Our Healthcare IT client provides infusion pumps for cancer and pain management treatments. The engagement began by defining processes for new product offerings while streamlining existing product offerings and reducing the total footprint of systems. With the capability of Salesforce SalesCloud and Force.com development we created interfaces with legacy systems to allow Salesforce to [...]
Financial Services
Financial Services
Brian Hattaway 2017-09-13T19:01:14+00:00This well-known national wealth advisory firm desired to re-platform their Salesforce instance from a legacy force.com application to a flexible Lightning instance. We worked with the firm to design a streamlined workflow, taking advantage of new Lightning features. With significant Lightning development and major data conversion activities we built a seamless platform transition.
Smart Government
Government
Brian Hattaway 2017-09-13T19:01:41+00:00The economic development team of a major Midwest metro needed a system to manage business development and builder incentive activity and key in on financial and workforce ROI. Using Sales Cloud with Checklist on the AppExchange we enabled visibility to both city and EDC resources. Future plans will add geo-mapping for graphic view of the investment map [...]
Advertising Agency
Advertising
Brian Hattaway 2017-09-13T19:01:58+00:00This large advertising agency was not only seeking a new way to pursue business - They wanted to break the mold. Through a partner, ProCore aligned their new instance of salesforce.com with their processes to enable greater transparency in their funnel, as well as improve their sales cycle time. Since installation, their funnel and sales [...]