Customer Success
Discover the latest in tech insights and CRM expertise that redefine possibilities and where knowledge meets innovation, empowering you to redefine possibilities in the ever-evolving digital landscape.
Below you’ll find success stories from clients across industries — with more inspiring use cases coming soon
Happy Childhood Foundation partnered with Unitiv to implement Salesforce Nonprofit Cloud, transforming the way the organization manages fundraising, donors, and program delivery. By centralizing data and automating key processes, the foundation gained real-time visibility into donations and impact metrics — improving transparency, increasing recurring contributions, and enabling the team to focus more on creating brighter futures for children.
Grid Real Estate partnered with Unitiv to modernize its sales and leasing operations through Salesforce. By centralizing lead management, property inventory, and deal automation on a single platform, the company gained complete visibility across its retail, commercial, and residential portfolios. The implementation streamlined workflows, reduced manual processes, and empowered brokers with real-time insights — driving faster deal cycles, higher conversion rates, and stronger client relationships.
Magus partnered with Unitiv to implement Salesforce as the agency’s central platform for managing leads, deals, commissions, and property inventory. The new system unified all sales and leasing operations, automated key workflows, and provided real-time visibility into performance and revenue. By connecting data, people, and processes, Magus transformed into a digitally driven agency — closing deals faster, improving accuracy, and scaling operations with confidence.
Yessayan Jewellery partnered with Unitiv under a Salesforce optimization program to elevate its CRM into a fully integrated business platform. The engagement introduced a structured product catalog, clienteling capabilities, ERP and Tax Planet integrations, and advanced analytics — enabling unified visibility across sales, inventory, and finance. With these enhancements, Yessayan transformed Salesforce into a strategic tool that drives personalized customer engagement, operational efficiency, and data-driven decision-making across its boutiques and global operations.
Mlouk Productions partnered with Unitiv to implement Salesforce as the backbone of its business development and project onboarding operations. The new platform centralized lead tracking, client management, and project initiation, giving the agency full visibility from opportunity to delivery. By standardizing workflows and automating handovers, Mlouk Productions improved collaboration, accelerated project kick-off, and established a scalable framework to manage growth across its expanding portfolio of creative and production projects.
Steelouette partnered with Unitiv to implement Salesforce as an end-to-end platform for managing clients, orders, and product catalog. The solution streamlined the entire order lifecycle — from customer inquiry to design and production — giving the team full visibility, improved coordination, and the agility to scale its bespoke manufacturing operations with precision and consistency.
Amis Development partnered with Unitiv to deploy a mobile-first Salesforce platform covering sales, finance, and post-sales operations. The solution unified lead management, inventory, bookings, collections, and post-sales processes — including transfers, terminations, payment links, and document management — giving the developer complete visibility and control from inquiry to handover. Salesforce now serves as Amis Development’s digital backbone, driving operational excellence and data-driven growth.