Blog
Chatbot Applications and Considerations
Chatbots are no longer just a good-to-have technology stack but a necessity in this ever-changing and ever-demanding customer experience we deal with. Cognitive technologies, native
Case Study
Project Management, Resource Allocation, Time Logging with Salesforce
A marketing consulting company needed to have an extensive project management tool to meet the needs and structure of their current business model. They needed an easy way to initially budget their resource roles that have various cost per hour throughout the time estimated for project completion in a single view. After that they wanted to be able to allocate actual resources based on availability and easily compare to whatever was budgeted. Allocated resources should have a tool to manage their assigned work and log time in a very convenient and efficient way. While management should have all hours, budgeted, allocated, and actual, rolled up to a single view to monitor success of the project.
Case Study
Telecom Broker Ordering, Vendor Bid Management and Commission Tracking with Salesforce
This telecom provider wanted to become more efficient and gathering customer requirements for circuits and then selecting known telecom vendors who could provide the service and sending them a request for proposal and allow them to submit proposals. Then to make the process of reviewing and selecting the Vendor for the order, establishing the margin on pricing, and sending the order form for electronic signature to the customer.
Case Study
Network Asset Inventory Tracking with Salesforce
The IT department of a very large auction website with a global internal server network needed a way to track all of their internal inventory of their network including circuits, servers, etc.
Blog
De-Duplicating Salesforce Records
De-duplicating Salesforce Records is a prevalent problem we see with a lot of businesses. Many have issues with duplicate records in their Salesforce. Duplicate leads,