Royalties Partner Portal / Community
Building a custom partner portal to allow self-service uploading of sales and royalty reports from partners. This allowed our client to “do more with less”, especially during COVID.
Quick Response Lead Assignment
Our client was operating a large-scale residential real estate service along the East Coast. They made referrals of hot leads to independent real estate agents. Their performance data showed that if a real estate agent didn’t respond within 30 minutes, they would often lose the sale.
Custom Order Placement Screen
A recent client had partner community contractors who might not be able to learn the standard Salesforce Create Order > Add Products flow. They needed a screen that presented all the authorized products for a particular customer, as well as default order info.
Custom Appointment Management Screen
One client wanted to see Contacts, Opportunities, and upcoming Appointments, all on the same screen. They also wanted to be able to edit the records within the data grid, without changing screens. To meet their needs, we used the Lightning Design System to create a custom Visualforce page with one-click action buttons.
Text Message Appointment Reminders
We recently worked with three different clients on Text Messaging (SMS) reminders for upcoming appointments. One client was in Real Estate, and scheduled home showings with prospective buyers. Another client was in the health and beauty industry, and sent appointment reminders for spa treatments.
Open Source Project Management with Salesforce & Milestones PM
Salesforce.com is an extremely flexible development platform. Any seasoned admin or developer could create a basic project management tool in short order. But with Salesforce you don’t need to re-invent the wheel. That’s the case with Milestones PM, a free offering from the Salesforce AppExchange.
Embrace Digital to Accelerate Your Business!
In today’s business environments, customer expectations are changing the way we do business. Customers expect engagement to be easy, content to be rich, and access immediate and reliable. This is the force powering the movement to become a digital business.
Successful Small Businesses – Time to Graduate to CRM
Successful small businesses are one of our favorite types of clients. Technology can often make a major difference when a business has survived the initial startup mode and is now gaining traction in their industry.
Maximize Your Salesforce.com ROI
Salesforce.com is the market leader among growing businesses. Organizations adopt Salesforce to increase their leads, minimize lost opportunities, and automate business processes. And Salesforce is the perfect tool for the job; it’s fast, flexible, and robust. However, we are often contacted by customers who feel they haven’t yet maximized their ROI.
IoT: Salesforce Einstein Leprechaun Trap
We always say that in the cloud, nothing is impossible. Last St. Patrick’s Day, my daughter challenged me to use the power of Salesforce…to help catch a Leprechaun! It was a great way to demonstrate the intersection of the “Internet of Things” (IOT) and cloud-based artificial intelligence (AI).