – Eliminating 3-Day Reconciliation Cycles
Salesforce 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
How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine
Salesforce 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…

Pipeline
Cross-sell visibility
Adopt
Advisor workflow
Revenue
Opportunity tracking
CRM Migration for a Global Insurance Broker – Zero Pipeline Loss Across 8,400 Active Accounts
Salesforce BFSI
Large migration - validation-led cutover

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

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