5 Key Considerations CPQ (Configure, Price, Quote) is a centralized error free, automated platform for configuring, pricing, and quoting products for companies selling products or services.  Implementing CPQ can deliver enormous benefits—here are five considerations to help you assess whether you need CPQ and how to set yourself up for a successful CPQ implementation. Signs […]

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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 […]

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Success Story: Lightning Conversion for Document Generation Client is a division of a large, multi-national company.  This division provides hospitals with solutions for hygiene, sterilization, and cleaning protocols.  CHALLENGE When client’s field service reps conducted customer site visits, they logged the products used, products ordered, and services performed in Salesforce.  Conga, a third-party document creation […]

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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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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 […]

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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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Functionality Spotlight: Increase Customer Engagement with App Push Notifications Out of Salesforce Consumer Research Organization client helps consumer packaged goods companies with capturing consumer insights and feedback on existing products and new concepts.  CHALLENGE Client recruits consumers to test and evaluate food products. Once consumers have been qualified and opted-in, client communicates with participants to […]

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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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