Cases - Projetos de Transformação Digital

Gazin was facing a critical problem: abandoned carts were costing millions in lost revenue. As one of Brazil's largest retail chains, the company needed a solution that could keep pace with e-commerce. In 20 days, Soteria orchestrated an automated WhatsApp journey integrated with Salesforce Marketing Cloud that drove 23.7% growth in Black Friday 2024 sales — 2.2x the Brazilian e-commerce average.

Grupo Angelus, a benchmark in family assistance services in southern Brazil, was struggling with data fragmented across sales and customer service, which made cross-team alignment difficult and limited its ability to anticipate opportunities. Soteria led a digital transformation project combining executive mentoring, process redesign and the implementation of the Salesforce ecosystem, delivering a 32% increase in digital sales, a 13% improvement in customer retention in the first 6 months, and strategic intelligence across the entire relationship lifecycle.

APet, a pioneer in pet health plans since 2014, needed a robust digital foundation to support its expansion, but it was operating under critical constraints: no systems architecture, manual processes and a lack of technology governance. Soteria developed a proprietary no-code architecture and automated sales and customer service workflows, enabling APet to shift to an agile, connected model and cement its position as the sector's technology benchmark.

Fibrafort, one of Brazil's largest luxury boat manufacturers, recognized the need to invest in CRM but lacked the organizational and process maturity to do so. Soteria conducted an in-depth diagnostic involving executives, employees and dealers to map strategic, structural and technological requirements, creating a robust foundation that exceeded expectations and paved the way for the business's digital transformation.

Grupo BM2 faced a complex challenge: manually confirming thousands of appointments every month drained strategic resources and created operational bottlenecks. As the leader in family assistance services in Mato Grosso, the company needed a solution that would preserve service quality while streamlining its processes. Soteria implemented an integrated CRM and WhatsApp ecosystem that automated 100% of medical appointment confirmations and redesigned sales workflows, cutting service time by 50%

China Gate, a national leader in education and B2B/B2C import services from China to Brazil, needed sales predictability, less rework and full visibility from lead to payment. The journey broke down across Marketing, Sales, CX and Finance, multiplying operational friction and delaying invoicing. Soteria led the transformation with an orchestrated CRM, stage-based automations and financial integrations, standardizing processes, accelerating the revenue cycle and establishing real-time data governance.

Reviver, a leading family assistance provider in Rio de Janeiro, was facing intense regulatory pressure: digitize more than 100,000 manual burial plot records and migrate to the new Digital Registry. Soteria turned this challenge into an opportunity, developing a Salesforce-integrated solution that automated new registrations and eliminated manual tasks. With Marketing Cloud and WhatsApp integrated, personalized campaigns began going out automatically, boosting engagement, efficiency and compliance.

A.Yoshii, one of Southern Brazil's leading high-end real estate developers, had invested in Salesforce Digital Engagement to elevate customer relationships via WhatsApp. But the implementation left critical gaps: frequent failures, no traceability and a sales team that refused to use the tool turned the investment into an operational risk. Soteria mapped the technical vulnerabilities, reworked the architecture and restored trust, turning Digital Engagement into the epicenter of customer relationships.