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Case Study: Lubrication Technologies Lubrication Technologies, Inc. (Lube-Tech) is an innovative lubricants company offering a broad product portfolio of lubricants, energy solutions, and services. A successful multi-focused organization constantly improving lubrication and energy solutions for their customer, and industry. Need: The inside and outside sales teams needed effective information sharing. Teams were working in disconnected […]

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Case Study: Multinational Conglomerate Corporation providing medical, office, transportation and other products Need: Leadership needed more forecasting capability, improved sales tracking, and sales management tools. The Global Application Management System used for sales forecasting and expected sales delivery was becoming cost prohibitive. The system required significant overhead to support the reporting needs of the division. […]

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Case Study: Pharmacy Benefits Management Company Pharmacy benefits management company that helps people get the medicine they need to feel better and live well. Need: Client was experiencing service interruptions due to excessive system use and architectural deficiencies of QuickBase solution. The service team’s system was slow and required duplicate data entry at multiple touch […]

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Case Study: Industrial Turf Equipment Global provider of innovative turf, landscape, rental and construction equipment, and irrigation and outdoor lighting solutions. Need: The service team at an industrial turf equipment and irrigation systems manufacturer was operating with decentralized customer information and a limited ability to track requests. The team had leveraged an Access Database application […]

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Case Study: Public Research University A public institution operating with the mission to change lives through research, education, and outreach. Need: This “Public Research University” has an extensive history with Salesforce, with multiple orgs providing functionality for various groups. To support the natural cycles of change at the institution, it needed a new org strategy […]

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What is Pardot? If you have worked with Salesforce.com or are familiar with marketing automation software, it is likely you have run across one of the hottest tools on the market … Pardot. Pardot is Salesforce.com’s marketing automation suite that helps companies engage with prospects and leads in a simpler and smarter way. Pardot’s goal […]

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Salesforce.com Change Management Process (Part 2) In Salesforce.com Change Management Process (Part 1), we touched on Environments and how to structure them. In Part 2, we will discuss deployment methods. There are multiple deployment methods available for Salesforce administrators and developers. This post will focus on Change Sets and Force.com Migration Tools. Change Sets Change Sets […]

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Advanced Flow Tips and Tricks By now, all administrators and developers should be familiar with Salesforce’s Flow capability. In brief, it’s a visual way of outlining and implementing a business process or set of tasks.  Flows are a great way for both administrators and developers to customize Salesforce to suit their business’ needs. With the […]

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Early and Often: Keys to Customer Buy-In The father of a very good friend of mine passed away recently. While I didn’t know her dad very well, I knew he had a great relationship with his three daughters, his sons-in-law, and his grandchildren.  As I looked through the collage of pictures traditionally displayed at a […]

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