Case Studies
"We needed a user-friendly & reliable CRM so that users can have an accurate 360-degree view of donor management." stated Hillel Rudolph Naaleh Online College
Moving your most precious years of data from a legacy CRM into Salesforce should be as easy as pie.
Data Implementation & Migration Solution
Understand How Naaleh Online College
• Migrated over 150,000 records from Sugar CRM to Salesforce CRM
• Optimized workflows and Process Builder for tasks, reopening cases, and email alerts that attributed to the efficiency and automation of donor management.
• End to End Training & User Adoption to keep users happy
“We needed an interactive & reliable community solution to display class & program enrollment details, as well as, to allow instructors to contact our support staff." Jonathan Greiner, Education Coordinator, American Pets Alive
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Community Site Optimization
Find Out How American Pets Alive
• Utilized their community site to populate Salesforce Data through specific community components to view each program and class.
• Reduced the amount of instructor dependency by 33% and promoted self-instructor sufficiency.
• Enabled instructors to report the latest student details and update records for a 360-degree view to gain deeper insights.
Field Service Implementation
Field Service (FSL) is an extension of the Service Cloud that provides a comprehensive view of workforce management. This is used to help organizations better track customer service calls from the call center agent, through the dispatcher console, to a completed service appointment from the mobile employee.
As a Certified Field Service Lightning Professional, I, reveal how I fell in love with the FSL data model and the way the interface is organized.
I help organizations become successful with their Field Service Lightning Implementation.
Understand 3 use cases for how a typical organization would use this Salesforce Functionality.