Drive Revenue and Forecast Accurately with Salesforce’s Inspection Pipeline Salesforce’s Pipeline Inspection is now available for Enterprise Editions. This powerful feature provides your sales team with a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, close date predictions, and account activity, helping you make informed decisions and drive revenue more effectively. By […]
Demand Chain Welcomes Greg Bollinger as Account Director – Strategic Accounts Demand Chain is pleased to announce that Greg Bollinger has joined us in the role of Account Director – Strategic Accounts. Greg assumes responsibility for prospecting for, engaging with, and growing Demand Chain’s enterprise level accounts. Greg joins us from Salesforce, where he […]
With economic uncertainty looming for 2023, there’s a natural tendency to keep a tight rein on expenses, deferring “nice-to-have” business improvement projects until factors look more favorable. Yet, we’ve found many of our more successful manufacturing clients are increasing their Salesforce investment. Their reasoning is that focusing on foundational improvements that truly deliver value will […]
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. […]
Salesforce Spring ’23 Release Dates & Info Salesforce’s Spring 2023 release is right around the corner—time to get ready! Here are key dates to be aware of leading into the upcoming release: Pre-Release Org Sign Up (12/15/22) – get a sneak preview of Spring ‘23 functionality prior to Sandbox releases Spring ’23 Release Notes (12/21/22) […]
Success Story: Org Health Check Delivers Major Benefits Org Analysis Delivers Actionable Improvement Roadmap Client is an accredited online university dedicated to providing an exceptional, professionally aligned education. CHALLENGE Client had employed a series of Salesforce admins over the prior five years. Policies, procedures, and approach were not documented or standardized. The resulting Salesforce Org […]
Success Story: Service Cloud Redeployment Service Cloud Redeployment Delivers Value Client is a leading provider of advanced positioning technology and mobile solutions that maximize productivity and enhance profitability. It has a division that sells an industry leading 3D modeling computer program used for a broad range of drawing and design applications—including architectural, interior design, industrial […]
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 […]
Ready for Salesforce’s MFA Deadline? We can help! Salesforce MFA Deadline is 2/1/22 – Are You Ready? Have you seen the emails about the upcoming Salesforce deadline around Multi-Factor Authentication (MFA)? We have been working with our customers to ensure they’re secure, trained, and deployed before February 1st. What’s Changing? For years, nearly all Salesforce […]
