Our retail client operates brick-and-mortar pet stores in multiple states. They use Salesforce as the CRM system of record, capturing everything from past orders to pet birthdays. They needed a Salesforce-native point-of-sale system, with customized “bill to my account” functionality.
This customer success story outlines how we helped implement Salesforce Health Cloud, and use AWS to integrate with FTP servers for dozens of hospitals across the country. The client grew revenue by 5X and was successfully acquired by investors.
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.
Cloud Notions has recently completed two Biotech / Pharma implementations. These companies were focused on obtaining leads, contacts, and opportunities to license pharmaceutical products.
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.
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.
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.
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.