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: myON Solution: Salesforce Lightning and Pardot Launched in 2011, myON is the fastest-growing digital literacy company for the K–12 education market. More than 7.5 million students have access to myON throughout 49 states and 20 countries worldwide. myON offers unlimited reading in a curated library of more than 13,000 digital books dynamically matched […]

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Case Study: Industry Integrity Organization Solution: Salesforce Community Cloud Industry Integrity Organization’s ensure regulated businesses can compete fairly, marketplaces can remain free from fraud, customers receive fair treatment, and businesses operating in specific industries can conduct their affairs with honesty and integrity. Need: The organization needed: To update their paper based application process for regulated […]

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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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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: Industrial Turf Equipment Solution: Salesforce Service Cloud Global provider of innovative turf, landscape, rental and construction equipment, and irrigation and outdoor lighting solutions. Need: The service team at an industrial turf equipment and irrigation systems manufacturer was operating with decentralized customer information and a limited ability to track requests. The team had leveraged […]

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Save Time with Native Salesforce Tools Salesforce Administrators usually wear many hats and at times it can be hard to gain traction. Here are a few quick tips to help check things off the to-do list faster. Login as any user If you haven’t already, look into enabling “Login as any User” from the setup […]

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Data Dirty Dozen How to Mitigate CRM Data Quality Difficulties & Deficiencies As mentioned in a previous post CRM: An Introspective, the value of a CRM platform is dependent on successfully managing the quality of data put into it. Attempting to sell, market or serve a client with a baseline of bad data is an uphill battle. […]

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Lightning Design System Salesforce Developers: Get Your Creative On! Throughout the years I’ve worked on my share of programmatic solutions ranging from internal time card applications, processing and streaming presentations, high throughput and robust middleware integrations as well as high profile community oriented sites.  The common denominator of those projects? Loathing the fact of having […]

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Integration Considerations for Every CRM Implementation Salesforce Integration/Implementation To get the most out of a Salesforce implementation, integrating it with backend systems is often necessary. Numerous tools are available to assist with the transfer of data between Salesforce and other systems, and they all have their pros and cons.  Regardless of the tool, an integration […]

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