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CUSTOMER STORIES

Real Clients.
Real Salesforce
Results
.

See how Omnivo helps organizations turn Salesforce challenges into measurable business outcomesfrom streamlined operations and stronger customer experiences to scalable systems built for growth.

Real Clients Real Salesforce Results Dashboard
Salesforce
PARTNER
SINCE 2013
4.9
CSAT Score from Salesforce
(Partner Portal)
Financial Services Cloud Experts
Org Audit & Recovery
Senior Consultants Only
THE NUMBERS BEHIND THE WORK

250% ROI — That's What Our Clients See.

Metroll achieved 250% ROI and $2M in first-year portal revenue. Unison enabled 10x growth. The City of Chicago achieved a reported 90% efficiency improvement.

250%
ROI
$2M
First-Year Portal Revenue
10×
Growth Enablement
90%
Efficiency Improvement

Results shown are based on individual client engagements and are not a guarantee of future results. Outcomes vary by organization, scope, implementation, and circumstances.

THE WORK BEHIND THE NUMBERS

Every Result Starts With A Different Problem.

From manufacturing and financial services to government and consumer businesses, our clients come to us with different challenges. We start by understanding how the business actually works—then build the Salesforce solution around it.

Choose an industry below to explore relevant customer success stories.

MANUFACTURING

From Manual Operations To A 250% ROI Salesforce Engine.

Metroll Partnered With Omnivo To Streamline Manufacturing Operations, Improve Customer Self-Service, And Create A Salesforce-Powered Operating System. The Resulting Experience Cloud Portal Generated $2M In First-Year Revenue, While Automation Helped Save $100K Annually.

FINANCIAL SERVICES

Building The Salesforce Backbone For 10× Growth.

Unison Needed Its Salesforce Environment To Support Rapid Growth And Increasingly Complex Financial-Services Operations. Omnivo Helped Transform Salesforce Into An Operational Backbone Designed Around Its Equity-Origination Workflow.

PUBLIC SECTOR

Modernizing The CRM Behind 311.

The City Of Chicago Needed To Modernize The CRM Supporting Its 311 Service System. Omnivo Helped Address The Limitations Of Its Aging Platform And Create A More Efficient Foundation For Managing Service Requests.

TECHNOLOGY

Extending An Internal Salesforce Team With Senior Expertise.

UserTesting Partnered With Omnivo Through An Augmented Staffing Model, Bringing Additional Salesforce Expertise Into Its Existing Team To Support Ongoing Transformation And Development Needs.

WHAT SUCCESS LOOKS LIKE

The Best Salesforce Work Shows Up In The Business.

A successful Salesforce engagement isn't measured by how much technology gets deployed. It's measured by what changes afterward.

Move Faster

Automate repetitive processes and reduce the manual work that slows teams down.

See More Clearly

Connect data and workflows so leaders and teams can make decisions with better visibility.

Serve Customers Better

Create simpler, more connected experiences across sales, service, portals, and support.

Scale With Confidence

Build systems and processes that can evolve as the organization starts growing.

OUR APPROACH

A Proven Process Built Around Business Growth.

Business & Org Audit

We analyze your current Salesforce environment, business processes, customer journey, and bottlenecks.

Strategy & Roadmap

We prioritize initiatives based on business impact and create a clear implementation roadmap.

Build & Launch

Our consultants design, configure, automate, and integrate Salesforce with your existing business operations.

Optimize & Scale

After launch, we continuously improve adoption, workflows and automation as your business evolves.

OUR SERVICES

Salesforce Solutions Designed Around Business Outcomes.

Every engagement begins by understanding where your business is todayand where you want it to go.

Digital Transformation

Transform disconnected systems into a unified Salesforce ecosystem that improves visibility, collaboration, and operational efficiency across your business.

Strategic Salesforce Enhancements

Already using Salesforce? We'll identify gaps, improve workflows, optimize user adoption, and unlock additional value from your existing investment.

Marketing Automation

Create automated customer journeys, lead nurturing, campaign tracking and sales alignment that generate measurable growth for your service.

Managed Salesforce Services

We provide ongoing optimization, enhancements, support, and strategic guidance to ensure Salesforce continues delivering results as your business grows.

CONTEXT MATTERS

Your Results Will Look Different. That's The Point.

Every organization starts from a different place. The right Salesforce strategy depends on your processes, customers, technology, people, and goals.

01

Different Starting Points

Every organization starts from a different place. The right Salesforce strategy depends on your processes, customers, technology, people, and goals.

02

Different Measures of Success

For one business, success may mean revenue growth. For another, it may mean efficiency, adoption, visibility, or a better customer experience.

03

One Business-First Approach

We focus on finding the opportunities that matter most to your organizationand building toward them.

MORE CLIENT RESULTS

More Problems Solved. More Results Delivered.

Explore the organizations we've worked with and the Salesforce challenges we've helped them tackle.

Metroll Building Solutions
Patriot Mills
SPF Sun Protection of Florida
Alliance Advisors
CEREX Advanced Fabrics
IEQ Capital
Salesforce Partner
80+ Certifications
Business-First Consulting
AI & Automation Experts
Results-Based Delivery
READY TO WRITE THE NEXT STORY?

Your Salesforce Story CouldBe The Next One We Tell.

Tell us what's not working, where you're trying to go, and what Salesforce needs to do better. We'll start with the business problemnot a predetermined solution.