Client Results

Enterprise Work,
Real Outcomes.

100+ enterprise Salesforce implementations across Finance, Healthcare, Retail, Life Sciences, and Home Services — here's a selection of what we've built.

Flagship Engagement
Moody's — The Centerpiece

Our most complex Revenue Cloud Advanced implementation — $2.5B+ ARR, 15K+ clients, 3 legacy systems replaced.

Finance · Revenue Cloud Advanced

Moody's Investment Services & Analytics

Enterprise Billing Transformation · Lead Architect

Replaced three siloed legacy billing systems supporting $2.5B+ annual recurring revenue across 15,000+ institutional clients globally. Greenfield implementation of Salesforce Revenue Cloud Advanced — full product catalog through MuleSoft ERP integration and ASC 606 revenue recognition.

78%
Faster Quote-to-Cash
99.2%
Billing Accuracy
$450K
Annual Savings
3
Legacy Systems Replaced
200+
SKUs Migrated

What We Delivered

  • 200+ SKU catalog — subscription tiers, usage-based, user-licensed, and bundle products with complex entitlement logic
  • 50+ pricing rules with volume discounts, multi-year incentives, and multi-tier approval workflows
  • Full subscription lifecycle — auto-renewal, proration, seat expansion, co-terming, and mid-term amendments
  • MuleSoft ESB — Quote → Order → Billing → NetSuite in real-time and daily batch with full error handling and retry logic
  • ASC 606 revenue recognition with automated SSP allocation and performance obligation scheduling
  • Customer self-service billing portal via Experience Cloud with invoice download and dispute management
Revenue Cloud Advanced
Salesforce Billing
MuleSoft
Experience Cloud
NetSuite Integration
ASC 606
Selected Projects
More Enterprise Engagements

A cross-section of projects across industries and Salesforce clouds.

Finance · Service Cloud + Agentforce

Enterprise Financial Services

Agentforce Service Agent · 2024

Deployed Agentforce Service Agent for a tier-1 financial institution — AI-powered case deflection, intelligent routing, and automated resolution for 50K+ monthly service interactions.

62%
Case Deflection Rate
4 min
Avg Resolution Time

Key Deliverables

  • Agentforce Service Agent with custom topic library, guardrails, and escalation workflows
  • Data Cloud integration for real-time customer context within agent reasoning
  • Einstein Trust Layer configuration with PII masking and full audit logging
  • Skills-based routing with AI-powered queue prioritization
Agentforce
Data Cloud
Service Cloud
Einstein AI
Retail / Beauty · Revenue Cloud + CPQ

L'Oréal

CPQ & Sales Operations · Delivered

Salesforce CPQ implementation for L'Oréal's North American B2B commercial operations — complex product bundling, channel-specific pricing, and trade promotion management.

55%
Faster Quote Cycle
0
Manual Price Errors

Key Deliverables

  • Complex product catalog with brand hierarchies, kitting, and trade pack bundles
  • Channel-specific pricing — retail, professional, salon, and distributor tier rules
  • Trade promotion integration with automated discount approval chains
  • SAP S/4HANA integration for inventory availability and order confirmation
Salesforce CPQ
Sales Cloud
SAP Integration
B2B SaaS · Einstein Copilot + Sales Cloud

Enterprise SaaS Platform

Einstein AI Rollout · 2024

Deployed Einstein Copilot and Sales Cloud AI features for a 400-rep enterprise SaaS sales organization — opportunity scoring, email drafting, and call summary automation.

38%
Pipeline Accuracy Lift
2.5hr
Saved Per Rep/Week

Key Deliverables

  • Einstein Opportunity Scoring with custom signal weighting for SaaS buying patterns
  • Einstein Copilot with Sales Cloud — email drafts, call summaries, and CRM update automation
  • Data Cloud unification of CRM, product usage, and support data for enriched context
  • Change management and rep enablement program across 12 territories
Einstein Copilot
Sales Cloud
Data Cloud
Healthcare · Einstein AI + Health Cloud

Regional Health Plan (Payer)

Health Cloud + AI · Delivered

Health Cloud implementation with Einstein AI for a regional health plan — member 360 views, care coordination, utilization management, and AI-driven next-best-action for case managers.

40%
Faster Care Plans
92%
Member Data Accuracy

Key Deliverables

  • Health Cloud member 360 — claims, clinical, authorizations, and engagement data unified
  • Care plan automation with Einstein next-best-action for case manager workflows
  • HL7 FHIR integration for EHR data ingestion and real-time clinical alerts
  • HIPAA-compliant data model with field-level encryption and consent management
Health Cloud
Einstein AI
Data Cloud
HL7 FHIR
Fintech · Data Cloud + Einstein Scoring

Ondeck Capital

Data Cloud + AI Scoring · Delivered

Data Cloud deployment for Ondeck's SMB lending operations — unified borrower 360 from origination through servicing, with Einstein propensity scoring for renewal and upsell opportunities.

3x
Upsell Conversion Lift
Real-time
Borrower Profiles

Key Deliverables

  • Data Cloud deployment unifying loan origination, servicing, payment, and CRM data
  • Einstein renewal propensity model trained on 5 years of borrower behavior data
  • Real-time segmentation for targeted outreach based on payment performance signals
  • Marketing Cloud integration for triggered renewal journey automation
Data Cloud
Einstein AI
Marketing Cloud
Sales Cloud
Client Roster
Organizations We've Served

A selection of the 100+ enterprises ETI has implemented Salesforce for since 2012.

Moody's
Financial Services
Bank of America
Banking
General Electric
Industrial
L'Oréal
Consumer Goods
Chase
Financial Services
AstraZeneca
Pharma / Life Sciences
Kronos
Workforce Tech
Ondeck Capital
Fintech / Lending
Kaplan
Education
Intralinks
Financial Tech
GE PGP
Energy
+ 88 More
Across 8+ Industries