SUCCESS STORIES
Here’s some of our selected works we’re proud of.
Explore how we helped our clients migrate and unite their data, streamline their communications, serve their customers, and conquer a variety of operational challenges.
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Financial Services
Optimizing Sales and Client Services
Sales Cloud
Attain needed more advanced Salesforce features implemented to enhance its views of its sales and financial data, as well as automation in assigning client services managers.
Migrating and Cleaning Client Data in Wealth Management
Financial Services Cloud
SageView needed to establish their own Financial Services Cloud organization to accommodate new wealth advisors, including an accurate data migration of their previous clients from Capital One.
From Excel to CPQ to Improved Data Integrity
CPQ
GovInvest was outgrowing Google Sheets and needed a solution that could keep up with its complex pricing model. CPQ turned out to be the right match, establishing a more scalable foundation.
Streamlining the Employee Experience for Financial Advisors
Sales Cloud
We helped one of the country’s largest credit union synchronize their Salesforce operations with external communication and other wealth management tools, resulting in more personalized, easily managed client appointments.
Unifying and Automating Portfolio Performance Reports
Experience Cloud
Our quantitative asset management client’s process for generating and sending portfolio performance reports was scattered across a variety of systems and wasn’t scalable. We created an Experience Cloud that combined everything they needed for these reports and automated repetitive processes.
Building More Engaged Relationships in Wealth Management
Financial Services Cloud
We helped Northwest SCS install and set up their LPL Financial managed package, enabling them to use LPL ClientWorks, a platform that enhances relationship-building for financial advisors by providing intelligence on asset distribution and market alerts.
Monetizing Trailhead with a Trading Education Platform
myTrailhead
We helped our stock trading education platform client finish their botched, incomplete Salesforce implementation, then established a foundation to launch a training academy that several clients had been waiting on for months.
How to Automatically Capture Leads in Real Estate Investing
Sales Cloud
Our real estate client was looking to migrate their investor contacts from another CRM, Hubspot, to Salesforce. We migrated their data, then built a flow that captured and stored leads from data submitted by their website visitors.
Transportation & Logistics
Handling Data With the Caution of Transporting Fragile Goods
Sales Cloud
As their business grew, FragilePAK needed to manage their operations on Salesforce rather than Google Sheets. We successfully transferred their data and set up automated processes to update client data.
Building Faster Transportation, But For Customer Emails
Service Cloud
Our client in the cargo transportation industry needed Service Cloud configured for additional email sending capabilities, as well as implementing careful, precise rules on who could access this function.
Helping Customer Service Take Flight Together
Service Cloud
When our aviation client recognized the need to enhance communication within their dispatch teams, we implemented a Service Cloud configuration that better facilitated collaborative progress tracking.
Charging Up a Custom Project Management Portal
Experience Cloud
EVCS needed a more scalable, reliable platform to support its growing operations distributing more vehicle chargers across the country. We set up a portal for them to track project statuses more easily than ever.
Hospitality
Finishing an Incomplete Implementation
Sales Cloud, CPQ
Handling Increasing Demands for Expensive Wine Trips
Sales Cloud
When Monserate found themselves growing in popularity, they needed a better way to unite their financial management and event bookings. Our work helped improve financial transparency and built a scalable foundation for event management to accommodate higher booking volumes.
