Cube84 Logo
Logo
  • Services
    • Strategy and Governance
    • Salesforce Audits
    • Development
    • On-Demand Talent Hire
    • Managed Services
    • Implementation
    • Data Migration
    • Integration
    • Quickstart
    Logo
    Preview

    87% Faster Reporting and Smarter Donor Engagement

    action
  • Product Expertise
    • Sales Cloud
    • Service Cloud
    • Experience Cloud
    • Nonprofit Cloud (NPC + NPSP)
    • Marketing Cloud
    • Revenue Cloud (CPQ)
    • Data Cloud
    • Agentforce 360
    • Tableau
    • MuleSoft
    Logo
    Preview

    Clean data, faster cycles, and smarter automation

    action
  • Industries
    • Nonprofit
    • Homelessness and Housing
    • Higher Education
    • Financial Services
    • Manufacturing
    • High Tech
    • Professional Services

    Better Reporting & Coordination for Housing Teams with Smart Systems

    Preview

    Solutions for Housing Teams

    action
  • Resources
    • Case Studies
    • Blogs
    logo
    Preview

    87% Faster Reporting and Smarter Donor Engagement

    action
    logo
    Preview

    Built stronger partnerships through centralized data and connected systems

    action
  • About Us
  • Phone Icon
  • Contact Us
Phone Icon

Home

Case Study

Confidential: Staff Augmentation

Case Study

Automate processes and integrate a support team, improving operational efficiency and data accuracy.

Driving seamless approvals, data accuracy, and customer support transformation.

Engagement

Engagement type

Staff Augmentation
Product

Product

Sales Cloud
Industry

Industry

Communications & Media
The client organization equips professionals in government, law, tax, and accounting with essential news, data, and analysis for informed decision-making.

The client organization equips professionals in government, law, tax, and accounting with essential news, data, and analysis for informed decision-making.

Overview
  • Key Challenges: Complex workflows, data issues, and manual approvals.
  • Key Solutions: Automation, real-time sync, and upgraded support tools.
  • Key Results: Faster approvals, accurate data, and better customer service.
ChallengesChallenges
    • Operational Delays: High support ticket volume and admin backlog slowed operations.
    • Complex Development Needs: Custom development and data migration were difficult to manage.
    • Manual Processes: Contract approvals and data fixes were slow and manual.
    • Data Sync Issues: Inconsistent Salesforce-SAP sync caused errors in financial and customer data.
    • Lead Processing Errors: System struggled with bulk lead processing, causing errors.
    • Limited Customer Support: Live Agent lacked key features, limiting service efficiency.
SolutionsSolutions
    • Team Integration: Fully embedded support team within client operations, ensuring consistent, hands-on assistance.
    • Automated Core Processes: Deployed automations for development, data migration, lead management, and contract approvals.
    • Real-Time Data Sync: Implemented tool to automate sync between Salesforce and SAP, ensuring accurate and up-to-date data.
    • Upgraded Customer Service Tools: Replaced Live Agent with Messaging for In App and Web (MIAW), introducing features like real-time chat, file attachments, and transcript downloads to enhance customer interactions.
ImpactImpact
    • Seamless Team Expansion: The team became a core part of operations, delivering consistent assistance.
    • Improved Efficiency: Automation cut manual effort by 30%, reduced errors and accelerated lead management.
    • Faster Approvals: Advanced approvals sped up quote handling and renewals, and improved revenue flow.
    • Accurate Data: Real-time Salesforce-SAP sync ensured error-free financial data and smoother invoicing.
    • Better Customer Experience: MIAW improved response times and communication, enhancing customer satisfaction.

Struggling with Sales Cloud?

Let’s schedule a discussion!
Services
  • Implementation
  • Strategy and Governance
  • Data Migration
  • Development
  • Integration
  • Audits
  • Quickstart
  • On-Demand Talent
  • Managed Services
Product Expertise
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Nonprofit Cloud (NPC + NPSP)
  • Marketing Cloud
  • Revenue Cloud (CPQ)
  • Data Cloud
  • Agentforce 360
  • Tableau
  • Mulesoft
Industries
  • Nonprofit
  • Higher Education
  • Financial Services
  • Manufacturing
  • High Tech
  • Professional Services
Resources
  • Case Studies
  • Blogs
Who We Are
Careers
Connect with us
+1 202-505-1056info@cube84.com
  • Icon
  • Icon
  • Icon
To Our Newsletter
United StatesUnited States
  • Salesforce AppExchange
  • District360
  • Privacy Policy
  • Cookie Settings
  • © 2026 CUBE84

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.