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 […]

Read More

Enhanced Salesforce Implementation Unlocks Sales Potential Success Story: Manufacturing, Cleaning Products Sterilex is an industry leader in developing innovative, award-winning solutions for microbial control.  It markets a line of proprietary biocides, disinfectants and diagnostic tools that are used in applications such as food and beverage protection, animal health, and water treatment. CHALLENGE Sterilex had purchased […]

Read More

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 […]

Read More

Healthcare & Life Sciences Solution Migration of Homegrown Solution to Salesforce Adds to 360 Degree Customer View Client helps pharmaceutical and biotech companies develop prescription drugs. In addition to providing testing services directly, client manages an extensive network of approved testing partners through its internally developed system. CHALLENGE Over the past five years an individual […]

Read More

Clearscape Outdoor Services – CPQ & Scheduling Service company’s Salesforce CPQ implementation delivers immediate results; enables future growth Clearscape Outdoor Services provides lawn, snow, landscaping, irrigation, and tree care services for apartments buildings, residential properties, commercial properties, and homeowners associations. CHALLENGE Clearscape Outdoor Services has grown rapidly in recent years. New ownership planned for rapid […]

Read More

See related records in one interactive timeline with Time Warp! We recently implemented an interesting and powerful visualization app on our Salesforce instance called Time Warp. Time Warp provides a visual, interactive timeline of records, including Leads, Accounts, Contacts, Cases, Assets and any custom objects. The highly intuitive interface provides an excellent 360-degree view into […]

Read More

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, […]

Read More

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 […]

Read More