Nonprofit Supporting Survivors of Human Trafficking Gains New Clarity from Salesforce Implementation

Supporting Survivors of Human Tafficking

An East Coast-based nonprofit organization tracked all their interactions with donors and people in need using an antiquated web page, which made reporting nearly impossible. They also needed a better way to track employee hours, volunteer hours, and services provided to those in need. Finally, they needed a way to gain visibility into how to improve their services. Our team volunteered to customize the Salesforce Nonprofit Success Pack to better suit the needs of the nonprofit. We provided a comprehensive reporting system, time tracking with approvals and a way to show how they support their clients over the years with … Read More

Enabling University Students to Share Experiences From Outside the Classroom

How do you help students share their experiences

Universities strive to build strong connections with every student and deliver an unparalleled education that combines classroom learning with real-world experiences and self-discovery. Our client, a top 50 liberal arts university, embarked on a project to meet this need with a new hybrid program. Their plan was to use Salesforce to track the many interactions that students had with mentors and faculty, as well as to provide a platform for reflecting on experiences and opportunities that happened outside the classroom. Efforts prior to our involvement resulted in fundamental challenges, including difficult navigation, limited reporting capabilities, and a lack of alignment … Read More

Monitoring Employee Productivity and Welfare

reporting on employee well-being

During normal operations, a mid-sized consulting firm needs to track and report on several different parameters regarding their employees. The disparate data on employees reside in several different systems, making access, and review a time-consuming process. As the COVID-19 event unfolds, the company’s managers find themselves needing more data points for evaluating and monitoring employee productivity, morale, and efficiency. Several new fields are added to the various systems, many of which will remain after the pandemic is resolved. While this provided useful data points, it exacerbated the challenge of having multiple systems. Using a tool that we created, our team … Read More

Creating Useful Reports by Combining Salesforce and Financial Data

We can help combine your separate data

Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More

Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health

Get Salesforce working better for you

Problem Solved: short stories about helping our customers solve their IT challenges. A US healthcare data service provider manages multiple vendors in their Salesforce system, requiring cross-departmental coordination. Any delays negatively impact the company’s operations. Due to conflicts between departments, the Salesforce application did not have one consistent business process. Approvals for new vendors were not directed to the right people, and the status of these approvals was not effectively managed, tracked, or communicated. This wasted valuable time. Our team designed and implemented a single streamlined process using out-of-the-box Salesforce automation tools, including, visual flows, approval processes, email alerts, and … Read More

Quote to Cash (Q2C): 3 Ways to Move Your Business Forward

move your business forward with Q2C

Quote to Cash (Q2C) touches multiple business departments and potential multiple technologies. Businesses that are looking for ways to support current state and growth are hungry for the solutions for their Q2C challenges. We believe that by partnering with a strategic partner who is willing to help you define your current state, tie your Q2C goals to business objectives, and measure ROI, you can seamlessly move your business forward in your Q2C journey. Define Q2C Current State Finding the solutions for your Q2C challenges is going to require looking at the process, product, people, and technology. It is important for … Read More

New to Salesforce? The Ups and Downs of Chasing Certifications

Chasing Salesforce Certificates

Salesforce professionals will tell you the importance of obtaining and keeping certifications. Certifications demonstrate a set of skills and knowledge that are valuable to peers or potential employers. For an organization, the process of obtaining and maintaining certifications ensures that the holder understands best practices and is up to date with changes to the platform. In short, a certification should demonstrate that the holder has a true grasp of the subject material. However, that is not always the case. The single-minded pursuit of certifications puts the focus on passing a test; often, the knowledge gained doesn’t translate into functional knowledge … Read More

Sharing Salesforce: Be a Multiplier

Thinking about sharing Salesforce with someone who is looking to “skill up for the jobs of the future”? Join in the Be A Multiplier movement. It is a great way to pay it forward, to blaze a trail for others to follow! Think about how you got your start in Salesforce. Likely, there was someone who had your back, encouraging you every step of the way. They were a Multiplier, willing to teach and reach others. You see, when you love what you do, people can tell. You’ll be telling everyone about it – even if you don’t realize it! … Read More