Salesforce Organization Split and Data Migration Project Challenge Our Healthcare client was facing the challenging task of splitting an existing business unit into its own Salesforce instance. They required specialized assistance to navigate this complex process, particularly the migration of the business units’ data and metadata following a migration framework developed specifically to meet their […]
Optimizing a Manufacturing Lead Routing Process through Salesforce. Manufacturer provides high-performance valves and pumps to a variety of industries, including oil and gas, power generation, and water treatment, while also offering repair, maintenance, and technical support services. CUSTOMER CHALLENGE The manufacturing customer was using a manual process to route information and quote requests from their […]
Customer Success Story: Healthcare & Life Sciences Data Tracking Consolidation in Salesforce Increases Budget Tracking Efficiency Pharmaceutical Contract Research Organization (CRO) client helps pharmaceutical and biotech companies develop prescription drugs. In addition to providing testing services directly, client manages an extensive network of approved testing partners through its internally developed system. CHALLENGE In the past, […]
Success Story: Sales Cloud Quick Start Whirl-Pak – Medical Supply Manufacturer Whirl-Pak® is a leader in sterilized sampling and testing, delivering trusted solutions that ensure the high-integrity sampling and testing results across end-markets including food & beverage, pharmaceutical, personal care, water, and contract testing. CHALLENGE Whirl-Pak was acquired by its parent company, Filtration Group. […]
Success Story: Cyber Security & Automation Software Company Salesforce Proof-of-Concept Aids CRM Evaluation Client has provided software that secures IT environments, monitors, and automates processes, and provides access to information for companies for over 40 years. CHALLENGE Client had made nearly a dozen acquisitions in recent years. The main company was using Microsoft Dynamics for […]
Success Story: Aircraft Manufacturer – Product Visualizer Visualizer Improves UX, Increases Purchase Likelihood Client is a leading manufacturer of premium quality personal aircraft. The company has delivered an aviation experience that is the pinnacle of innovation, quality, and safety to their customers for over twenty years. CHALLENGE Client established a product configurator and visualizer […]
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 […]
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, […]
Success Story: Medical Device Company Patient Prior Authorization – Cardiovascular Medical Device Client Prior Authorization Process Built into Salesforce Slashes Approval Time by 60% Client is a leading manufacturer of cardiovascular medical devices designed to improve patient outcomes, quality of life, and overall cardiovascular health. CHALLENGE Client had used an external 3rd party to manage […]
Success Story: Facility Services Company Advisory Services + CPQ Proof-of-Concept Provide Implementation Roadmap Client is a large Minnesota-based facility services company in the areas of Cleaning, Security and Mechanical, offering services throughout the United States. CHALLENGE Client had been utilizing complex, internally developed Excel spreadsheets to execute their pricing/planning. The solution, while sophisticated, was labor-intensive. […]
