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Our Customer Success Stories

Contact Us For Your Success Story 
Real projects. Real outcomes. Built for adoption.

When clients come to Saasinct, they usually need more than a technical fix. They need Salesforce to work the way their business actually works - with cleaner processes, better visibility, stronger adoption, and a path forward that supports long-term growth.

Our customer success stories show what happens when implementation, optimization, and support are done with clarity and intention. From faster launches and cleaner data to stronger reporting and smoother operations, we help teams turn Salesforce into a system they can trust and use every day.

❋ Faster go-lives with less confusion and less rework
❋ Cleaner data and reporting teams can actually rely on
❋ Stronger adoption across sales, service, and operations
❋ More visibility into workflows, pipeline, and performance

Unifying Investor Engagement with Integrated Salesforce Solutions

CHALLENGE

Kimmeridge set out to enhance its Investor Relations capabilities with a new platform. As the firm scaled, they needed better visibility into investor engagement, more efficient workflows, and a centralized view of relationship data. Partnering with Saasinct, Kimmeridge implemented Salesforce to transform how their team collaborates, prepares for meetings, and proactively manages investor relationships.

SOLUTION

  • Implemented Salesforce Sales Cloud, with key integrations including Preqin, Marketing Cloud Account Engagement, Zoom Webinars

  • Developed custom reports and dashboards to monitor performance and uncover business insights

  • Automated critical workflows and created reusable templates to drive consistency and efficiency with meeting preparation, and management presentations

  • Integrated Salesforce Maps to optimize roadshows

RESULTS

  • Consolidated tech stack for a unified, end-to-end investment management experience.

  • Centralized investor intelligence and streamlined data access for proactive engagement.

  • Enhanced team collaboration and improved meeting outcomes through embedded tools.

  • Accelerated pipeline visibility and decision-making with real-time data and reporting.

TOOLS IMPLEMENTED

❋ Sales Cloud  ❋ Marketing Cloud ❋ Salesforce Maps ❋ Tableau ❋ Preqin

Kimmeridge is an alternative asset manager focused exclusively in the energy sector. They are committed to its core values of integrity, innovation, and teamwork to deliver best-in-class performance.

Vertical: Wealth & Asset Management

Sub Vertical: Private Equity

Optimizing Meeting Preparation with Agentforce

IDEAL CUSTOMER USE CASE

Private equity firms that rely on frequent investor and portfolio company meetings often struggle to consolidate key relationship details before every call. Saasinct deployed this Agentforce solution as a proof of concept to address a universal challenge of Investor Relations and deal teams: easy access to actionable insights without combing through CRM records, emails, call notes and documents, websites, and news outlets. This use case applies broadly to any firm where meeting preparation depends on data that is fragmented.

CHALLENGE

Teams spend significant time preparing for meetings because critical information is scattered across systems and not easily accessible. Extracting data from Salesforce for external analysis introduces security and compliance risks, and manual preparation consumes valuable time and resources. These inefficiencies translate into lost opportunities — millions in missed follow-ups, slower deal cycles, and inconsistent meeting outcomes.

CUSTOMER VALUE

The proof of concept demonstrated how Agentforce could transform meeting preparation by generating AI-driven briefings directly within Salesforce. Instead of manually gathering notes and data, users received synthesized summaries highlighting recent interactions, relationship insights, open opportunities, and relevant external updates. Results were delivered through Slack and email, while documents were automatically scanned for new insights. The exercise validated that automating this process could reduce preparation time dramatically, improve meeting quality, and provide leadership with a scalable model for institutionalizing relationship intelligence across the firm.

TOOLS IMPLEMENTED

❋ Agentforce  ❋  Slack

Saasinct is a Salesforce implementation partner with a goal to empower financial services companies and nonprofits to become tech savvy. Saasinct provides customers with a combination of consulting and education, illustrating all that the customer’s new technology stack can be.

Streamlining Global Real Estate Investment with Salesforce

CHALLENGE

Aetos was using Outlook, Excel, and Preqin to track their customers and related activities. They wanted to improve their efficiency and gain access to more timely and accurate information. They hoped to bring together business processes in a single system that could track customers, strategic partners, activities, and opportunities.

SOLUTION

Saasinct configured Aetos’ Salesforce org, designed their security model, created user profiles, and set up their users in Salesforce. Saasinct also customized Salesforce to align with Aetos’ business processes for tracking investors, partners, and deals then added custom objects and fields to track funds and entity relationships. Additionally, we scrubbed their original data to allow for a clean import of accounts, contacts, and activity history in Salesforce. Lastly, we implemented data quality controls, migrated their data, and configured Inbox to allow integration with records in Salesforce.

