Success Story: Sales Cloud Quick Start Whirl-Pak – Medical Supply Manufacturer Whirl-Pak® is a leader in sterilized sampling and testing, delivering trusted solutions that ensure the high-integrity sampling and testing results across end-markets including food & beverage, pharmaceutical, personal care, water, and contract testing. CHALLENGE Whirl-Pak was acquired by its parent company, Filtration Group. […]
Success Story: Facility Services Company Advisory Services + CPQ Proof-of-Concept Provide Implementation Roadmap Client is a large Minnesota-based facility services company in the areas of Cleaning, Security and Mechanical, offering services throughout the United States. CHALLENGE Client had been utilizing complex, internally developed Excel spreadsheets to execute their pricing/planning. The solution, while sophisticated, was labor-intensive. […]
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. […]
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 […]
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 […]
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 […]
TIP #4: Enable Team Collaboration with Quip Get Your Remote Team Up To Speed Quickly! Tip #4: Enable Team Collaboration with Quip. Get your remote team up to speed quickly with a single source of truth! Quip embeds real-time collaborative documents inside Salesforce to quickly get your teams in sync and help them communicate within […]
TIP #3: Track Team Engagement with Salesforce Powerful Tool for Keeping a Pulse on Employee Morale! Tip #3: Keep a pulse on the mood and engagement level of the team. A shift to working remotely can be disruptive for employees. With fewer face-to-face interactions, managers often find it difficult to gauge how their team is […]
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 […]
TIP #1: Activate a Chatter Group Don’t miss the potential of group think! Tip #1 Chatter: Salesforce Chatter helps centralize information and updates on what your entire team is doing – enabling employees to respond to new updates on critical topics. Insight: Sometimes the most obvious things are right in front of us. Consider activating […]
