Case Study: Trimble Service Cloud Rebuild/Streamline Service Process Overhaul Elevates Customer Experience Trimble is a leading provider of advanced positioning technology and mobile solutions that maximize productivity and enhance profitability.  Its SketchUp division 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: Hazelden Betty Ford Foundation Service Cloud Deployment Yields 360° Customer View Salesforce Roadmap Delivers Value to Multiple Business Units Based in Minnesota, Hazelden Betty Ford Foundation is a world-renowned provider of addiction and mental health treatment services. The foundation offers prevention and recovery solutions across the entire continuum of care for youth and […]

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Success Story: Hazelden Betty Ford Foundation – Fundraising Conversion from Blackbaud Raiser’s Edge Elevates Fundraising Efforts Salesforce NPSP Project Delivers Donor Insights & Efficiency Based in Minnesota, Hazelden Betty Ford Foundation is a world-renowned provider of addiction and mental health treatment services. The foundation offers prevention and recovery solutions across the entire continuum of care […]

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Success Story: Hazelden Betty Ford Foundation Graduate School – Custom Solution for Applicants Salesforce solution enhances student application experience and improves data reporting. Based in Minnesota, Hazelden Betty Ford Foundation is a world-renowned provider of addiction and mental health treatment services. The foundation offers prevention and recovery solutions across the entire continuum of care for […]

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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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