Case Studies

Success stories from our partners.


Mortgage Client Case Study

A leading mortgage provider had adopted Salesforce, yet they were not making the most of its capabilities.  With Salesforce serving as a vital tool for enhancing operations, this client partnered with CSS Tec to get the most of out Salesforce.


The mortgage provider had purchased and implemented Salesforce, but they were not leveraging all opportunities it had to offer


CSS Tec provided the client with several high-level strategic technical resources to help them build out their Salesforce org.


Currently, the client has five different project tracks including: Sales Cloud, Service Cloud, Marketing Cloud and Einstein Analytics. In addition, business stakeholders are seeing ROI in their investments in Salesforce. In 2019, before their partnership with CSS Tec, the client had about 6,000 employees; by 2020, they had grown to 15,000+ employees with the goal of having over 20,000 employees in 2021. In addition, this client’s monthly new loan origination revenue has significantly increased.

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