Success Story: Sales Cloud Quick Start Whirl-Pak – Medical Supply Manufacturer Whirl-Pak® is a leader in sterilized sampling and testing, delivering trusted solutions that ensure the high-integrity sampling and testing results across end-markets including food & beverage, pharmaceutical, personal care, water, and contract testing. CHALLENGE Whirl-Pak was acquired by its parent company, Filtration Group. […]
Top 6 TrailblazerDX ’23 Takeaways! The Demand Chain team came back from last week’s major event in San Francisco excited and energized by what they experienced. Here are six key items they noted: 1. De-risking Org Merges: Merging Salesforce orgs can be a daunting task. Companies frequently push off these efforts to be risk averse. […]
Success Story: Cyber Security & Automation Software Company Salesforce Proof-of-Concept Aids CRM Evaluation Client has provided software that secures IT environments, monitors, and automates processes, and provides access to information for companies for over 40 years. CHALLENGE Client had made nearly a dozen acquisitions in recent years. The main company was using Microsoft Dynamics for […]
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) […]
Case Study: Trimble Service Cloud Rebuild/Streamline Service Process Overhaul Elevates Customer Experience Trimble is a leading provider of advanced positioning technology and mobile solutions that maximize productivity and enhance profitability. Its SketchUp division sells an industry leading 3D modeling computer program used for a broad range of drawing and design applications—including architectural, interior design, industrial […]
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 […]
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: Warranty Claims via Experience Cloud Experience Cloud Delivers Major Warranty/Service Claim Benefits Client is a leading manufacturer of premium quality personal aircraft. The company has delivered an aviation experience that is the pinnacle of innovation, quality, and safety to their customers for over twenty years. CHALLENGE Client maintains service centers for its aircraft […]
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 […]
