Salesforce Client Stories

Insurance company using Salesforce Experience Cloud + Custom Self-Service Web Portal

Small Insurance Company

Learn how an insurance company improved data exchanges, minimizing operational silos, and simplifying system investments with a custom Salesforce Experience Cloud implementation.

Andy Talley Bone Marrow Foundation

Salesforce Nonprofit Cloud empowered Andy Talley Bone Marrow Foundation to track donations, fundraising events, outreach, and more.

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LearnWell

Learn about the patient referral form, e-sign functionality, and digital billing submissions we built integrated with Salesforce.

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Center for Sustainable Energy

Soliant customized CSE’s existing Salesforce database with a framework allowing customers to electronically submit rebate documents secure.

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Wharton Public Technology

Wharton Public Technology at the University of Pennsylvania partnered with Soliant Consulting to transition from Salesforce Classic to Lightning.

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Symantec

Symantec takes control of rebates with Soliant’s cloud-based system.

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V.I.P. Mortgage

V.I.P. Mortgage’s reduced its operational costs and expanded its network of loan officers through new architecture for its Salesforce solution.

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Philadelphia Bar Foundation

Organizing donations and fundraiser event management with Salesforce customization.

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Los Angeles Museum of the Holocaust

Soliant Consulting partnered with Los Angeles Museum of the Holocaust for a custom Salesforce adoption that improved internal efficiency.

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