Success Story: Financial Services Company Salesforce Experience Cloud Portal Financial Services Company that provides wealth management services to individuals, families, business owners, and non-profit organizations. CHALLENGE Financial Services Company had a Salesforce Community portal used by financial investment managers. The portal’s foundation was a legacy code base. The client wanted to add new functionality to […]
Success Story: CPQ – Medical Education Company NurseTim CPQ Implementation + Sales Cloud Enhancement Sets Stage for Growth NurseTim partners with schools, organizations, and nursing programs to provide training and consulting in the use of E-learning and instructional design for administrators, trainers, faculty, and other instructional specialists. Specific services include faculty development, strategic planning, research, […]
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. […]
