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Customer Stories

Discover how companies across every industry achieve success with Titan’s all-in-one Salesforce platform.

Trusted by teams all over the world

> 1 Billion

Salesforce API Tasks That Securely Run Through Titan

> 20 Million

Pre-filled Docs Generated from Salesforce with Titan

> 1000 Clients

Worldwide using Titan as their Salesforce First Web Studio

4.9 Stars

Reviewed by hundreds of Salesforce users on AppExchange

All Success Stories

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monday.com automates renewals in Salesforce

Titan automated and simplified a highly complex renewal management process in Salesforce

“The platform knows to take all the data from different sources and create the logic we want. We received a very simple and cost-effective solution to a complex challenge.”

Alon Segal, Salesforce CPQ Application Team Lead

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Transforming Customer Experience with Self-Service Digital Processes

Bank Leumi rebuilt mortgage applications into a fully self-service, Salesforce-powered process with Titan Web & Docs

“We are thrilled with the efficiency of Titan in helping us take our mortgage process to the next level.”

Eyal Efrat, First Executive Vice President at Leumi Bank

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5x Faster Student Program Management for Leadership Initiatives

Leadership Initiatives replaced spreadsheets and fragmented form tools with a Salesforce-connected, student-facing portal.

“We chose Titan for its flexibility. It’s able to do a lot of different things. It hosts both the portals and forms within the same system and gives us a strong amount of control over what that looks like.”

Nick Abele, Systems Director at Leadership Initiatives

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100% Digital Loan Management for Open Road Impact

With Titan Experience Studio, Open Road Impact replaced a fragmented loan process with a Salesforce-connected, stage-based portal.

“Titan is great if you need an accessible way to capture complicated data points through an external portal.”

Joe Leszewski, Director of Operations and Finance at Open Road Impact

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Sovereign Financial Group Logo

80% Faster Trade Request Operations for Sovereign Financial Group

Sovereign Financial used Titan Experience Studio to build a centralized CAASP system for client setup and trade request management inside Salesforce.

“The Titan team is incredibly knowledgeable, like next-level knowledgeable, and they’re great teachers too.”

Nick Thiede, Chief Operating Officer at Sovereign Financial Group

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Lenox Hill Neighborhood House Eliminates Weeks of Volunteer Backlog

With Titan Enterprise Suite, Lenox Hill Neighborhood House eliminated weeks of volunteer backlog with program-specific forms synced to Salesforce in real time.

“The flexibility is one of the things I really love about Titan; we’re able to tinker around and make forms as user-friendly as possible.”

Patricia Tu, Director of Data, Evaluation and Performance Management at Lenox Hill Neighborhood House

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Tambour Logo

Tambour Cuts Customer Onboarding from 10 Days to Minutes

Titan Experience Studio was implemented at Tambour to replace paper-based onboarding and internal processes with digital workflows connected to Salesforce.

The Titan team is excellent. They respond immediately and help overcome any challenges.

Galit Lahav, Salesforce Implementer at Tambour

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Adopt A Class Reaches 6,300+ Students and Reclaims Staff Time

With Titan Experience Studio, Adopt A Class replaced disconnected spreadsheets and manual coordination with a Salesforce-synced volunteer and field trip management system.

“The data collection that Titan has allowed us to capture has been critical to funding opportunities.”

Katie Hoover, Director of Strategic Initiatives at Adopt A Class

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1 Portal, 1 System of Record: GoMeddo Transforms Student Housing Management in Salesforce

Titan and GoMeddo implemented a fully integrated Salesforce solution that connects student applications, housing management, and administrative workflows in a single platform.

“With Titan, we helped our client move from fragmented manual student housing processes to one connected system.”

Wim de Jong, Partner Alliance Manager at GoMeddo

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Scape Logo

60,000 Salesforce Contracts Generated Per Year for Scape

Scape adopted Titan Document Studio to run contract generation and eSigning directly inside Salesforce, replacing a fragmented third-party setup with a single, Salesforce-native workflow.

“Titan has simplified the contract management process. We no longer face mapping issues, and contracts are being issued faster and with less effort.”

Mirko Gopp, General Manager Digital, Data, and Technology at The Living Company.

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