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 #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 […]

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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: National Insurance Company Solution: Salesforce Platform & Community Cloud Case Study for a private mutual insurance company with 100+ years of experience serving policyholders’ property-and-casualty insurance needs. Need: A National Insurance Company with 500+ employees using Salesforce that was heavily invested in the Salesforce Platform across the entire organization, however their customer portal […]

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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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