Real Clients.
Real Results.
Explore how we’ve helped organisations across financial services, healthcare, manufacturing, utilities, and more transform their operations with Salesforce, AI, and digital technology.
Our most impactful
transformation story
How Zetagas Utilities Transformed Field Operations and Cut Customer Complaints by 55%
A regional water utility managing 400+ field technicians across a vast geographic area was running on spreadsheets and phone calls. Dispatch was manual, customers had zero visibility into service appointments, and complaint volumes were rising every quarter. We deployed Salesforce Field Service Lightning, a customer Experience Cloud portal, and real-time IoT asset integration — in 6 months.
400+ technicians managed by spreadsheet. Manual scheduling causing 3-hour average dispatch windows. Customers calling in repeatedly for job updates with no self-service option. First-time fix rate under 65% due to wrong parts being dispatched.
Salesforce FSL with intelligent skills-based scheduling, a mobile app for field technicians with offline capability, a branded customer self-service portal for real-time job tracking, and bidirectional IoT sensor integration that auto-creates work orders on asset fault detection.
Wealth Management Firm Grows AUM by 22% with Salesforce FSC & Agentforce
A 120-adviser wealth management firm running four disconnected systems had no unified client view, manual KYC taking 3 weeks, and cross-sell opportunities being missed daily. We deployed Salesforce Financial Services Cloud with Agentforce AI, life event automation, and a branded client portal integrated with their portfolio management system.
Regional Hospital Network Reduces Readmissions by 28% with Salesforce Health Cloud
A 12-facility hospital network with fragmented patient data, inconsistent post-discharge follow-up, and rising 30-day readmission rates. We deployed Health Cloud with AI-powered readmission risk scoring, automated discharge care programmes, and Epic EHR integration via HL7 FHIR — giving care teams a complete patient view for the first time.
Global Equipment Manufacturer Connects 200+ Dealers on Salesforce Manufacturing Cloud
A global industrial equipment maker had 200+ dealers on three continents using spreadsheets. No shared inventory visibility, 18-day warranty resolution, and forecast accuracy below 50%. We deployed Manufacturing Cloud, a dealer Experience Cloud portal, Salesforce CPQ, and SAP ERP integration — transforming a disconnected channel into a high-performing network.
B2B SaaS Company Grows Pipeline 65% with Sales Cloud & Agentforce SDR
45 sales reps, no CRM, spreadsheet forecasts, and an SDR team manually qualifying every inbound lead. Forecast accuracy was 48% and reps spent 3+ hours daily on admin. We deployed Sales Cloud, CPQ, Einstein AI, and Agentforce SDR for website lead qualification — all live in 10 weeks.
Telecom Provider Cuts Handle Time by 38% with Service Cloud & Agentforce AI
15,000+ cases per month across 6 disconnected systems. Average handle time of 12 minutes, falling CSAT, and agents burning out. We deployed Service Cloud with omnichannel routing, Agentforce AI for tier-1 query resolution, Einstein Article Recommendations, a customer self-service portal, and CTI integration with their Genesys telephony platform.
SaaS Company Cuts Release Cycle from 3 Weeks to 4 Hours with CI/CD Overhaul
Manual deployments every 3 weeks, 4 engineers per release, frequent outages, and 40% of engineering time spent on deployment issues. We redesigned their branching strategy, built a GitHub Actions CI/CD pipeline, containerised their application stack on AWS EKS with Kubernetes, and implemented Datadog observability — in just 8 weeks.
Financial Group Consolidates 5 Systems into 1 Platform and Cuts Onboarding from 3 Weeks to 3 Days
Wealth management, compliance, document management, marketing, and CRM all running separately. Advisers switching between 5 platforms, client onboarding taking 3 weeks, and no data connecting it all. A 14-month full transformation: Salesforce FSC, Marketing Cloud, Experience Cloud, Agentforce AI, and a custom core banking API integration layer.
Retail Brand Increases Email Revenue by 48% with Marketing Cloud Personalisation
2 million email subscribers, 18% open rates, and a generic weekly newsletter strategy that was losing ground every quarter. We redesigned the entire email programme — behavioural journey triggers, Einstein Send Time Optimisation, dynamic product recommendations from purchase history, and a post-purchase lifecycle series that turned one-time buyers into repeat customers.
B2B Services Firm Doubles Lead Conversion After Implementing Zoho One
A 60-person professional services company managing their entire business on spreadsheets and email. No pipeline visibility, leads falling through the cracks, and zero data for management decisions. We implemented Zoho One — CRM, Desk, Campaigns, and Books — connected into a single view of every client relationship, in just 6 weeks.
These are a selection of our work. We have delivered 50+ projects across industries.
Discuss Your Project With Us →The words that matter
most to us
Optimumvalue didn’t just implement Salesforce — they took the time to understand how our advisers actually work and built a platform that genuinely improved our day-to-day. The AUM growth speaks for itself, but the adoption rate is what really surprised us.
We’ve worked with other Salesforce partners before. The difference with Optimumvalue is that they pushed back on our assumptions, challenged our scope when it was wrong, and delivered something better than we asked for. That’s rare.
Our engineering team went from dreading release days to deploying 10x more often — without a single major incident in the first 6 months after go-live. The DevOps work Optimumvalue did completely transformed our confidence as an engineering organisation.
Deep experience across
every sector we work in
Your transformation story
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Every case study on this page started with one conversation. Tell us your challenge — we’ll tell you honestly what’s possible, what it will take, and whether we’re the right partner for it.