Advisory Services

Advisory Services·Business CRM Solutions·Experience Cloud·Financial Services·Salesforce Case Studies

Success Story: Financial Services Company Salesforce Experience Cloud Portal Financial Services Company that provides wealth management services to individuals, families, business owners, and non-profit organizations. CHALLENGE Financial Services Company had a Salesforce Community portal used by financial investment managers.  The portal’s foundation was a legacy code base. The client wanted to add new functionality to […]

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Advisory Services·CPQ·Sales Cloud·Salesforce Case Studies

Success Story: CPQ – Medical Education Company NurseTim CPQ Implementation + Sales Cloud Enhancement Sets Stage for Growth NurseTim partners with schools, organizations, and nursing programs to provide training and consulting in the use of E-learning and instructional design for administrators, trainers, faculty, and other instructional specialists. Specific services include faculty development, strategic planning, research, […]

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