Success Story: Org Health Check Delivers Major Benefits Org Analysis Delivers Actionable Improvement Roadmap Client is an accredited online university dedicated to providing an exceptional, professionally aligned education. CHALLENGE Client had employed a series of Salesforce admins over the prior five years.  Policies, procedures, and approach were not documented or standardized.  The resulting Salesforce Org […]

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Success Story: Service Cloud Redeployment Service Cloud Redeployment Delivers Value Client is a leading provider of advanced positioning technology and mobile solutions that maximize productivity and enhance profitability.  It has a division that sells an industry leading 3D modeling computer program used for a broad range of drawing and design applications—including architectural, interior design, industrial […]

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Success Story: Warranty Claims via Experience Cloud Experience Cloud Delivers Major Warranty/Service Claim Benefits 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 maintains service centers for its aircraft […]

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Success Story: Device Product Scan Directly into Salesforce Product Data Scan Directly into Salesforce Saves Time Client is a leading manufacturer of innovative medical technologies that address the unmet needs in cardiovascular diseases with safe and effective therapies that harness and harmonize the body’s natural systems. Client manufactures devices designed to improve patient outcomes, quality […]

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Success Story: Lightning Conversion for Document Generation Client is a division of a large, multi-national company.  This division provides hospitals with solutions for hygiene, sterilization, and cleaning protocols.  CHALLENGE When client’s field service reps conducted customer site visits, they logged the products used, products ordered, and services performed in Salesforce.  Conga, a third-party document creation […]

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Commercial Equipment Rental Company Improved Rental Agreement Processing Slashes Costs Client is a division of a large multi-national company.  This division rents industrial cleaning equipment to commercial customers.  CHALLENGE Once client Sales rep and a customer agreed to pricing, terms, and delivery/installation dates for equipment, client sent an agreement electronically to the customer for e-signature.  […]

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Healthcare Technology Company Org Merge Delivers Platform for Growth Client is a healthcare technology and services firm that provides Health IT and management solutions. It also serves as a consultant to independent physician groups, hospitals, and healthcare systems. CHALLENGE Client had recently purchased another company.  Both companies used Salesforce, but they needed a trusted Salesforce […]

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Success Story: Harris – Leading National Mechanical Contractor Salesforce Implementation Delivers Enterprise Sales Potential Harris is a leading national mechanical contractor specializing in design and engineering, construction, controls, service, manufacturing, conveyors, and end-to-end building systems. Projects range from stadiums to manufacturing facilities, power plant to hospitals, concert halls to classrooms. CHALLENGE Harris’ objective was to […]

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Enhanced Salesforce Implementation Unlocks Sales Potential Success Story: Manufacturing, Cleaning Products Sterilex is an industry leader in developing innovative, award-winning solutions for microbial control.  It markets a line of proprietary biocides, disinfectants and diagnostic tools that are used in applications such as food and beverage protection, animal health, and water treatment. CHALLENGE Sterilex had purchased […]

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Sales Organization Transformed via Sales Cloud AVI Systems provides audiovisual and collaboration and digital media solutions for corporate clients through the integration of human impact, systems, and technology to achieve better outcomes. CHALLENGE AVI Systems’ ERP system provided solid insights into new opportunities but lacked tracking and visibility into sales activities and leads prior to that […]

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