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Our Work Case Studies

Every team has a story to tell. Here's how we create seamless digital experiences for meaningful outcomes.

Stories of real impact

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.

Case Studies

  • Advanta Health – Scaling member services with Agentforce for healthier lives

    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.

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  • Electric Vehicles – How personalized communication drove faster purchases

    An electric vehicle company partnered with Sercante to integrate dynamic vehicle recommendations into their email campaigns. By leveraging existing web-based inventory APIs and Salesforce Marketing Cloud Engagement, they transformed static communications into personalized, location-based experiences that helped accelerate inventory turnover and improve customer engagement.

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  • Edelman Fossil Park & Museum – Building the foundation for a seamless grand opening

    Edelman Fossil Park & Museum partnered with Sercante to implement foundational systems for their museum opening, including Salesforce Nonprofit Success Pack and a first-of-its-kind ticketing integration. These solutions streamlined donor management, event planning, and marketing, empowering a seamless grand opening and exceptional experiences for donors and museum visitors.

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  • Daybreak – Scaling at-home sleep apnea patient support with AI & Agentforce

    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.

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  • University of Massachusetts Lowell – Optimizing recruitment to deliver personalized journeys

    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%.

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  • Georgia Symphony Orchestra – Auditing & training for nonprofit impact

    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.

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