Oktana | Salesforce Success Stories

Building Autonomous AI Sales Agents for High-Velocity Lead Nurturing and Pipeline Growth

From Manual Lead Qualification to AI-Powered Revenue Acceleration ❌ Before: Sales teams spent valuable time qualifying leads, scheduling meetings, and managing repetitive outreach activities,

Building an AI-Powered Self-Service Billing Portal for a Leading High-Tech Company

From Support-Driven Billing Operations to Customer Self-Service at Scale ❌ Before: Customers relied heavily on support teams for billing inquiries, payment updates, invoice access,

Accelerating Sales Productivity with an AI-Powered SDR Agent

From Fragmented Sales Workflows to Autonomous AI Collaboration ❌ Before: Sales teams relied on disconnected workflows across Salesforce and Slack, creating delays in lead

Modernizing Salesforce’s Partner Program with AI, Real-Time Data, and Unified Insights.

From Complex Partner Operations to an Intelligent, Scalable Ecosystem ❌ Before: Multiple partner program structures, manual processes, fragmented reporting, and slow access to critical

Building a Scalable API Developer Community with MuleSoft Anypoint

From Fragmented API Access to a Connected Developer Ecosystem ❌ Before: Limited OoB developer portals made it difficult to engage credit union developers and

Automating Airline Logistics with MuleSoft Anypoint and Intelligent Document Processing

From Manual Chaos to Real-Time Airline Logistics ❌ Before: Emails, spreadsheets, and manual processing slowed down trip requests. ✅ After: Real-time Salesforce automation powered

Elevating Player Support with Gen AI

A leading entertainment company partnered with Oktana to transform global player support with GenAI and Salesforce. By enabling AI-driven self-service, asynchronous messaging, and secure,

Salesforce & Heroku Data Transformation

Oktana partnered with a U.S.-based boutique company specializing in residential solar financing to improve the scalability and efficiency of its customer-facing applications and partner

Enhancing Sales Operations with a Tailored Salesforce Solution

A leading foodservice distributor faced challenges with on-the-go sales data entry and secure, role-specific access. The solution: a customized Salesforce Sales Cloud implementation that