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.
Daybreak, the fully at-home sleep apnea solution, collaborated with Sercante to implement AI and Agentforce solutions to scale their customer support team’s resources for addressing the increase in patient needs, while upholding exceptional service, without the need for mass expansion of headcount.
UMass Lowell's Graduate, Online & Professional Studies partnered with Sercante to optimize prospective student journeys using Salesforce Marketing Cloud, driving 1,500 responses in one month and indirectly boosting enrollment yield by 4%.
Discover how we partnered with the Georgia Symphony Orchestra (GSO) to optimize their Salesforce capabilities, ensuring reliable data for reporting, campaign initiatives, and business development. Facing challenges due to limited resources and lack of in-house expertise, GSO sought help to harness the full potential of their Nonprofit Success Pack org. Sercante empowered GSO to use Salesforce as their single source of truth through a comprehensive audit and tailored training.
Embark on INSURICA's journey of digital transformation with Sercante, leading to personalized client experiences and streamlined operations. As the 29th-largest privately held insurance agency in the U.S., INSURICA sought to modernize its sales and marketing management, faced with disparate systems and complex data visibility issues. Together, Sercante and INSURICA overcame these challenges by establishing a unified CRM, custom sales planning tool, and advanced segmentation capabilities.
The Home Depot's Retail Media+ division collaborated with Sercante to optimize their Salesforce platform and unlock untapped revenue streams. Facing the challenge of underutilized Salesforce features and disconnected sales processes, the teams worked together to configure existing tools for a unified sales process. The Home Depot saw remarkable results through strategic customization and implementation of powerful Sales Cloud features, such as Opportunity Path, Activity Management, and Account Teams.
Veterans Guardian partnered with Sercante to elevate customer experiences through Salesforce Marketing Cloud Personalization. Seeking to prioritize personalized experiences for veterans navigating VA benefits, Veterans Guardian faced the challenge of integrating Personalization into their website redesign quickly. Together, they implemented Personalization, revamped Marketing Cloud journeys, and optimized communication processes.