Case Studies
Case Study Building the Org Health Scorecard: A CRM Infusion Internal Tool A native Salesforce diagnostic platform that delivers a complete, scored org health assessment across five metadata categories — in under 30 seconds, replacing 2–3 hours of manual Setup…
Read MoreCase Study Turning Salesforce Flows Into Plain-English Documentation — Automatically A native Lightning App Page tab that inventories every Flow in the org, generates structured plain-English documentation via AI, and exports it to PDF — in seconds, with zero manual…
Read MoreCase Study A Live Deal Health Score Built Natively on the Salesforce Opportunity Object A 0-to-100 composite score across six Salesforce-native factors — calculated automatically, surfaced on every Opportunity record, requiring zero manual input. ~3 hrs Recovered per repper week…
Read MoreCase Study How CRM Infusion Moved Twice as Fast in Salesforce An AI-native MCP server that puts your entire Salesforce org one conversation away — no Lightning UI required. 2x+ Faster on coreSalesforce workflows 95%+ Pipeline reviewtime reduction 13 Purpose-builtSalesforce…
Read MoreCase Study Taming Complex Business Onboarding in Salesforce Guardrails, clean data, and a guided experience advisors actually trust — replacing an open-ended manual process with a single Screen Flow that makes it hard to do the wrong thing. 30–50% Expected…
Read MoreCase Study Eliminating 180+ Hours of Manual Work — Every Single Month How CRM Infusion replaced a high-touch, error-prone onboarding email process with a fully automated, self-healing Salesforce Flow system — handling 1,100+ customer communications monthly with zero manual drafting.…
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