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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How Manufacturers Are Generating More Quotes, Winning More Business With Salesforce CPQ For sales departments within midsize manufacturing companies, day-to-day business is a constant hustle of responding to customers needing quick quotes or proposals and navigating siloed, legacy systems to obtain accurate pricing, production and shipping information. Manufacturers that rely on traditional quoting and pricing […]

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See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]

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TIP #5: Recognize Your Team’s Heroic Efforts   Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]

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TIP #2: Unify Your Remote Team with Dashboards  Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]

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Salesforce DX What is it and how do I prepare for it? Salesforce DX, arguably the largest development to come out of the developer keynote at Dreamforce ’16, will change the way we developer applications within the Salesforce platform and the App cloud. Dubbed as “Continuous Development for Salesforce apps”, Salesforce DX consists of several […]

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