Automatic Payment Solution with Chargent

Goal/Problem: A Dental Imaging Technology company needed an automated Quote-to-Cash solution. The previous system was very labor intensive and forced them to keep sensitive credit card information in their Salesforce org to be manually charged by their Accounts...

Inventory and Equipment Tracking

Goal/Problem: A spray foam insulation provider needed to track it’s available inventory as well as all the inventory partly consumed on it’s trucks. Equipment for each job needed a better tracking system since ladders and other equipment kept getting misplaced or...

Call Center Metrics and Commission Tracking

Goal/Problem: Track sales, renewals and returns resulting from call center activities as well as ROI and commission across multiple sales campaigns. Commission plans differed between agents and needed to be customizable. Lastly, all the sales data needed to be synced...

Real Estate Fund Tracking and Investor Statements

Goal/Problem: Take a manual reporting process and automate it so that investors receive auto-generated statements on their investments when adjustments are made by the firm. Solution: We implemented custom objects to track funds, investments, and the flow of capital...

Commercial Real Estate Pipeline Management

A commercial real estate firm and long time Salesforce customer self-implemented their instance and was looking to utilize it more thoroughly. Reporting was difficult since data was stored all on the Account level. They also needed an easy way to send out mass emails to clients based on NYC city blocks.