Our Work
Case Studies
Every team has a story to tell. Here's how we create seamless digital experiences for meaningful outcomes.
From marketing strategy to Salesforce implementations and everything in between, get inspiration from these clients who bring us their biggest challenges and always come out on top.
Veterans Guardian partnered with Sercante l Trilliad to design and deploy custom Agentforce AI agents, transforming their high-touch claims consulting operations and delivering 24/7 consulting and educational support to veterans navigating the VA disability benefits process.
Little Caesars Fundraising partnered with Sercante | Trilliad to transform their Salesforce CRM to optimize their lead management process, reporting, and email marketing platform, lifting their email open rates by 12% and lead conversion by 8%. This initiative advanced their mission to help community organizations (schools, sports teams, church groups, etc.) easily achieve their fundraising goals and get their internal sales and marketing teams operating more efficiently.
The Indianapolis Colts partnered with Sercante l Trilliad to create an integrated data foundation using their customer data platform and Snowflake, transforming millions of fan data into activated, real-time, targeted sales efforts, intelligent insights, and personalized journeys that treat every fan like an MVP.
Fellowes Brands partnered with Sercante to migrate from Eloqua to Marketing Cloud Growth Edition and establish a unified data architecture with Data 360 for a scalable, compliant environment that delivers dynamic, high-engagement content to global customers.
Scosche Industries, the #1 mount and FM transmitter brand in North America, partnered with Sercante to implement a scalable, AI-powered support solution on their website that gives customers instant, personalized answers to their FAQs, increasing the support team’s efficiency to focus on complex needs, so their customers can continue to enjoy their products for life.
Advanta Health partnered with Sercante to implement Agentforce solutions that scaled their member services team and addressed the needs of their growing customer base while upholding excellent customer service and advancing their mission for inspiring healthier, longer lives.