See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]
TIP #7: Quickly Add Capabilities with AppExchange 8 Plug-and-Play App solutions for Your Remote Workforce Tip #7: Expand your core with AppExchange. Transitioning to a remote workforce can create challenges with tasks ranging from new employee onboarding to project management and coordination. Building out new capabilities and processes for these can be expensive and time […]
TIP #6: Implement Single Sign On (SSO) Improve Security and Protect Your Data! Tip #6: Implement Single Sign On (SSO).With the recent shift to a fully remote work environment, properly securing your data and information is more important and complex than ever. Thankfully your Salesforce platform was designed from the ground-up to support remote workers, […]
TIP #5: Recognize Your Team’s Heroic Efforts Celebrate Success Using Salesforce! Tip #5: Recognize your heroes. Our current chaotic environment creates daily opportunities for individuals on your team to go beyond expectations to meet the needs of customers (or fellow teammates). Yet, with everyone working remotely, much of this effort could go unnoticed. Plus, there […]
TIP #2: Unify Your Remote Team with Dashboards Keep everyone on the same page! Tip #2 Dashboards: Team alignment is critical for business success, but it can be easily disrupted. Quickly transitioning teams from an office to working remotely can be disruptive, making it difficult to keep everyone focused on what matters. Fortunately, Salesforce Dashboards […]
Case Study: Consumer Research Company Solution: Salesforce App Cloud & Salesforce Sales Cloud Research and testing company specializing in food based products. The organization works with mid to large consumer food producers to provide essential insight using consumer research. Need: A local consumer research company was experiencing slow growth due to non-scalable technology (Cold Fusion, […]
Case Study: Lubrication Technologies Manufacturing Solution: Salesforce Sales Cloud Lubrication Technologies, Inc. (Lube-Tech) is an innovative lubricants company offering a broad product portfolio of lubricants, energy solutions, and services. A successful multi-focused organization constantly improving lubrication and energy solutions for their customer, and industry. Need: The inside and outside sales teams needed effective information sharing. […]
Case Study: Yearbook, Memorabilia, and Rings Solution: Salesforce Service Cloud A well-known and established market leader in the graduation jewelry and school yearbook markets. The enterprise deployed Salesforce to strengthen their technology solutions and centralize their operations around a robust, scalable platform. Need: The enterprise was experiencing process duplication that required an expensive reporting process to […]
Case Study: Industrial Turf Equipment Manufacturing Solution: Salesforce Service Cloud Global provider of innovative turf, landscape, rental and construction equipment, and irrigation and outdoor lighting solutions. Need: The service team at an industrial turf equipment and irrigation systems manufacturer was operating with decentralized customer information and a limited ability to track requests. The team had […]
Case Study: Global water, hygiene and energy technologies Solution: Salesforce Sales Cloud A premiere supplier of water, hygiene and energy technologies and services across the globe. Need: Despite a strong global presence in the marketplace this company lacked a global view of sales potential. Corporate account management teams and outside field sales and service teams […]
