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.Read more
Seeing is believing
This page showcases some of the work done by Cloud Notions. Where appropriate, non-branded prototypes are used to protect client privacy.
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.Read more
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.Read more
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.Read more