Project Title: Salesforce CPQ and App Cloud

Cloud Project Summary: For is this project, the client implemented Salesforce to re-engineer its Mortgage applications. Key Salesforce features included Flows and Apex.

Project Title: Salesforce CPQ and App Cloud

Cloud Project Summary: For is this project, the client implemented Salesforce CPQ and a custom application to replace their existing quoting applications. Key Salesforce features included CPQ, Bundles, Price Rules, Product Rules, lighting web components, and Apex.

Project Title: Salesforce CLM

Project Summary: For is this project, the client implemented Salesforce CLM to replace their manual Contract processes. Key Salesforce features included for CLM included DocuSign DocGen and Electronic Signature.

Project Title: Salesforce CPQ

Project Summary: For is this project, the client implemented Salesforce CPQ and Billing to replace their existing quoting application. Key Salesforce features included CPQ, Bundles, Price Rules, Product Rules and Conga. 

Project Title: Salesforce CPQ and Billing

Project Summary: For is this project, the client implemented Salesforce CPQ and Billing to replace existing applications. Key Salesforce features included CPQ Bundles, Price Rules, Product Rules, QCP, Billing, CLM, and Conga.

Project Title: Implement Contract Lifecycle Management (CLM)

Project Summary: For is this project, the client implemented Salesforce CLM, including Conga Composer and Contracts to help them manage their contracts and asses contract risk. Key Salesforce features included Conga Composer and Conga Contracts.

Project Title: CPQ, Data Migration, Security

Project Summary: For is this project, the client performed a full CPQ implementation for its worldwide operations. Key Salesforce features included complex Price Rules, Account Relationships, Mass Pricing, Mass Approvals, Security, and Data Migration.

Project Title: CPQ in Partner Community

Project Summary: This project exposed CPQ in a Partner Community to enable partners to register deals directly. Salesforce features included CPQ Configuration and Partner Community configuration.

Project Title: Configure-Price-Quote (CPQ) Implementation

Project Summary: This project implemented Salesforce CPQ for its 3rd party Sales Reps, accessed through a Community. Salesforce features included CPQ Configuration and Apex customization to an external ERP for pricing. 

Project Title: Integration and Marketing w/ Marketing Cloud

Project Summary: For this project, the client was implementing Marketing Cloud and was implementing Salesforce initially to house the data from an existing legacy application so that it could be integrated to Marketing Cloud. In addition to Marketing Cloud configuration, key features included core Sales Cloud configuration and integration from the Legacy app to Salesforce with Jitterbit.

Project Title: Sales Cloud

Project Summary: For this project, the client needed to enhance core features of its current Salesforce instance to better support the business. Key functions including re-architecting its Account/Location structure and providing a better integration with the Call Center. Salesforce features including primarily configuration of core Sales Cloud and creating Apex Triggers.

Project Title: Sales Cloud, Custom Cloud, Heavy Customization

Project Summary: For this project, Salesforce was used to re-engineer the client’s core business to collect Surveys. Complex Apex customizations were required to prioritize and assign Surveys to the correct resources. The project also included an integration to Qualtrics. Key Salesforce features included advanced Lightning Components and Apex.

Project Title: Sales Cloud, Custom Cloud, Data Migration

Project Summary: This project included implementing an on-boarding process and separate integrations to a customer service app, billing, and Marketo. Key Salesforce features including custom cloud to develop the on-boarding process.

Project Title: Salesforce Customer Community

Project Summary: For this project, the client needed a customized Customer Community to provide information and register its members. Key Salesforce features included Customer Communities with Lightning Component and Apex customization.

Project Title: Enhanced Security & Integration

Project Summary: The project focus was on customization to facilitate integration with an ERP system and required security. Key Salesforce features included Visualforce and Apex customization and Apex Sharing Rules.

Project Title: Enhanced Salesforce Reporting

Project Summary: This project enabled the client to enhance their reporting. Key Salesforce features including Reports and Dashboards.

Project Title: Salesforce Partner Community

Project Summary: This project focused on implementing a Partner Community to enable Distributors to enhance sales to their Retailers. Key Salesforce functionality Salesforce Partner Community and Sales Cloud.

Project Title: TaskRay Configuration

Project Summary: The project enabled the client to implement Project Management (TaskRay) and assist the company to manage and balance many media projects that occurred concurrently. Key Salesforce features included TaskRay and core Salesforce Sales Cloud configuration.

Project Title: Sales Cloud Org Migration

Project Summary: This project enabled the client to downsize from the Extended Edition to Professional Edition. Key Salesforce features included Sales Cloud configuration and data migration.

Project Title: Salesforce Partner Community

Project Summary: This project refined the client’s Sales Cloud configuration and created a Custom Partner Community to enable the client to provide support information to their partners and capture leads. Key Salesforce features included Partner Community and custom Salesforce with Visual Force and Apex.