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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Digital Engagement Implementation Sales Empowered to Text/SMS Contacts Directly from Salesforce Client is an accredited online university dedicated to providing an exceptional, professionally aligned education. CHALLENGE Client’s B2B team members found that many of their client contacts preferred to communicate via text messages. Texts were often sent via employees’ personal cell phones and thus not […]

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Case Study: Specialty Chemical Company R&D Group Fast-Tracks Request Submission and Approval Client produces and sells specialty chemical products. CHALLENGE Our client’s R&D group is responsible for developing custom chemical formulations and products to meet its client’s needs.  When a new product/formulation is needed, Sales would submit a Request to R&D.  In the prior process, […]

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Healthcare & Life Sciences Solution Migration of Homegrown Solution to Salesforce Adds to 360 Degree Customer View 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 Over the past five years an individual […]

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Case Study: MN Housing Finance Agency State finance agency leverages Salesforce to slash application submission and review time. Minnesota Housing Finance Agency is the state’s housing finance agency. For more than 40 years, they’ve worked to provide access to safe, decent, and affordable housing and to build stronger communities across the state of Minnesota. CHALLENGE […]

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Case Study: John Ryan Fast CPQ Proof-of-Concept Demonstrates Potential John Ryan is a marketing agency that designs and deploys retail store messaging systems.  It operates digital signage networks in the U.S. and also offers application of multimedia and interactive technology to point-of-sale marketing. CHALLENGE A customer of John Ryan’s requested the ability to provide their […]

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Clearscape Outdoor Services – CPQ & Scheduling Service company’s Salesforce CPQ implementation delivers immediate results; enables future growth Clearscape Outdoor Services provides lawn, snow, landscaping, irrigation, and tree care services for apartments buildings, residential properties, commercial properties, and homeowners associations. CHALLENGE Clearscape Outdoor Services has grown rapidly in recent years. New ownership planned for rapid […]

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Manufacturing Solution: Creative Case Resolution Delivers Better Customer Experience Red Wing Shoes is an American manufacturer and retailer of premium quality work boots. CHALLENGE Red Wing Shoes (RWS) leverages a 3rd party partner to handle accounts receivable collection from accounts and payments to stores. The partner was the first point of contact for issues and […]

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Manufacturing Solution: Salesforce Service Cloud + Field Service Lightning (FSL) Catalyzes Growth in Challenging Times Total Comfort is a full-service residential and commercial heating and cooling (HVAC) company. CHALLENGE Total Comfort has been a leading provider of heating and cooling services in the Twin Cities metro area for over thirty years. The HVAC company was […]

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Manufacturing Solution: Salesforce Sales Cloud Deployment Unlocks Business Potential Nystrom manufactures and sells a broad line of specialty building products to construction professionals and architects in the commercial construction industry. CHALLENGE Nystrom had enjoyed solid growth for years by selling quality products via a transaction-based sales approach. Future growth acceleration depended on 1) transitioning to […]

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