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Case Studies

We have worked with a large number of customers over the years. We focus on small to medium-sized businesses and work across many different sectors.

We aim to help our customers get the most out of their investment and become trusted partners on their Salesforce journeys. Below are some case studies demonstrating the types of projects we have worked on with our customers. If you have a specific area that you would like help with, please contact us to discuss your needs.

Voluntary Health Scotland logo

Salesforce Optimisation | Voluntary Health Scotland case study

Read how Cairies helped Voluntary Health Scotland improve Salesforce data quality, connect processes, integrate email and forms, and build reporting.

“Support and expertise from Cairies has transformed our approach to using data and their support has been incredibly welcome, efficient and effective, helping to build understanding and confidence in our systems and improving processes.”
Tejesh Mistry – Chief Executive
Voluntary Action North Lanarkshire Logo

Salesforce data migration | VANL case study

Read how Cairies migrated VANL’s data to a new Salesforce instance, keeping organisations, contacts and interaction history clean, consistent and ready to use from day one.

“Cairies and Emma were very helpful and managed to support us with our data migration, ensuring we were able retain our historical data, redistributed/repurpose it, and use it to support our future operations.”
Ryan Young – Head of Corporate Services
Origin Fitness logo

Delighted NPS Salesforce integration | Origin Fitness case study

Read how Cairies integrated an NPS customer survey tool with Salesforce to gather feedback on Origin Fitness’s gym install process.

“We’ve worked with Cairies for a long time and because they know our business so well, I knew they could help us implement something effectively, without requiring a lot of my team’s time.”
Lesley Hepburn – Operations Director
Exterity Case Study Cairies

Pardot GDPR compliance | Exterity case study

Read how Cairies helped one of their long term customers Exterity prepare for the regulatory GDPR change.

“I highly recommend working with Cairies because they are professional, thorough and easy to work with. I look forward to working with them again in the future.”
Carolyn Baillie – Head of Marketing

Salesforce NPSP | The Bridge Community Project case study

Read how Cairies supported the bridge, a charity set up to improve people’s wellbeing, to extend their use of Salesforce and integrate it into their Stepping Stones service.

“They were very responsive to any questions we had and were a joy to work alongside. We hope to work again with them in the future and we would highly recommend them.’
Alan Davidson – Chief Executive Officer
worldwide cancer research

Pardot Nonprofit Cloud | Worldwide Cancer Research case study

Read how Cairies set up Pardot for Worldwide Cancer Research, integrating it with their Salesforce Nonprofit Cloud. Learn how they helped them to automate supporter journeys and reduce manual effort by staff.

“Cairies were instrumental in helping us set up and start using Pardot and expertly guided us through key integrations with Salesforce and our website.”
Ricky Kealey – Digital Manager
ic select

Salesforce CRM relaunch | IC Select case study

Read how Cairies supported IC Select, a pension fund selection consultancy, to grow their use of Salesforce and integrate it into their business to become a part of their day to day life.

“Cairies were key in helping our company take the next step to grow and integrating Salesforce into our day to day life.”
Ceri Tracey – Analyst

Trusted by

ic select
ics learn
worldwide cancer research
sivers photonics
Origin Fitness logo
csi
pattersons quarry
exchange com
Exterity Case Study Cairies
Redmill Group
brimmond
Firstport