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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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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