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H&H Soft Cloud
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Success Stories

Real outcomes. Measurable impact.

From FinTech lead-to-cash acceleration to Health Cloud patient response, every H&H Soft Cloud engagement is engineered for measurable ROI. Here's a closer look at four transformations — the challenge, the Salesforce stack we deployed, and the numbers that followed.

Revenue Influenced FY 2025 $48.2M +41% vs prior year Q1 Q2 Q3 Q4 Revenue +41% Faster 63% Repeat 2.7×
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Projects Delivered
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Client Satisfaction
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Countries Served
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Revenue Influenced
FinTech · Banking
Case Study 01

FinTech CRM consolidation unlocks 41% faster lead-to-cash

Challenge. A fast-growing FinTech platform had three failed CRM migrations behind it, six disconnected lead sources, and a quote-to-close cycle averaging 28 days. Reps were drowning in spreadsheets, compliance couldn't audit anything, and revenue forecasting was a guess.

Solution. H&H Soft Cloud re-architected their org on Financial Services Cloud with Sales Cloud at the core, layering in CPQ for guided quoting, MuleSoft to bi-directionally sync the lending engine and ERP, and Einstein Lead Scoring to prioritise the hottest pipeline. We hardened the data model with Shield Platform Encryption for PCI/GDPR compliance, built LWC dashboards for the CRO, and migrated 1.4M records with zero data loss.

Sales Cloud Financial Services Cloud CPQ MuleSoft Einstein Lead Scoring Shield · PCI/GDPR
Outcomes · 6 weeks post-go-live
41%
Faster lead-to-cash
3.2x
Rep productivity
99.98%
Integration uptime
Revenue impact
$12.4M
Additional pipeline in first 90 days
Healthcare · Hospital Network
Case Study 02

Health Cloud cuts patient response time by 63%

Challenge. A multi-specialty hospital network operating 14 facilities was losing patients to slow follow-ups. Referral handoffs took 4+ days, care coordinators juggled five disconnected systems, and HIPAA audit trails were incomplete. Patient satisfaction scores had slipped below 70%.

Solution. H&H Soft Cloud implemented Salesforce Health Cloud as the unified patient 360, integrated the EHR via MuleSoft APIs, and deployed Einstein Activity Capture so every touchpoint was logged automatically. We built OmniStudio guided flows for referrals, Knowledge for self-service, and Experience Cloud patient portals — all on a HIPAA-compliant architecture with field-level audit and encrypted at-rest storage.

Health Cloud OmniStudio Experience Cloud MuleSoft EHR API Knowledge HIPAA · Shield
Outcomes · 8 weeks post-go-live
63%
Faster patient response
14
Facilities unified on one platform
94%
Patient satisfaction (up from 70%)
Retail · D2C
Case Study 03

Loyalty Cloud drives 2.7× repeat purchase

Challenge. A D2C retail group with 1.2M customers had rich transactional data but zero personalisation — every customer received the same batch-and-blast emails. Repeat purchase rate was stuck at 18%, and the loyalty program was a points spreadsheet with no mobile presence.

Solution. H&H Soft Cloud deployed Marketing Cloud with Einstein Send Time Optimization, Journey Builder for lifecycle automation, and Loyalty Management for tiered rewards. We integrated Commerce Cloud for unified order data, built a React Native loyalty app synced to Experience Cloud, and layered Tableau CRM dashboards so merchandising could see segment performance in real time.

Marketing Cloud Loyalty Management Commerce Cloud Journey Builder Einstein STO Tableau CRM
Outcomes · 4 months post-go-live
2.7×
Repeat purchase rate
33%
Of repeat revenue from journeys
1.2M
Customers on unified 360
Manufacturing · Industrial
Case Study 04

CPQ delivers 99.4% quote accuracy

Challenge. An industrial manufacturer with 38 product lines was generating quotes in spreadsheets, and 1-in-5 quotes shipped with pricing or configuration errors. Average quote turnaround was 6 days, partners were frustrated, and revenue was leaking through discount overrides no one tracked.

Solution. H&H Soft Cloud implemented Salesforce CPQ with dynamic product rules, price matrices, and approval workflows tied to Sales Cloud. We integrated the ERP inventory system via MuleSoft, deployed Experience Cloud partner portals for self-service quoting, and built Einstein deal intelligence so sales managers could see margin risk in real time before approving discounts.

Sales Cloud CPQ Experience Cloud MuleSoft ERP Sync Einstein Deal Intelligence Approval Workflows Partner Portal
Outcomes · 5 months post-go-live
99.4%
Quote accuracy
6 → 1
Quote days → hours
$22M
Margin recovered in year one
Outcome Highlights

Numbers our clients put on the board

A snapshot of measurable outcomes across recent Salesforce engagements — from quote accuracy to patient response to repeat purchase velocity.

41%
Faster lead-to-cash
FinTech · 6 months
63%
Faster patient response
Healthcare · 8 weeks
2.7×
Repeat purchase rate
Retail · 4 months
99.4%
Quote accuracy
Manufacturing · 5 months

Trusted by 500+ organisations worldwide

NimbusBank MediCare+ RetailHub InduForge EduReach SkyStay ProServe Co. FinEdge
"H&H Soft Cloud doesn't just deliver a Salesforce implementation — they deliver a business outcome. Across four engagements now, the team has consistently turned ambiguity into measurable revenue, and our CRM into a genuine competitive advantage."
AS
Aarti Sharma
VP of Revenue Operations · Global FinTech Platform
98%
CSAT
4×
Engagements
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