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I help companies achieve desired outcomes by consistently delivering on branding and marketing initiatives, creative projects, and campaigns

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, […]

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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 […]

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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: Heating & Cooling Company   Solution: Salesforce Service Cloud & Field Service Lightning Deployment   Need: A full service residential and commercial heating and cooling company that has been serving the Twin Cities area for over 30 years had purchased Salesforce previously and was not fully “spun up” on the relevant licenses, products, […]

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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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