Success stories
We help organizations optimize processes, leverage AI and maximize their Salesforce investment.
Trusted by clients
Enterprises rely on m-Pledge to implement and optimize Salesforce solutions
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Lincoln Ross
President and CEO
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Sanjay Krishnan
Founder and CEO
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Prathap George
CEO
Real business outcomes
Delivering measurable business outcomes through strategic Salesforce consulting, implementation and optimization
Customer service transformation for a global IT services company
Client
- Top 10 global tech services & systems integrator.
- Complex IT / Telecom solutions for demanding global clients.
- IT specialized customer service and support.
Problem / opportunity
- Managing intricate product and service contracts globally.
- Global demand for technical fixes and complex knowledge management.
- Implement Omni-channel support with stringent performance metrics.
Solution
- Evaluated existing processes, tools and performance metrics.
- Transitioned to Salesforce Service Cloud for unified case and ticket management.
- Integrated AI for faster and accurate resolutions.
Benefits
- Automated workflows and detailed reporting.
- Streamlined ticket tracking and resolution cycles.
- Unified sales and service data (single source of truth).
- Established a robust, accessible knowledge base.
Loan origination digitisation for a regional bank
Client
- Mid-size regional banks.
- Personal, commercial and micro-loan segments.
- Expanding footprint and lending volume.
Problem / opportunity
- Manual, non-standardized and people-dependent processes.
- Lack of centralized compliance, controls and pipeline visibility.
- Suboptimal customer journey due to slow processing.
Solution
- Salesforce-based Loan Origination System (LOS) for end-to-end approvals.
- Digitized multiple loan products.
- Seamless connectivity with credit bureaus, KYC and core banking.
Benefits
- Rapid 3-week MVP launch and 50% reduction in processing time.
- Enhanced compliance and full visibility into the loan pipeline.
- Improved credit decision accuracy and customer experience.
Marketing & sales leads conversion improvement for a US wealth management platform
Client
- One of the leading US-based wealth management platform providers.
- End-to-end technology for investment advisor client management.
- Rapidly growing private equity-backed company.
Problem / opportunity
- Marketing and sales data is scattered across multiple platforms.
- High volume of leads from diverse sources.
- Lack of visibility and analytical insights impacting lead nurturing and conversion.
Solution
- Marketing and sales data is scattered across multiple platforms.
- High volume of leads from diverse sources.
- Lack of visibility and analytical insights impacting lead nurturing and conversion.
Benefits
- Established uniform processes for global lead management.
- Precise tracking and attribution of leads across all channels.
- Significant improvements in lead capture rates and conversion.
- Automation of sales reporting and performance insights.
Customer service transformation for a wealth management company
Client
- One of the leading US wealth management platform providers.
- End-to-end advisor technology for customer management.
- Rapidly growing industry leader.
Problem / opportunity
- Disparate tools (Zendesk, JIRA, Telephony) creating data silos.
- Lack of an agent knowledge base and reliance on manual reporting.
- Consolidate service to align with existing sales processes.
Solution
- Evaluated current workflows, tools and performance metrics.
- Designed a transition to Salesforce, including tracking and integrations.
- Implemented unified ticket management.
Benefits
- Integrated end-to-end workflows and automated reporting.
- Streamlined ticket tracking and faster resolution cycles.
- Creation of a centralized knowledge base for agents.
- Unified sales and service data (single source of truth).
Transformation of the new product development process in the manufacturing industry
Client
- Manufacturer of decorative and engineering components.
- Automotive and consumer durable OEMs.
- High-volume supplier for global manufacturing leaders.
Problem / opportunity
- Fragmented and un-scalable New Product Development (NPD).
- High costs and low productivity due to manual hand-offs and people dependencies.
- Lack of project visibility and process standardization.
Solution
- Digitized the NPD process using Salesforce platform.
- Automated Lead / RFQ capture with smart prioritization.
- Integrated stakeholder communication to drive standardized execution.
Benefits
- 2–3% estimated sales increase via better RFQ conversion.
