Case Studies

Customer Success Stories

Marketing Cloud Configuration

The Client is a premier US university specializing in Nursing education. Client uses Salesforce Sales and Marketing Cloud solutions for providing a personalized experience for the prospective students visiting their website and social channels and keeping them engaged through their ‘Journey’.

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Salesforce CPQ and Billing Solution

The Client is a major player in the Solar Energy Sector having its operations spread all over the world. Client uses Salesforce Sales cloud for managing new Leads, Accounts, Contacts and Opportunities as a CRM solution and is now using Steelbrick as complete quote to cash solution.

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Implemented Salesforce Sales Cloud for a media company

The client is a San Francisco based Event Management company. It selected Salesforce to manage its sales process. The company hired Mirketa to configure and customize the Salesforce Sales Cloud.

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Rollout Salesforce Application Development Practices at a Network Security Company

The client is a publicly traded network Security product company. It uses Salesforce Sales and Service Cloud. The client has multiple teams working on different custom application development and integration. Without standard planning, development and release practices, teams have quality and code management/deployment issues.

Learn more and integration for a pre-IPO company

The client is a pre-IPO healthcare CRM product company. It uses Salesforce Sales Cloud for sales and for service. The company decided to integrate the two systems so that both the Sales and Services folks can view complete information while working with the clients.

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Developed a Patient Care App that connects providers and patients

The client is an ISV (independent software vendor) providing services to the Health Care Payers in the US. To enhance their value proposition, the client planned to build a cloud based Patient CRM system and a Patient Portal that connects patients and physicians through the platform.

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Clean-up Salesforce Data and Setup Data Management Practices

The client is a pre-IPO healthcare CRM product company. It uses Salesforce Sales Cloud. The client’s customers have multi-layer organizational hierarchy which resulted into duplicated contacts across hierarchy. The Contacts data management practices emerged organically leading to dirty/incomplete data.

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Developed Goal Planning & Investment Risk Simulations on

The client is a small Wealth Management firm that uses Salesforce. It decided to implement basic risk assessment and goal planning function on Salesforce.

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Integrate with Eventbrite, Survey Gizmo and automate end to end processes

The client is a non-profit organization that envisions to create prosperity among the local communities by connecting local businesses and driving investments into local businesses.

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Automated the Data Integration Solution for a Large US Bank

The client is one of the largest banks in the US. The client uses Salesforce for managing its Wealth Management process. The Salesforce data is integrated with other bank systems through manual downloads and file transfers.

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Developed a Salesforce wealth management app

Mirketa offers personal finance management products to the US consumers. To increase the product reach it has converted the legacy J2EE platform into a multi-tenant cloud based wealth management platform that can be plugged in from Salesforce ecosystem used by Wealth Managers.

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Salesforce Connector/Adapter for a SaaS product

The client is a provider of the learning management solutions. Their product is a SaaS solution that is used by their client for internal users and external users. Most clients use Salseforce so a seamless integration with Salesforce will help their clients maintain user and accounts, and use their LMS system from within Salesforce.

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