Success Stories

You’ve invested in Salesforce—and now you want it to work. Lakeworth’s Technology Consulting offering ensures every platform decision is tied directly to business outcomes. We help you move from uncertainty to clarity, from fragmented tools to a coherent platform, and from stalled initiatives to momentum.

Regional Bank Unlocks Salesforce + nCino Value

We co-created a strategic roadmap, then delivered hands-on execution to align platform, process, and people. Our team worked directly with business and IT stakeholders to unblock value quickly and drive results.

Manufacturing Firm Boosts CRM through ERP Integration

A manufacturing firm improved its CRM by integrating it with ERP, enabling seamless data flow and real-time insights. This technical integration boosted efficiency and enhanced customer management.