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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: 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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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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Omni-Channel “Omni-Channel has the power to increase your agents’ response time and effectiveness…” Before Salesforce.com came into my life I was in the Customer Service world, and during that part of my life I spent a few years in a technical support center answering phones and emails. The phone system had CTI to distribute calls […]

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Options for Pricing Flexibility There are a number of tools that Salesforce offers regarding pricing flexibility that you can grant to (or rescind from) users when determining a price. Default price per product Master line item: Every product defined in your product master has a “Standard Price” defined that will default into new product line items on […]

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CRM: An Introspective – What can it mean for your team? Success Derived from Data Quality Customer Relationship Management (CRM) focuses on the movement of customers through the pipeline, beginning with a marketing classification and culminating in a service experience. Anyone discussing CRM practices on a regular basis can appreciate the depth modern CRM platforms […]

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Case Study: Buhrs Holding BV How to go beyond the basics and get maximum value from Salesforce.com Buhrs is a leading worldwide provider of mailing and fulfillment solutions. Its systems prepare media products, such as magazines, newspapers, direct mail, books, videos, compact discs and cards, for distribution. Based in Rotterdam, The Netherlands, Buhrs has over […]

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Healthcare Specialist CDI takes it one step at time for Salesforce.com success Founded in 1981, The Center for Diagnostic Imaging (CDI) was one of the first freestanding, outpatient imaging providers in the country. CDI is now a national network of imaging providers offering a full range of diagnostic imaging, pain management and interventional radiology services. […]

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