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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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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Success Story: Harris – Leading National Mechanical Contractor Salesforce Implementation Delivers Enterprise Sales Potential Harris is a leading national mechanical contractor specializing in design and engineering, construction, controls, service, manufacturing, conveyors, and end-to-end building systems. Projects range from stadiums to manufacturing facilities, power plant to hospitals, concert halls to classrooms. CHALLENGE Harris’ objective was to […]

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Ready for Salesforce’s MFA Deadline? We can help! Salesforce MFA Deadline is 2/1/22 – Are You Ready? Have you seen the emails about the upcoming Salesforce deadline around Multi-Factor Authentication (MFA)?  We have been working with our customers to ensure they’re secure, trained, and deployed before February 1st. What’s Changing? For years, nearly all Salesforce […]

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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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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: MN Housing Finance Agency State finance agency leverages Salesforce to slash application submission and review time. Minnesota Housing Finance Agency is the state’s housing finance agency. For more than 40 years, they’ve worked to provide access to safe, decent, and affordable housing and to build stronger communities across the state of Minnesota. CHALLENGE […]

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