Wealth Management
Salesforce case studies and client results
Techila Global Services has delivered Salesforce programs for financial services, manufacturing and healthcare companies, and for clients in real estate, education, energy and non-profit. Each case study covers the challenge, the Salesforce products used and the result. Filter by industry, region or Salesforce product to find work like yours.
Techila Global Services is a Salesforce Summit Partner headquartered in Frisco, Texas, founded in 2012. Its case study library holds 110+ Salesforce programs across 10 industries and 7 countries, 28 of them for clients in the United States. Clients include St. James's Place, Accurate Gauging, Inventia Healthcare, Arada, Kolors Healthcare, The Akshaya Patra Foundation and FLAME University. The programs use Sales Cloud, Service Cloud, Field Service, Experience Cloud, Marketing Cloud, MuleSoft, Data 360 (formerly Data Cloud) and Agentforce. Source: Techila case study library, November 2026.
2012
Founded
110+
Salesforce programs in our case study library
28
Programs for US clients
4.82
AppExchange rating, 19 reviews
Sources: Techila case study library, November 2026; Techila Global Services consulting listing, Salesforce AppExchange, read 10 Nov 2026.
US clients include:
Featured
Featured Salesforce case studies
Three Salesforce programs, one for each of our focus industries: a UK wealth manager, a manufacturer and a healthcare company. Each card leads with the result and links to the full case study. For AI agent programs, see the Agentforce case studies.
Manufacturing
Accurate Gauging: +45% technician productivity with Salesforce Field Service.
Read the Accurate Gauging case study
Healthcare
Inventia Healthcare: 20–30% higher lead-to-opportunity conversion with Sales Cloud.
Read the Inventia Healthcare case studyFigures from each published case study.
Case study library
Industry
Region
Salesforce product
Showing all 112 programs
Financial services
St. James's Place
Wealth managementUnited Kingdom
Salesforce products: Marketing Cloud, Sales Cloud, Integration
FCA-compliant adviser marketing
Leading Bank
Banking
Salesforce products: Sales Cloud, Service Cloud, MuleSoft
One customer view across core banking
HDFC Bank
BankingIndia
Salesforce products: Service Cloud, Integration
Case study on request
Madison Funding Partners
LendingUnited States
Salesforce products: Sales Cloud, Experience Cloud, Integration
Case study on request
Locklear Lending (Candid)
LendingUnited States
Salesforce products: Sales Cloud, Experience Cloud, Integration
Eagle Business Credit
LendingUnited States
Salesforce products: Sales Cloud, Experience Cloud
Case study on request
American Direct Funding
LendingUnited States
Salesforce products: Sales Cloud, Account Engagement
Case study on request
CJ Campbell & Associates
InsuranceUnited States
Salesforce products: Sales Cloud
Case study on request
Heimdal Forvaltning
Asset managementNorway
Salesforce products: Sales Cloud, Integration
Case study on request
loanDepot
Financial services
Salesforce products: Sales Cloud
Merchant cash advance lender
Financial services
Salesforce products: Sales Cloud
Manufacturing
Accurate Gauging
Precision engineering
Salesforce products: Sales Cloud, Service Cloud, Field Service, Experience Cloud
+45% technician productivity
Nexeo Plastics
Chemicals distributionUnited States
Salesforce products: Sales Cloud, Service Cloud, Account Engagement, B2B Commerce
Kirloskar
Industrial equipmentIndia
Salesforce products: Sales Cloud, Service Cloud, Field Service
Case study on request
Gal Power System
Power systems
Salesforce products: Sales Cloud, CPQ
90 to 100% fewer spreadsheet estimates
Ever Zinc
ChemicalsUnited States
Salesforce products: Sales Cloud, MuleSoft, Integration
Case study on request
Associated Compressor & Equipment
Industrial equipmentUnited States
Salesforce products: Sales Cloud
Case study on request
Melby Maskin
MachineryNorway
Salesforce products: Sales Cloud, Integration, Field Service
Case study on request
JR Equipment
EquipmentAustralia
Salesforce products: Sales Cloud, Field Service, CPQ
Case study on request
Jay Synth
ChemicalsNorway
Salesforce products: Sales Cloud, Integration
Case study on request
Millennium Semiconductors
ElectronicsIndia
Salesforce products: Sales Cloud
KSH International
IndustrialIndia
Salesforce products: Sales Cloud
Case study on request
Minera Steel & Power
SteelIndia
Salesforce products: Sales Cloud
Case study on request
Wex Technologies
IndustrialIndia
Salesforce products: Sales Cloud, Integration
Case study on request
Kataline
IndustrialIndia
Salesforce products: Sales Cloud
Case study on request
Black Hawk
IndustrialIndia
Salesforce products: Sales Cloud
Case study on request
PNR Impex
IndustrialIndia
Salesforce products: Sales Cloud
Case study on request
