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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: Yearbook, Memorabilia, and Rings A well known and established market leader in the graduation jewelry and school year book markets. The enterprise deployed Salesforce to strengthen their technology solutions and centralize their operations around a robust, scalable platform. Need: The enterprise was experiencing process duplication that required an expensive reporting process to provide […]

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Case Study: Technology Furniture Manufacturer Manufacturer of adjustable and innovative technology furniture that promote healthier, more productive environments for life and work. Need: A technology furniture manufacturer needed experienced Salesforce / CRM experts to guide the enterprise on system recommendations and strategy. There were complex integrations between Salesforce and M2K in place with only a […]

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Why you should care about partner status? For decades, software publishers leveraged partner programs for their resellers, often with tiers based on size, performance or other criteria. Some publishers managed complex programs involving training and certifications while others used it to recognize sales performance (and provide co-op marketing funds based on performance). As a client hiring […]

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Case Study: Global water, hygiene and energy technologies A premiere supplier of water, hygiene and energy technologies and services across the globe. Need: Despite a strong global presence in the marketplace this company lacked a global view of sales potential. Corporate account management teams and outside field sales and service teams were operating without a […]

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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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Enterprise Wide CRM When discussing enterprise wide CRM with our clients, the conversation routinely turns to the concept of Single Customer View.  As you probably already know, each organization will naturally want to be a little different in their approach to realizing a unified CRM. However, based on the conversations we’ve had with our clients, […]

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Salesforce Editions: Professional & Enterprise Congratulations! You just made the decision to utilize Salesforce as your company’s customer relationship management (CRM) platform! Now you are presented with the daunting task of trying to determine which edition is the best fit. Salesforce is an extremely flexible platform, not just in terms of functionality, but also in terms […]

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