Case Studies
Unlocking the Future of Business: Insights and Innovations from Mountainise.
A healthcare technology company specializing in modernizing the financial aspects of the healthcare system came to us with a pressing challenge. Their platform, designed to streamline pricing, payments, and healthcare claims, was growing rapidly. However, their marketing efforts were hindered by siloed data, limited segmentation, and poor visibility into the effectiveness of their campaigns, especially those utilizing Salesforce Marketing Cloud (SFMC). Their email and SMS campaigns lacked cohesion, and engagement data from various touchpoints was scattered, preventing meaningful analysis and optimization.
ClubExc Auto, a leading player in the automotive sector, faced significant challenges in managing its sales and marketing operations across disconnected platforms. With an eCommerce platform (Shopify), marketing tools (Klaviyo), accounting software (QuickBooks), and communication systems (Nextiva) all running in isolation, their team struggled with inefficiencies, fragmented data, and missed opportunities. Their goal was simple: streamline sales processes, automate tasks, and get a comprehensive view of customer behavior to improve conversions and revenue.
MarketScale approached us at a critical juncture. After three failed RevOps and SalesOps revamps across three consecutive quarters, their confidence was low and sales numbers were slipping fast. Despite having talented closers and a product well-regarded in the market, the team was spinning its wheels—over-dialing, under-converting, and losing clarity on what messaging worked. Reps were spread thin across too many industries, leading to inefficiencies at the top and conversion gaps at the bottom of the funnel.
A fast-growing marketing organization faced limited visibility into email campaign performance, particularly those executed through Mailgun. With data fragmented across Mailgun, Braze, and internal lifecycle segmentation tools, there was no unified view of user engagement or a reliable way to attribute actions like job posts or conversions back to marketing efforts. Manually-triggered Mailgun emails operated in a silo—untracked and unconnected to performance dashboards. This gap restricted campaign optimization and hindered visibility into which segments (clients vs freelancers) were actually engaging.
Businesses increasingly rely on SMS marketing to engage customers swiftly and effectively. However, AI-powered operations for business growth demand more than basic delivery metrics—they require end-to-end visibility into click behavior and real-time data synchronization. This white paper demonstrates how Mountainise addressed Salesforce Marketing Cloud’s (SFMC) native limitations in SMS click tracking. By integrating custom AMPscript, a dedicated Cloud Page, and automated data synchronization with Salesforce, our solution yielded comprehensive SMS analytics, seamless reporting, and improved decision-making.
In today’s fast-paced digital landscape, AI-powered operations for business growth have become a strategic differentiator, enabling organizations to streamline processes, enhance data accuracy, and drive better customer engagement. This white paper presents a real-world case study demonstrating how Mountainise leverages AI and automation to resolve duplicate records in HubSpot CRM. By addressing critical data integrity challenges, organizations can improve operational efficiency, gain actionable insights, and accelerate business growth.
Asana, a leading provider of project management software, undertook a significant project to recalibrate its trial pipeline, which had experienced a dip in revenue. This case study explores the detailed process that Asana followed to understand the issue, redesign the trial pipeline, and ultimately improve their conversion rates and sales efficiency.
Crownpeak is a provider of digital experience management solutions and it offers multiple products to help businesses manage their digital presence. The company's range of services, called "product service interest," is designed to meet the varying needs of its clients. Despite this comprehensive suite, Crownpeak faced challenges in maximizing engagement with leads once they turned into Marketing Qualified Leads (MQLs).
Envase Technology is a diversified organization with multiple sub-units and business segments. They were facing operational issues because of the marketing and sales automation tools they had in use. The company has deployed HubSpot, which is set up for marketing across the different segments in a disjointed setup. It caused inefficiencies with huge operational issues.
In the modern world of customer service and sales, there is a trend where companies look at deploying new technologies with the intent to coach their sales team better and to improve sales. This case study discusses the implementation of Einstein Conversation Insights (ECI) by a leading company, DMI, within Salesforce with media provider RingCentral in order to inform sales strategy, team performance, and more.
Labelbox, a leader in data labeling and machine learning, encountered issues with process optimization and stack management that affected data flow, system efficiency, and revenue attribution. This case study explores the detailed steps taken to analyze, diagnose, and fix these issues through partnership with experts to streamline their operations and improve their technology stack.