MAS Industries
IndustrialIndia
Case study on request
US oilfield rigs and equipment dealer
Manufacturing
Salesforce products: Sales Cloud
Global industrial equipment reseller
Manufacturing
Salesforce products: Sales Cloud
Precision manufacturer
Manufacturing
Salesforce products: Sales Cloud
Healthcare and life sciences
Inventia Healthcare
PharmaceuticalsIndia
Salesforce products: Sales Cloud
20 to 30% higher lead conversion
Kolors Healthcare
Health and wellnessIndia
Salesforce products: Service Cloud, Marketing Cloud
Access To Healthcare
Healthcare servicesUnited States
Salesforce products: Sales Cloud, Integration
American Physician Institute
Medical educationUnited States
Salesforce products: Sales Cloud, Marketing Cloud
Edmund Michaels
HealthcareUnited States
The Rosemary Centre
Healthcare providerAustralia
Salesforce products: Sales Cloud, Service Cloud
Case study on request
Mundi Pharma
Pharmaceuticals
Bey Health Solutions
Diagnostics
DecodeAge
Health and wellness
Healthcare diagnostics provider
Healthcare
Salesforce products: Health Cloud, Salesforce Sites
Technology and software
Otter.ai
SoftwareUnited States
Salesforce products: AppExchange app
Case study on request
ProcessMAP (Ideagen EHS)
SoftwareUnited States
Salesforce products: Sales Cloud, MuleSoft, Integration
Case study on request
Ikon Science
SoftwareUnited States
Salesforce products: Sales Cloud, Integration
Case study on request
Anabon Security
SecurityUnited States
Salesforce products: Sales Cloud, Service Cloud, Marketing Cloud
Case study on request
EchoVision (Briefing Source)
SoftwareUnited States
Salesforce products: AppExchange app
Case study on request
ZeroBounce
SoftwareUnited States
Salesforce products: Integration, AppExchange app
Case study on request
DVI Asia
TechnologySingapore
Salesforce products: Revenue Cloud, Field Service, Integration
Case study on request
Appointiv
SoftwareAustralia
Salesforce products: AppExchange app
Case study on request
Connectivity IT Solutions (COSOL)
IT servicesIndia
Salesforce products: Sales Cloud, Integration
Case study on request
Armakuni
Cloud engineeringUnited Kingdom
Salesforce products: Agentforce, Service Cloud
AI agent resolves technical FAQs
Locobuzz
SoftwareIndia
US digital analytics consultancy
Technology and software
Salesforce products: Sales Cloud, Service Cloud
US automotive parts technology platform
Technology and software
Salesforce products: Sales Cloud, Service Cloud
Retail and consumer goods
Winebow
Wine and spiritsUnited States
Salesforce products: Integration, B2B Commerce
WD Electronics
ElectronicsUnited States
Salesforce products: B2B Commerce
Naturopathica
BeautyUnited States
Salesforce products: B2B Commerce
Motion Plus
ElectronicsUnited States
Salesforce products: Sales Cloud
Rath
Consumer goodsUnited States
Salesforce products: Sales Cloud, B2B Commerce
Plantasjen
Garden retailNorway
Salesforce products: Integration, B2B Commerce
Case study on request
Ark Swimwear
ApparelAustralia
Salesforce products: Sales Cloud, Service Cloud, Integration
Esther & Co
RetailAustralia
Salesforce products: Marketing Cloud
Case study on request
The Leather Doctor
Retail servicesAustralia
Salesforce products: Sales Cloud
Case study on request
El Jannah
RestaurantsAustralia
Salesforce products: Sales Cloud
Case study on request
SimConnect
Consumer goodsAustralia
Salesforce products: Consumer Goods Cloud
Case study on request
Send Group
RetailSingapore
Salesforce products: Service Cloud, Marketing Cloud, Agentforce, Data Cloud
Case study on request
Only Aesthetics
BeautySingapore
Salesforce products: Marketing Cloud
Case study on request
MC Packaging
PackagingSingapore
Salesforce products: Sales Cloud
Case study on request
Frido (Arcatron Mobility)
Consumer goodsIndia
Salesforce products: Sales Cloud, Integration
mCaffeine
BeautyIndia
Salesforce products: Service Cloud
Lyca
Consumer goodsIndia
Salesforce products: Consumer Goods Cloud
Case study on request
Sonarys Co-Brands Pvt Ltd
WineIndia
Energy and utilities
Becquer Energy
Solar
Salesforce products: Service Cloud
30 to 40% faster response
DNV
Assurance and solar servicesNorway
Salesforce products: Field Service
25 to 35% higher engineer utilization
nrg Clean Power
Home electrificationUnited States
Salesforce products: Sales Cloud
NES
EnergyNorway
Salesforce products: Sales Cloud, Experience Cloud
Case study on request
Real estate and construction
Arada
Real estate developmentUAE
The Professionals
Real estateAustralia
Salesforce products: Sales Cloud, Experience Cloud
Case study on request
Kilmore Group
Real estateAustralia
Salesforce products: Sales Cloud, Marketing Cloud
Case study on request
Raywell Studio
Real estateIndia
Salesforce products: Sales Cloud
Case study on request
LTM Corporation
ConstructionSingapore
Salesforce products: Sales Cloud, Integration
