trueSolv
Case Studies
Improving Credit Union Contact Center Efficiency with Amazon Transcribe and Einstein AI in Salesforce
Platforms: Amazon Transcribe, Einstein AI, Service Cloud Voice
Industry: Financial Services
Country: USA
Find out how TrueSolv implemented Voice-to-CRM for a credit union using Salesforce Service Cloud Voice and Einstein AI to deliver real time transcripts, automated call summaries, and agent guidance, reducing after call work and speeding up customer support.
Improving Banking Support Efficiency With Salesforce Financial Services Cloud and Einstein AI
Platforms: Service Cloud, Einstein AI, Agentforce, Financial Services
Industry: Financial Services
Country: USA
Find out how TrueSolv modernized a mid-sized bank support operation using Salesforce Financial Services Cloud and Einstein AI by launching a 24/7 chatbot, auto classifying and routing cases.
Enhancing Audio Transcription Services with Salesforce, AWS Integration and AI tools
Platforms: Experience cloud, Amazon AWS
Industry: Translation and Transcription Services
Country: USA
Find out how TrueSolv built secure portals and automated transcription processes for a translation service, using Salesforce and AWS integration to streamline file storage, transcription, and workflows for enhanced efficiency and user experience in this case study.
Enhancing Customer Service Efficiency for a Growing Robotics Company
Platforms: Sales Cloud, Service Cloud, Azure integration
Industry: Robotics
Country: Norway
Learn how TrueSolv streamlined a robotics company’s customer service with Salesforce Service Cloud, automating case creation, enabling live chat, and integrating Azure DevOps to improve response times, collaboration, and data security.
Streamlining Salesforce User Management & User Permission tool for Large-Scale Organizations with a Salesforce App
Platforms: Sales Cloud, AWS
Industry: Technology
Country: USA
Learn how TrueSolv developed a Salesforce app to automate user permissions and ensure consistent configurations, enhancing security and operational efficiency across a large user base.
Personalizing and Automating Email Campaigns in Healthcare with Salesforce Marketing Cloud
Platforms: Marketing Cloud
Industry: Healthcare
Country: USA
Explore how TrueSolv transformed email marketing for a healthcare client using Salesforce Marketing Cloud, enabling automated, personalized campaigns that enhanced user engagement and streamlined processes.
Streamlining Contract and Voucher Management with Sales Cloud and SAP
Platforms: Sales Cloud, Sap
Industry: Energy
Country: USA
Discover how TrueSolv automated contract and voucher management for a global energy company by integrating Salesforce with SAP, reducing errors and improving service efficiency.
Transforming Mental Health Data Management with Salesforce
Platforms: Sales Cloud
Industry: Healthcare
Country: USA
Explore how TrueSolv digitized paperwork for a US mental health provider with a custom Salesforce solution, using LWC and PDF automation to streamline data and enhance patient care.
Enhancing Partner Collaboration with Adaptive Forms and Automated Documentation
Platforms: Sales Cloud
Industry: Technology
Country: Israel
TrueSolv built a custom Salesforce Partner Community with a Knowledge Base, adaptive forms, and PDF automation, boosting collaboration, streamlining cases, and enabling partner self-service.
Streamlining Lead Management with WordPress website and Automated Data Enrichment
Platforms: Sales Cloud
Industry: Finance
Country: USA
TrueSolv integrated Salesforce with WordPress and automated lead enrichment, streamlining lead capture, reducing manual work, and helping sales teams focus on high-quality leads.
Centralizing Commission Management for a Real Estate Company
Platforms: Sales Cloud
Industry: Real Estate
Country: USA
Learn how TrueSolv built a Salesforce-based Commission Request Form app with automated statement generation, simplified workflows, and mobile access for internal users and partners — improving data security and efficiency.
Quoting Processes with Salesforce CPQ Enhancements
Platforms: Sales Cloud, CPQ
Industry: Technology
Country: USA
Discover how TrueSolv optimized the quoting process by implementing Salesforce Lightning components and custom Apex logic, reducing errors, improving pricing consistency, and enabling faster deal closures for the client’s sales team.
Enhancing Knowledge Access & Collaboration with a Custom Slack Bot for Salesforce-based KMS
Platforms: Salesforce, Slack
Industry: Technology
Country: USA
Discover how TrueSolv integrated a Salesforce-based Knowledge Management System with Slack through a custom bot and admin interface — enabling fast article search, real-time updates, and simple admin control to boost productivity.
Advancing BNPL Operations with Salesforce Automation and Integration
Platforms: Sales Cloud, Experience Cloud, Marketing Cloud
Industry: Finance
Country: United Arab Emirates
Discover how TrueSolv helped a BNPL provider sync merchant data, automate rates and payments, ensure compliance, and deliver dashboards for insights and stronger relationships.
Streamlining Subscriptions and Payments with Salesforce Experience Cloud
Platforms: Sales Cloud, Experience Cloud
Industry: Finance
Country: USA
See how TrueSolv’s Experience Cloud solution streamlined subscriptions, payments, and engagement — integrating Stripe and Google Analytics, and adding a guest portal to boost onboarding and growth.
Unifying Legal Data Management with Salesforce Integration
Platforms: Sales Cloud
Industry: Legal
Country: USA
Discover how TrueSolv optimized legal workflows for DocketWise and Pintas & Mullins with a bi-directional Salesforce integration — enabling instant data sync, automated alerts, enhanced security, and actionable insights.
Enhancing Quote Management with Salesforce Automation
Platforms: Sales Cloud, Experience Cloud
Industry: Technology
Country: USA
See how we transformed Quote management in Salesforce with a custom table wizard — enabling quick edits, instant updates, and version-controlled PDFs to boost accuracy and speed deals.
Transforming Healthcare Operations with a Customized Salesforce Solution
Platforms: Service Cloud, Experience Cloud, CPQ
Industry: Healthcare
Region: Europe
Discover how Truesolv successfully streamlined appointment scheduling, billing, patient records, and secure nurse access in Salesforce, greatly improving efficiency, accuracy, and patient care.
AI-Powered Email Helper for Salesforce Sales Agents
Platforms: Service Cloud, Sales Cloud
Industry: Education
Region: USA
Discover how Truesolv helped a leading EdTech company boost sales productivity and engagement with an AI-powered Salesforce email assistant that summarizes threads, generates replies, and provides a user-friendly interface.
Streamlining Financial Services Intake and Advisory with Salesforce FSC
Platforms: Financial Services Cloud
Industry: Finance
Region: USA
See how we unified client data and automated intake, enrichment, and compliance for a U.S. financial firm using Salesforce Financial Services Cloud, enabling consolidated views, faster onboarding, optimized leads, and full regulatory compliance.
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