Salesforce Case Studies


Take a look at our few case studies to see exactly how we helped businesses like yours achieve their goals.

We can tell you about our incredible consultants, our focus on relationships, and what you can expect when you work with ClifyX, but showing you is even better.


A multi-org Salesforce environment created a security gap as there was no way to proactively monitor for potential security breaches across all systems of record.

As a further complication, the business struggled with Salesforce’s limits related to two key data points. Retention periods for login history are too short to provide meaningful trends. Query timeouts are frequent when attempting to access event history.


No lead routing or opportunity management. No Follow ups on leads and opportunity. No business automation.

Unable to Manage Pricing for products across globe. Data been managed in MS Excel. Create Draft Quotes. Hard to access information while travelling.

No tracking of Sales Reps while meeting with prospects or clients. Analytics were done on MS Excel in the form of Pivot tables, etc.


The implementation of Sales and Marketing Cloud created a single view of the customer and allowed the client to scale their business

Reports and call requests can be made via the
website, and are visible instantly in Salesforce


The customer suffered from poor sales and marketing processes. They faced various issues with data security. The client faced problems with data entry errors due to extensive paperwork.

The manufacturer could not send automated e- mail communications. They lacked a good data analytics system