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Case Studies

Empowering Businesses to Compete and Win in the New Normal. We have helped 2000+ businesses upscale their digital solutions to meet and exceed the demands of modern consumers.

Dynamics CRM & Power Apps Implementation for a Full-Service Contractor Firm
Microsoft Dynamics CRM
Construction / Full-Service Contracting

Dynamics CRM & Power Apps Implementation for a Full-Service Contractor Firm

Netsmartz unified a North American full-service contractor's sales, field operations, and external collaboration on Microsoft Dynamics CRM and Power Apps — eliminating spreadsheets, manual bill tracking, and disconnected systems.

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Dynamics NAV to Business Central Migration for a Portable Facilities Provider
Microsoft Dynamics 365 Business Central
Portable Sanitation / Industrial Containers

Dynamics NAV to Business Central Migration for a Portable Facilities Provider

Netsmartz migrated a leading Australian portable sanitation and container solutions provider from legacy MYOB to Microsoft Dynamics 365 Business Central integrated with ProjectPro — unifying job-based operations across multiple business units.

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How an IT Staffing Firm Closed 3 AI Pods in 60 Days with Netsmartz
AI Pod - Staffing
IT Staffing / SaaS

How an IT Staffing Firm Closed 3 AI Pods in 60 Days with Netsmartz

Discover how a Denver IT staffing firm partnered with Netsmartz to deliver AI for their SaaS client—using a new model that turned a stalled project into $18k/month savings and three new revenue streams.

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How a Fractional CTO Scaled AI Execution in Manufacturing Without Hiring
AI Pod - Advisory
Manufacturing

How a Fractional CTO Scaled AI Execution in Manufacturing Without Hiring

Learn how a fractional CTO partnered with Netsmartz to move a manufacturing client from hiring paralysis to production-ready AI—using the AI Pod model to protect his reputation and unlock recurring revenue.

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PayU Payment Gateway Integration via Salesforce B2C Commerce Cloud for LATAM
Salesforce B2C Commerce Cloud
Retail / E-Commerce

PayU Payment Gateway Integration via Salesforce B2C Commerce Cloud for LATAM

Envision integrated the PayU gateway into Salesforce B2C Commerce Cloud for a multinational retailer — enabling credit cards, debit cards, PagoEfectivo and Yape across Latin American markets with a fully responsive, locally compliant checkout.

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Salesforce CRM Dialer Integration for Telecom Sales & Support — White Label Communications
Salesforce CRM
Telecommunications / VoIP Solutions

Salesforce CRM Dialer Integration for Telecom Sales & Support — White Label Communications

Envision integrated a CRM-native Dialer into Salesforce for White Label Communications — driving a 40% rise in outbound productivity, 30% drop in admin tasks and a 40% lift in customer engagement.

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Salesforce CRM Implementation for Real Estate Sales & Property Management — PropM Inc.
Salesforce CRM
Real Estate / Property Management

Salesforce CRM Implementation for Real Estate Sales & Property Management — PropM Inc.

Portland-based PropM Inc. partnered with Envision to design an end-to-end Salesforce CRM solution — automating lead capture, property tour scheduling and feedback, driving a 55% lift in team performance and a 40% increase in sales.

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B2B Experience Cloud Portal Revival & Salesforce Integration — ATW
Salesforce B2B Experience Cloud
Manufacturing / Premium Equipment

B2B Experience Cloud Portal Revival & Salesforce Integration — ATW

Envision revived ATW's broken B2B Experience Cloud portal without any vendor documentation — resolving critical bugs, automating ordering, and integrating Tekstop with Salesforce for a stable, efficient client experience.

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Salesforce Marketing Cloud Implementation & Custom Platform Enhancement — Proof Analytics
Salesforce Marketing Cloud
Marketing Analytics / SaaS

Salesforce Marketing Cloud Implementation & Custom Platform Enhancement — Proof Analytics

Envision delivered a full Salesforce Marketing Cloud implementation in just one week for Proof Analytics — then enhanced their platform with region-specific packaging and AI-powered predictive analytics for global clients.

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