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 […]

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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 […]

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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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Capture Net Promoter Score (NPS) in Salesforce Interested in capturing your company’s Net Promoter Score through Salesforce? Your company gets enormous value from capturing a 360-degree view of customers in Salesforce.  Why not capture your Net Promoter Score in Salesforce as well? There are some great options for executing natively in Salesforce. The biggest driver […]

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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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Sales Organization Transformed via Sales Cloud AVI Systems provides audiovisual and collaboration and digital media solutions for corporate clients through the integration of human impact, systems, and technology to achieve better outcomes. CHALLENGE AVI Systems’ ERP system provided solid insights into new opportunities but lacked tracking and visibility into sales activities and leads prior to that […]

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