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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With economic uncertainty looming for 2023, there’s a natural tendency to keep a tight rein on expenses, deferring “nice-to-have” business improvement projects until factors look more favorable. Yet, we’ve found many of our more successful manufacturing clients are increasing their Salesforce investment.  Their reasoning is that focusing on foundational improvements that truly deliver value will […]

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How Manufacturers Are Generating More Quotes, Winning More Business With Salesforce CPQ For sales departments within midsize manufacturing companies, day-to-day business is a constant hustle of responding to customers needing quick quotes or proposals and navigating siloed, legacy systems to obtain accurate pricing, production and shipping information. Manufacturers that rely on traditional quoting and pricing […]

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TIP #5: Recognize Your Team’s Heroic Efforts   Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]

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