Case study on request
Floor Xpert
ConstructionSingapore
Salesforce products: Sales Cloud
Case study on request
Metro Hail
ConstructionAustralia
Salesforce products: Sales Cloud, Field Service
Case study on request
Earth Track Group
ConstructionAustralia
Salesforce products: Service Cloud, Marketing Cloud
Case study on request
Education and nonprofit
FLAME University
Higher educationIndia
Salesforce products: Sales Cloud, Experience Cloud
Experience Cloud portal
Ashoka University
Higher educationIndia
Case study on request
Online Courses Australia
Online educationAustralia
Salesforce products: Marketing Cloud
Case study on request
TSPP
EducationSingapore
Salesforce products: Sales Cloud
Case study on request
The Akshaya Patra Foundation
NonprofitUnited States
Salesforce products: Nonprofit Cloud
CII Young Indians
NonprofitIndia
Salesforce products: Sales Cloud, Integration
Case study on request
Indian Cancer Society
NonprofitIndia
Salesforce products: Nonprofit Cloud
Case study on request
Education company
Education
Salesforce products: Salesforce CPQ, Sales Cloud
Travel, hospitality and media
Extreme Reach
Media and advertisingUnited States
Salesforce products: Sales Cloud, Integration
Case study on request
Clear Channel
Media and advertisingSingapore
Salesforce products: Media Cloud
Case study on request
Seattle Aviation Services (SAS)
Aviation partsUnited States
Salesforce products: Integration, B2B Commerce
Castello di Amorosa
HospitalityUnited States
Salesforce products: Marketing Cloud
Case study on request
StayPineapple
HospitalityUnited States
Salesforce products: Marketing Cloud, Sales Cloud
World Surfaris
TravelAustralia
Salesforce products: Sales Cloud
Case study on request
Yonda
TravelAustralia
Salesforce products: Sales Cloud, Marketing Cloud, Integration
Case study on request
The Tailor
TravelAustralia
Salesforce products: Sales Cloud, Marketing Cloud, Integration
Case study on request
Professional services and staffing
TASC Outsourcing
StaffingUAE
Salesforce products: Sales Cloud, Agentforce, Tableau, Integration
Red Smoke Alarms
Field servicesAustralia
Salesforce products: Service Cloud, Field Service
Case study on request
Matt Fiddes
Franchise servicesAustralia
Salesforce products: Sales Cloud, Integration
Case study on request
Spectapular Enterprises
ServicesAustralia
Salesforce products: Sales Cloud, Experience Cloud
Case study on request
Revo Fitness
FitnessAustralia
Salesforce products: Service Cloud, Marketing Cloud
Case study on request
BodyFit
FitnessAustralia
Salesforce products: Sales Cloud
Case study on request
Bundilla Pest Control
Field servicesAustralia
Case study on request
Other case studies
Arada
Education
Salesforce products: Sales Cloud, Experience Cloud
Its a checkmate
IGT
Australian postal and logistics enterprise
Salesforce products: Field Service, Service Cloud
Read the Australian postal and logistics enterprise case study
Logistics and supply-chain enterprise
Salesforce products: Sales Cloud
Source: Techila case study library, November 2026.
FAQ
Frequently asked questions.
Questions buyers ask after reading these case studies: coverage, timelines, verification and how to start a similar program.
Techila's case study library covers 110+ Salesforce programs in 10 industries and 7 countries, 28 of them for US clients (Techila case study library, November 2026). The largest groups are retail and consumer goods, manufacturing, technology, financial services, and healthcare and life sciences. Clients include St. James's Place, Arada, Kolors Healthcare, The Akshaya Patra Foundation, FLAME University and StayPineapple.
Most of these programs use Sales Cloud, Service Cloud, Field Service, Experience Cloud, Marketing Cloud and MuleSoft. Recent programs for enterprise clients add Data 360 (formerly Data Cloud), Agentforce and Salesforce CPQ.
Most programs in these case studies take 8 to 20 weeks per phase. The timeline depends mainly on how many systems need to be integrated and how complex the data is. Reusable accelerators and delivery led by experienced Salesforce architects shorten the build compared with starting from scratch.
Yes. Techila can arrange reference calls with most clients featured in these case studies, subject to each client's NDA and availability. Request an introduction through the contact page.
Yes. The patterns in these case studies (automated dispatch, omnichannel commerce, advisor enablement and member self-service) are repeatable. Every engagement starts with a fit assessment that shows which pattern applies and where the gaps are.
In the contact form, describe your business, how you use Salesforce today and the result you want. A Techila practice lead reviews the brief within 1 business day and suggests a discovery session.
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