RESULTS

  • Centralized and secure platform to manage relationships and deals while improving data accuracy and completeness

  • Simple, unified, and accessible user interface with integration between

  • Salesforce and Office365 to promote collaboration and time efficiency

  • Complete 360-degree view of clients, partners, activities, and business development pipeline

  • Less time spent on information searching and more time focused on relationship building and fund-raising

TOOLS IMPLEMENTED

❋ Sales Cloud  ❋ Office 365 ❋ Preqin

Aetos Capital is an independent investment firm specializing in real estate investment with extensive experience in individual resource and equity purchases, privatization of listed real estate companies, acquisitions of distressed debt, and investments in development projects

Industry: REIT

Sub-Vertical: Wealth & Asset Management

Modernizing Proxy Solicitation for Improved Efficiency Propels Success

CHALLENGE

Innisfree set out to enhance their call center capabilities to better meet the dynamic demands of proxy solicitations, specifically regarding scalability, adaptability, and operational efficiency. They wanted optimization for peak demand and cost efficiency, process modernization and knowledge preservation, enhanced data management, and call coordination.

SOLUTION

Saasinct worked to build a solution that would modernize Innisfree’s shareholder engagement platform, enhance efficiency, and position the firm to scale. To achieve this, Saasinct focused on building a cohesive communication platform, flexible conversation flows, enhanced data management and automation, and expanded outreach capacity.

RESULTS

  • Preserved institutional knowledge with sophisticated operational workflows and business knowledge embedded into their system

  • Increased operational efficiency due to fewer manual tasks and faster campaign launches

  • Scalable, high-performance environment with a platform that adapts to volume spikes and consistently supports large scale campaigns

  • Centralized data management across systems, ensuring accurate, real-time information is captured

  • Improved shareholder experience through a modernized platform that incorporates tools such as Do-Not-Call lists and merging duplicates to enable more targeted outreach

TOOLS IMPLEMENTED

❋ Agentforce  ❋  Five9 ❋ Azure

Innisfree M&A Incorporated is a premier shareholder engagement firm providing strategic advice, proxy solicitation, and shareholder intelligence to corporations and investors. Innisfree reigns as an industry leader, winning numerous accolades and providing services for top proxy contests.

Industry: Proxy Advisor

Sub-Vertical: General FinServ

Streamlining Global Real Estate Investment with Salesforce

CHALLENGE

APA’s account onboarding process was fragmented, manual, and time-consuming, leading to inefficiencies and delays in client service. The lack of standardized workflows and limited collaboration between cross-functional teams caused poor visibility into onboarding progress, slow execution, and accounts occasionally falling through the cracks.

SOLUTION

  • Saasinct leveraged APA’s existing Salesforce Financial Services Cloud licenses to transform their onboarding workflow including Action Plan Templates to guide onboarding tasks and monitor completion.

  • Deployed Slack across teams to enhance real-time collaboration.

  • Designed custom email templates and Slack workflows for seamless communication.

  • Replaced external spreadsheets with Salesforce dashboards for end-to-end progress tracking.

  • Provided end-user onboarding and training to ensure adoption across departments.

RESULTS

  • Decreased new account onboarding time from 3 days to ≤2 days.

  • Successfully onboarded 900+ accounts starting March 2024 with scalable automation.

TOOLS IMPLEMENTED

❋ Financial Services Cloud  ❋ Slack

Asset Preservation Advisors (APA) is a boutique municipal bond investment management firm founded in 1989. The firm specializes in managing high-quality tax-exempt and taxable municipal bond portfolios for registered investment advisors, family wealth offices, and institutional clients. With a reputation for exceptional customer service and a personalized approach, APA focuses on preserving and growing client wealth through disciplined investment strategies.

Industry: Portfolio Management

Sub-Vertical: Wealth & Asset Management

From Complexity to Clarity: Deerpath Capital’s 60-Day Salesforce Transformation

CHALLENGE

Deerpath was running both Salesforce and InvestorFlow - two overlapping systems that created redundancy, higher costs, and underused functionality. With InvestorFlow’s renewal approaching and subscription costs rising, the firm saw an opportunity to consolidate operations fully on a single Salesforce solution. Their goal: maintain key capabilities such as deal pipeline visibility, Outlook sync, and meeting note tracking, without disruption or data loss.

SOLUTION

  • Conducted a Phase 0 Discovery to assess InvestorFlow usage and define a clear migration strategy.

  • Designed a data continuity and migration roadmap to safeguard critical information.

  • Completed Phase 1 Migration to Salesforce within 60 days.

  • Integrated Einstein Activity Capture for seamless Outlook sync to Salesforce.

  • Upgraded Salesforce architecture to support scalability and future innovation.

  • Transitioned Deerpath into Phase 2 Managed Services for continuous optimization.

