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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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80% Faster Document Setup for SmileUp

SmileUp transitioned to Titan to modernize document generation and eSignature workflows, fully replacing paper-based clinical consent processes.

“If a company is considering a digital signature solution, my advice is simple: Just Try Titan.”

Leandro Rocha, Chief Information Officer at SmileUp Dental Clinics

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100% Automated Loan Agreements for GHC

Titan was introduced to automate document generation and eSignatures directly inside Salesforce.

“Titan and their team’s performance has been great. Now, it’s easy for us to maintain everything ourselves.”

David Crimmins, Co-Founder of Global Health Capital

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80% Reduction in Time-to-Quote

Manulift implemented Titan’s Document Studio to move quote creation directly into Salesforce.

“Titan’s Document Studio has saved us hours on every quote update and has allowed us to provide higher-quality, more consistent documents.”

Miguaël Bergeron, Director of Application Systems and Optimization at Manulift

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Reclaiming 1,400+ Hours Per Year

Titan's Document Studio replaced Blanchards Inheritance's old process with automated, pre-populated document generation directly inside Salesforce.

“Titan is brilliant. The way our team has built our Salesforce org is great, but how Titan can generate documents straight from the platform is crazy!”

Employee, Blanchards Inheritance

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Reducing Admin Work by 50%

Titan replaced K Formation’s standalone eSignature tool and unified their training and administrative workflows into a single Salesforce-first platform.

“Despite being a small team, we were able to handle everything with Titan and Salesforce by ourselves.”

Employee, K Formation

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Replacing Manual Paperwork with Digital Solutions for Salesforce

Both nonprofits use Titan’s Experience Studio across five environments to run processes directly in Salesforce

“The combination of intuitive tooling, responsive support, and a roadmap that listens to customers is what keeps us building more on Titan.”

Sarig Wohlstein, Information Systems Manager

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Cutting Audit Review Time by 60% with Titan

AgriFile Systems created a full electronic management system enabling customers to upload documents and records directly to Salesforce

“Titan was very successful in providing me with the tools to get me exactly where I wanted to go.”

Ed Fifield, Consultant at AgriFile Systems

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Document Generation with Salesforce Data

Deloitte approached Titan to create a dynamic label generation product for Salesforce and turn it into a market-leading solution

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