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 […]

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Success Story: Org Health Check Delivers Major Benefits Org Analysis Delivers Actionable Improvement Roadmap Client is an accredited online university dedicated to providing an exceptional, professionally aligned education. CHALLENGE Client had employed a series of Salesforce admins over the prior five years.  Policies, procedures, and approach were not documented or standardized.  The resulting Salesforce Org […]

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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 […]

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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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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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