Preferred Healthcare encountered operational inefficiencies stemming from their existing Salesforce application, hindering their ability to efficiently manage staffing operations. Their ability to track critical information hampered their ability to ensure data integrity and streamline their data entry process.
The client required a revamp to their Sales Cloud solution, including the addition of client success metrics and the tracking of cases from creation to conclusion. The client needed the ability to have emails sent by clients requesting assistance lead to the creation of actionable Cases in Salesforce.
At the time of engagement, Everdry’s system was managed on paper and was in need of a digital makeover in Salesforce. The Salesforce implementation had to precisely mirror their existing process and automate areas where possible. This was critical in order to evolve their operations and improve their ability to drive leads to closure.
Dynamic Homes had access to a deluge of useful information, valuable data points and a myriad of actionable data. While this may not seem like a problem in and of itself, data is only as good as the ability to organize and access it. This is where Dynamic Homes sought to leverage a partnership with Caddie Inc.
Logical Media Group had structured much of their reporting around an application that was no longer providing them with the breadth of service that their business required. Merely decoupling with the application would cost the company valuable reporting resources...
11 Million Acres encountered challenges in effectively utilizing Salesforce to model their complex and highly modular business operations. Though they had built a suite of offerings that greatly simplified solutions for their customers...
The Pittsburgh Group was suffering from success. Their current methods of managing their highly customized payables cycle for vendors and commissions created challenges for the scalability within their Data Management framework...