RESULTS

  • 60-Day Go-Live: Migration completed before InvestorFlow renewal deadline

  • Reduced Costs: Eliminated InvestorFlow licensing fees

  • Higher Efficiency: Consolidated tech stack on Salesforce

  • Zero Downtime: Phase 0 discovery ensured a smooth transition

TOOLS IMPLEMENTED

❋ Private Equity Accelerator ❋  Sales Cloud ❋ Marketing Cloud ❋ Einstein Activity Capture ❋ Preqin

Deerpath Capital is a leading private credit manager focused on senior debt financing for middle-market companies. Known for disciplined underwriting and long-term partnerships, Deerpath provides customized lending solutions that balance flexibility with consistency. The firm wanted to simplify its technology ecosystem, reduce ongoing platform costs, and give its team greater control over managing and customizing Salesforce internally.

Industry: Alternative Lending

Sub-Vertical: Lending

From Spreadsheets to the Cloud

CHALLENGE

Despite being a company that offers technology products to its customers to help them achieve financial wellness, FinFit had not yet invested in a technology solution that supported their internal marketing and sales processes. Relying on manual spreadsheets and reference data spread across multiple systems, FinFit had to manually consolidate information to make strategic, data-based decisions impacting the organization’s revenue forecast and growth.

SOLUTION

FinFit partnered with Saasinct to overhaul and modernize their marketing and sales operations.. The primary focus was moving their team off of spreadsheets and into Salesforce for real-time data and collaboration. FinFit desperately needed a system that served as a one-source of truth that several teams could access and rely upon as they worked leads and opportunities in order to drive revenue growth.

RESULTS

  • Streamlined lead-to-sales processes that resulted in a significant reduction in manual effort

  • Increased lead conversations and customer engagement through automated email journeys and personalized interactions

  • Centralized hub for collaboration and information sharing

  • Real-time dashboards that provide unparalleled visibility into performance metrics

TOOLS IMPLEMENTED

❋ Sales Cloud  ❋ Marketing Cloud

FinFit, a leading financial fitness platform, founded in 2008, empowers organizations to enhance the financial well-being of their employees. With a mission to transform lives through access to comprehensive financial solutions, FinFit provides tools and resources that enable individuals to achieve their financial goals, build financial stability, and reduce financial stress.

Industry: FinTech

Sub-Vertical: FinTech

Cedar Empowers Customers with Community Bringing Knowledge to Users

CHALLENGE

Cedar’s Learning Management System (LMS) and printed manuals were not meeting their customers’ needs. As a result, many unnecessary support tickets were being created that required increasing levels of staff engagement as Cedar’s customer base grew.

SOLUTION

Saasinct extended Cedar’s Salesforce environment with a tailored Customer Community, including an integrated Knowledge Base that contains all of Cedar’s help articles, release notes, and educational materials.

RESULTS

  • Secure access to a comprehensive Knowledge Base that can help users find answers quickly using keyword searches

  • Informative dashboards and insights that provide valuable information about customer interactions

  • Custom email templates, colors, fonts, and logos, that match brand guidelines

TOOLS IMPLEMENTED

❋  Service Cloud ❋ Community Cloud ❋ Knowledge

Cedar was founded in 2016 to improve the financial results of medical service providers looking to improve the timeliness of patient payments. Cedar combined platform expertise from the worlds of healthcare, technology, and design to create a seamless financial experience that healthcare providers could deliver to their patients.

Industry: FinTech

Sub-Vertical: FinTech

Gordon Brothers Unifies Division Sales

CHALLENGE

Gordon Brothers’ lack of operational efficiencies on the front-end of their business was having adverse financial and growth impacts due to a lack of a centralized customer repository, different siloed and simplistic CRM solutions, inconsistent sales processes, limited ability to nurture the referral base, and limiting reporting for sales management.

SOLUTION

  • Unified sales processes across divisions using FSC

  • A custom solution was created to sync Salesforce with Outlook

  • Marketing Cloud Connect was integrated with FSC

  • User adoption prioritization

  • Assist in recruiting and hiring a full-time Salesforce Administrator

RESULTS

  • Strong and growing user adoption with positive feedback

  • Simplified user interface that is also more intuitive and accessible

  • 360-degree view of clients, partners, activities, and business development pipeline

  • Less time spent searching for critical information and more time spent building relationships and capturing new cross-selling opportunities

TOOLS IMPLEMENTED

❋ Financial Services Cloud  ❋ Marketing Cloud ❋ Trailhead  ❋ Lightning

Gordon Brothers is a global advisory, restructuring and investment firm founded in 1903. The firm is headquartered in Boston, Massachusetts with over 30 offices across five continents. Gordon Brothers customers include lenders, operating executives, advisors and investors, where they provide expertise, operation experience and/or capital with services in valuations, dispositions, operations and investments.

Industry: Capital Markets

Sub-Vertical: Wealth & Asset Management

Why these stories matter

Every engagement is different, but the pattern is consistent: when Salesforce is aligned to real workflows, supported by clear communication, and built for adoption, clients get more value from the platform and more confidence in what comes next.