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 […]

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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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TrailblazerDX 2022 Demand Chain’s team of experts were out at TrailblazerDX (TDX22)—Salesforce’s premier annual developer event in San Francisco last week.  It was great to be back experiencing the Ohana live and in-person again!  Here are some of the top findings our team shared back with us:  1.  Mulesoft Mountain Mulesoft Anypoint Solution: “I knew […]

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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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