Success Stories

“SMI was a tremendous help towards us automating a massive pain point in our Sales cycle. SMI’s assistance made implementing CPQ simple and efficient – we were able to get running with the tool in a shorter time than expected.”

– Brandon Azuoma, IT Project Manager of GovInvest

Configuring Financial Services Cloud for Wealth Management

Unifying and Automating Processes with Experience Cloud

From Google Sheets to Experience Cloud

Continuing an Unfinished Salesforce Journey

Monetizing Trailhead with a Trading Education Platform

Rapidly Scaling a Sales Team in Fintech

Quote-to-Cash: From Excel to CPQ

Capturing Better Data + Integrating Docusign on Salesforce

Building an E-Commerce Platform for Medical Supply

Doubling the Case Load Handled with Sales and Experience Cloud

Developing an Augmented Intelligence App for Project Management

Streamlining the Employee Experience for Wealth Advisors

Uniting the Customer Service Flow for Flight Crews

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