- 10% reduction in NPD costs and improved discipline.
- Real-time analytics, visibility and knowledge leveraging.
- Built a scalable foundation for future expansion.
Enhancement of ROI from Salesforce
Client
- Major global IT/BPO provider focused on the healthcare industry.
- PE-funded company in a competitive market.
- Critical need to drive sales productivity and efficiency.
Problem / opportunity
- Implementation fails to evolve with changing business needs.
- Limited coverage of the end-to-end sales process and high manual effort.
- Underperforming ROI due to out-dated workflows and tech debt.
Solution
- Conducted a deep-dive assessment of sales processes and Salesforce usage.
- Identified specific technology gaps and created a corrective roadmap.
- Currently implementing high-impact process and platform improvements.
Benefits
- Clear, agreed-upon plan to improve sales performance.
- Maximized ROI from the existing Salesforce investment.
- Standardized, predictable sales cycles and advanced analytics.
Driver onboarding and payouts management for a transportation service provider
Client
- Leading green energy transport provider for large corporations.
- Owns and operates a fleet of electric vehicles (EVs).
- Partner-driven platform utilizing independent drivers.
Problem / opportunity
- Managing preventive maintenance and repairs for a massive fleet.
- Automated compliance for KYC, background checks and documentation.
- Costly vehicle downtime affecting service reliability.
Solution
- Developed a digitally native maintenance engine on Salesforce platform.
- Scheduled monitoring routine and emergency repairs.
- Connected maintenance workflows with existing operational platforms.
Benefits
- Supports growth impossible via manual operations.
- Improved driver onboarding and engagement.
- Automated, multi-frequency, error-free cycles.
- Clear tracking and reporting for all payments.
Projects funding and execution for a not-for-profit
Client
- A trusted and experienced name in rural transformation.
- Founded in plantation / forestry; now diversified into water management.
Problem / opportunity
- Expanding operations and CSR funding required a digital transformation.
- Increasingly stringent government reporting and regulatory requirements.
- Donors and funding entities require real-time reporting.
Solution
- Implemented Salesforce NPSP (non-profit success pack).
- Centralized project tracking and donor management on a single platform.
- Shifted from manual reporting to a real-time data model reports.
Benefits
- Significantly streamlined and simplified the fundraising process.
- Real-time visibility for all stakeholders via one-click dashboards.
- Faster response to compliance audits and donor inquiries.
Resource demand and supply optimisation for a global IT enabled services company
Client
- Leading global IT and IT-enabled services (ITES) provider.
- Manages a massive workforce of 100,000 + employees.
- Accurate matching of resource demand and supply.
Problem / opportunity
- A custom build that could no longer support evolving business needs.
- Internal teams lacked the bandwidth and technical understanding to update the complex code.
- Modernize the system with significant functional enhancements.
Solution
- Performed an audit of the existing custom architecture.
- Developed a phased release roadmap to integrate new capabilities.
- Successfully built and deployed all enhancements in 3 months.
Benefits
- Launched advanced features that significantly improved resource allocation.
- Established a complete technical knowledge base for future maintenance.
- Transformed a stagnant system into a high-performance custom build.
Optimization of vehicle fleet maintenance for a transportation service provider
Client
- Leading green energy transportation provider for major corporations.
- Owns and manages a fleet of electric vehicles (EVs).
- Operates a digital platform partnering with independent drivers.
Problem / opportunity
- Need to digitize preventive maintenance and repairs for a high-volume fleet.
- High exposure to missed service windows, warranties and vehicle downtime.
- Replace manual tracking with a centralized automated maintenance system.
Solution
- Developed a custom, digitally native maintenance engine on Salesforce platform.
- Automated scheduling and monitoring routine and emergency repairs.
- Integrated workflows with existing operational platforms.
Benefits
- 15% reduction in fleet downtime through optimized scheduling.
- Shifted from reactive troubleshooting to proactive fleet management.
- Robust tech foundation that supports rapid fleet expansion.