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‍MSA achieved their goal of:

• Driving progress towards its revenue + profitability goals
• Delivering differentiated customer services
• Driving progress towards its revenue + profitability goals

‍STRATO achieved their goal of:

• More efficiently tracking customers, deals, and interactions - thus enabling better relationship management and sales outreach
• Using data from meaningful reports and dashboards to guide strategic planning and decision-making
• Operate confidently, knowing the company’s data is reliable and protected by a robust security model
• Drive user adoption by rolling out a user-friendly CRM solution

‍PTR achieved their goal of:

• Being able to cross-sell quickly and collaborate with customer content in view
• Categorizing leads by Business Unit and transfer to relevant staff
• Automating reporting for additional visibility into the sales process

‍M. H. Eby achieved their goal of:

• Productively track sales with a standardized sales process
• Provide executives with accurate, real-time reporting
• Analyze data when commercial targets are achieved or missed

‍TNTX achieved their goal of:

• Employees can access and update customer information from anywhere
• Sales leaders can review + make decisions based on real-time team performance
• TNTX can preserve institutional knowledge

‍Dealership (Anonymous)

‍One of our customers in the automotive space achieved their goal of:

• Create a simplified sales process to help drive alignment between the company and its recent acquisition
• Reduce time spent entering new territory into the system
• Enhance functionality from previous iteration of Salesforce

‍Van Horn, Metz & Co. achieved their goal of:

• Queue and assign new leads within Salesforce, then track progress and outcomes using Salesforce reports
• Enforce opportunity process adherence and ensure data completion
• Better manage samples-in-progress by automatically assigning follow-up tasks to designated service reps
• Use standard Salesforce functionality to quote from a given opportunity and if applicable, add tie-based prices. PDFs can be generated from Salesforce and sent directly to customers with Salesforce Inbox

‍Barrett Distribution achieved their goal of:

• Solidifying Slack as its dedicated collaboration platform
• Driving efficiency and enabling more production cross-functional teamwork
• Maximizing user adoption and driving ROI on its Slack/Service Investment

‍Distributor

One of our customers in distribution achieved their goal of:

• Managing the entire customer lifecycle process - from contact to lead to customer - in one platform
• Collecting data and reports on invoices, orders, and railcar/shipment events
• Standardizing the quoting process + quote reporting
• More efficiently segmenting + marketing to leads, prospects and customers

‍Energy Provider

One of our customers in energy and utilities achieved their goal of:

• Identifying unpaid accounts
• Emphasizing the importance of addressing aging debts
• Incentivizing customers to reach a repayment agreement
• Driving repayment within its delinquent customer base

‍Energy Distributor

One of our customers in energy distribution achieved their goal of:

• Obtaining a 360-degree view of customers and vendors
• Equipping sales reps with the ability to secure and maximize the conversion potential of every lead
• Leveraging prediction models to support right-sizing collaborative forecasting

‍Energy Distributor

One of our customers in energy distribution achieved their goal of:

• Creating email and social drip campaigns, leveraging partner content to generate leads, and converting “price-seekers” into customers
• Setting targets flexibly by including variables like sales, account, vendor, product category, and industry
• Leveraging deep analytics to identify patterns in sales activity, track KPIs, and drive goals

‍IPSY achieved their goal of:

• Managing the pipeline of incoming product submissions for higher performance
• Communicating standardized instructions to brands on submitting product applications
• Sustainably scale business operations while automating important processes like status updates

‍Orgill achieved their goal of:

• Capturing, organizing, and accessing client data in real time through a single platform
• Remotely surfacing + updating client information
• Facilitate seamless team collaboration with accurate, always up-to-date data

‍Retailer & Manufacturer

One of our customers in retail & manufacturing achieved their goal of:

• Efficiently collaborating with its external sales team
• Leveraging Salesforce to facilitate real-time data reporting
• Queue automated notifications & actions ahead of contract expirations/renewals

‍C&N achieved their goal of:

• Reducing customer account opening times to three minutes
• Accelerating business account opening times to 19 minutes
• Cutting manual work on new accounts from 30 minutes to <5

‍Kitsap Credit Union achieved their goal of:

• Significantly accelerating time-to-resolution on service cases
• Reducing inefficient swivel-chairing between systems
• Simplifying case structures to make serving customers more intuitive for employees and new hires

Steinbach Credit Union achieved their goal of creating a 360° member view to:

• Obtain a comprehensive understanding of its members
• Build stronger connections with customers
• Deliver personalized experiences that satisfy and retain members

Anonymous Insurance Brokerage

One of our customers in insurance achieved their goal of:

• A scalable Salesforce foundation equipped with automation and workflows that will drive operational efficiency and deliver exception member experiences
• A highly configurable, low code solution that supports quoting, rating, underwriting, document generation, billing/invoicing, renewals management, reporting, and digital self service
• The ability to launch programs and products for multiple lines of business within 60-90 days

Anonymous Insurance Brokerage

One of our customers in insurance achieved their goal of:

• Successfully bringing a new wellness product to the market
• Establishing a scalable platform that accelerates new channel partner onboarding
• Driving customer growth via an optimized digital experience
• Increasing efficiency, reduce service load, and boost satisfaction by encouraging policyholders to use a self-service portal instead of snail mail
• Accelerating time-to-value by using reusable Salesforce assets (such as Portal FlexCards, APIs, Products, and Flows)

‍NJEA achieved their goal of:

• Reimagining their membership lifecycle process
• Blueprinting their future Salesforce architecture
• Identifying areas where the organization can continue to drive growth in future transformation phases

Shippensburg University achieved their goal of:

• Enacting more flexibility, personalization, and customization in their alumni connections strategy
• Employing automation to cut back on hours of excessive manual tasks and spreadsheets
• Acting on data insights to plan events and connect with alumni as institutional strategies evolve and drive new initiatives

‍CARE achieved their goal of:

• Advancing its mission of lifting communities out of poverty by providing financial support to aspiring entrepreneurs
• Enabling FSPs to upload loan information directly to Care Australia’s microlending platform
• Allowing individual borrowers/lenders to engage in microlending via a convenient and intuitive self-service portal
• Realizing its plans for building a microfinance platform within its designated timeline and budget

Big Brothers Big Sisters of St. Thomas-Elgin achieved their goal of:

• Building stronger relationships and increase engagement
• Increasing donor retention and value
• Enhancing event success and partnerships
• Empowering staff and organizational efficiency

ORCID achieved their goal of:

• Improving efficiency for staff and members
• Reducing technical debtIncreasing system scalability to support future growth
• Enhancing system flexibility