Case Studies

Case Studies: The Work We’re Proud Of

Every client engagement starts with a messy reality: disconnected systems, underperforming teams, or stalled growth. Here’s how we fixed it.

What you’ll see in each case:

  • The business challenge (usually messier than they expected)
  • Our operator-led solution (systems + strategy + execution)
  • Quantified results (revenue growth, cost savings, time saved)
  • Timeline (how fast we delivered ROI)

Note: Some client names are anonymized to protect competitive positioning. Metrics are real.

System Integrations

Challenge: With an unstable integration to the company’s DTC commerce platform and an outdated client/server database, this company wanted to move to cloud-based applications.   

Solution: Cleaned and migrated 25 years of customer data to the Salesforce Sales Cloud and Pardot marketing platform with AppExhange vendors providing ancillary capabilities for the operations, finance, and accounting team.

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System Integrations

Challenge: With more than 40 years of winemaking, this premium wine company needed to move off its legacy business system, to a best-of-breed architecture for its DTC sales channels.

Solution: Design and deploy a systems architecture with DTC commerce, hospitality experiences, compliance, logistics, CRM, and automated marketing all integrated with a single record of truth.

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Sales Enablement

Challenge: Create a more robust sales culture to foster employee engagement and lessen customer churn within a luxury consumer goods business that achieves 80+% of its revenue in the DTC Channel.

Solution: Deploy tools that empower the team to have their own book of business with assigned clients, a private online store, and measurable monthly goals by sales team members with weekly check-ins to celebrate successes and correct challenges.

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Sales Enablement

Challenge: Build a cohesive business team with precise alignment on Product and Brand Marketing goals and strategies for a go-to-market launch plan for a consumer-facing Communications App in the Apple App Store.

Solution: Foster and refine the Company’s “Why” to create buy-in with all stakeholders to drive growth in Beta, Launch, and Post Go Live phases to target scaled growth with outside investor capital.

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Cost Savings

Challenge: Though this family-owned winery runs a tight budget and successfully negotiated the best rates and terms on all categories of expense; the team was still interested in opportunities to reduce costs without impacting the quality and integrity of their wine.

Solution: The winery hired Trove Professional Services to reduce their existing operating expenses in targeted cost categories and within 48 hours, supplied all the information required for Trove to identify savings. 

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Cost Savings

Challenge: Located in Northern California, this growing consumer goods company successfully negotiated the best rates and terms with all their vendors. But they were not sure their existing rates compared to what is available to $10B+ companies.

Solution: Trove conducted the review with their unique offer – zero risk, zero out-of-pocket cost, and zero obligation. Trove simply shares in the savings realized.

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Team Years of Combined Experience

500000

Customer Records Positively Impacted

0

Your Priority to The Assemblage Team