Case Studies

The nation’s largest flooring company needed to deliver mission-critical customer service and support….

  • Tracking hundreds of samples and displays across several different customer types was a confusing and inefficient exercise for field personnel.  Data converging in Salesforce from different customer constituencies made maintaining data integrity a challenge. 

  • A custom mobile-friendly solution in Visual Force made accessing the product catalogue possible from anywhere and gave reps the ability to add, subtract, or edit samples at the customer site.  In addition, custom filtering and de-duping logic was used to identify and merge erroneous records among specified Account record types in a scheduled batch process.

  • Efficiencies, both through time saved on site and more accurate, actionable data, allows field representatives to focus on market leading customer engagement and point-of-sale product availability.

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An innovative durable medical equipment provider was determined to lead their segment with world-class customer engagement....

  • The need to provide clinician customers with secure, powerful tools that are mobile ready and easy to access, helping them treat and serve patients faster while meeting demanding compliance standards. 

  • A community prtal allwing clinicians and patients to prescribe and order crucial home care equipment, with a dashboard for anagine related workflow and documentation.

  • Workflow transparency and veocity was dramatcally increased, improving patien care and convenience, while building closer partnerships and cusomer loyalty.

The leading business cloud communications provider wanted to accelerate marketing operations delivery....

  • A hectic schedule of hosted events and webinars along with a large, segmented customer base, were big obstacles to managing campaigns and maintaining actionable, accurate sales data.

  • On demand, concierge support for mission critical tasks like journey mapping, custom content creation, and Salesforce data management strategy. 

  • Gains in responsiveness and adaptability, coupled with improved alignment between marketing and sales strategy drove higher conversion rates and sales velocity.

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