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 […]
Save Time on Orders – Use a Custom Lightning Component to add/edit Products on Order Object/Sales Quote Like most manufacturers, your company likely has a complex and evolving catalog containing thousands of products. What’s more, you’ve likely added custom product fields beyond the fields native within Salesforce. Challenges When companies add or edit products on […]
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 #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
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 #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 […]
Case Study: Central 1 Solution: Lightning Service Cloud Deployment Central 1 is the central financial facility and trade association for the British Columbia (B.C) and Ontario credit union systems. Central 1 represents a consumer-oriented, full-service retail financial system that serves 3.3 million members and holds $116 billion in assets and is owned primarily by its […]
Case Study: National Insurance Company Solution: Salesforce Platform & Community Cloud Case Study for a private mutual insurance company with 100+ years of experience serving policyholders’ property-and-casualty insurance needs. Need: A National Insurance Company with 500+ employees using Salesforce that was heavily invested in the Salesforce Platform across the entire organization, however their customer portal […]
CASE STUDY: myON Solution: Salesforce Lightning and Pardot Launched in 2011, myON is the fastest-growing digital literacy company for the K–12 education market. More than 7.5 million students have access to myON throughout 49 states and 20 countries worldwide. myON offers unlimited reading in a curated library of more than 13,000 digital books dynamically matched […]
Case Study: Industry Integrity Organization Solution: Salesforce Community Cloud Industry Integrity Organization’s ensure regulated businesses can compete fairly, marketplaces can remain free from fraud, customers receive fair treatment, and businesses operating in specific industries can conduct their affairs with honesty and integrity. Need: The organization needed: To update their paper based application process for regulated […]
