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, […]

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Case Study: MN Housing Finance Agency (MHFA) Solution: Salesforce Community Cloud Minnesota Housing Finance Agency (MHFA) is the state’s housing finance agency. For more than forty years MHFA has worked to provide access to safe, decent and affordable housing and to build stronger communities across the state of Minnesota. Need: The MHFA application for funding submission process […]

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Case Study: Lubrication Technologies 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. Teams […]

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Case Study: Yearbook, Memorabilia, and Rings Solution: Salesforce Service Cloud A well known and established market leader in the graduation jewelry and school year book 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 […]

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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 […]

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Advanced Flow Tips and Tricks Salesforce Tips & Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their […]

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KISSing for Better Solutions Salesforce As defined on Wikipedia, “KISS is an acronym for ‘Keep It Simple, Silly’ and states that most systems work best if they are kept simple rather than made complicated; therefore simplicity should be a key goal in design and unnecessary complexity should be avoided.” One of the many situations we […]

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Professional & Enterprise Salesforce Professional and Enterprise Editions Congratulations! You just made the decision to utilize Salesforce as your company’s customer relationship management (CRM) platform! Now you are presented with the daunting task of trying to determine which edition is the best fit. Salesforce is an extremely flexible platform, not just in terms of functionality, but […]

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Options for Pricing Flexibility Salesforce Pricing There are a number of tools that Salesforce offers regarding pricing flexibility that you can grant to (or rescind from) users when determining a price. Default price per product Master line item: Every product defined in your product master has a “Standard Price” defined that will default into new product line […]

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Case Study: Shavlik Technologies Solution: Salesforce Sales Cloud How to listen to the wisdom of the crowd with a Service Cloud online customer community. Shavlik Technologies, LLC is the market leader in the simplification of complex enterprise network configuration, compliance and security issues. Over 10,000 customers worldwide trust Shavlik to help keep their networks secure […]

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