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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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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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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Case Study: Specialty Chemical Company R&D Group Fast-Tracks Request Submission and Approval Client produces and sells specialty chemical products. CHALLENGE Our client’s R&D group is responsible for developing custom chemical formulations and products to meet its client’s needs.  When a new product/formulation is needed, Sales would submit a Request to R&D.  In the prior process, […]

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Case Study: John Ryan Fast CPQ Proof-of-Concept Demonstrates Potential John Ryan is a marketing agency that designs and deploys retail store messaging systems.  It operates digital signage networks in the U.S. and also offers application of multimedia and interactive technology to point-of-sale marketing. CHALLENGE A customer of John Ryan’s requested the ability to provide their […]

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Clearscape Outdoor Services – CPQ & Scheduling Service company’s Salesforce CPQ implementation delivers immediate results; enables future growth Clearscape Outdoor Services provides lawn, snow, landscaping, irrigation, and tree care services for apartments buildings, residential properties, commercial properties, and homeowners associations. CHALLENGE Clearscape Outdoor Services has grown rapidly in recent years. New ownership planned for rapid […]

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Manufacturing Solution: Creative Case Resolution Delivers Better Customer Experience Red Wing Shoes is an American manufacturer and retailer of premium quality work boots. CHALLENGE Red Wing Shoes (RWS) leverages a 3rd party partner to handle accounts receivable collection from accounts and payments to stores. The partner was the first point of contact for issues and […]

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Case Study: Kraus-Anderson Solution: Salesforce / EPIC Integration Kraus-Anderson, Inc. (KAI) is an integrated construction management and real estate enterprise working independently and in collaboration with a family of companies including insurance and financing operations. Need: Kraus-Anderson had been using Salesforce as an Opportunity / Customer Relationship Management (CRM) tool for their sales team and […]

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Case Study: Central 1 Solution: Lightning Service Cloud Deployment Central 1 is the central financial facility and trade association for the British Columbia (B.C) and Ontario credit union systems. Central 1 represents a consumer-oriented, full-service retail financial system that serves 3.3 million members and holds $116 billion in assets and is owned primarily by its […]

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Case Study: CASES Solution: Salesforce Sales Cloud Center for Alternative Sentencing and Employment Services (CASES) The mission of CASES is to increase public safety through innovative services that reduce crime and incarceration, improve behavioral health, promote recovery and rehabilitation, and create opportunities for success in the community.  Need: CASES was looking for a team to […]

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