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

Download: Naaleh Online College Case Study

“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

Connect your Salesforce Organization to your website.
Expose report data to the correct audiences & your partners to empower them to
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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.

Download: American Pets Alive Case Study

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.

Get 3 FSL Use Cases

Rayburn Ideas, A Fidelity Payment Services Company

Corporate Office

22907 Ironwedge Drive
Boca Raton, FL 33433, US


At our Rayburn Ideas, We understand that startups & non-profits are in the business of keeping what they earn, not necessarily maximizing profits.
Our team of experts is dedicated to helping you navigate the complex world of merchant services & maximize your revenue potential.
With our tailored solutions, IDEAS, you can rest assured that your organization is set up for success. Our digital marketing tools ensure that your message is reaching the right people, maximizing your outreach & increasing your impact.
With Rayburn Ideas, you can streamline your operations, boost engagement, and grow your organization.
Don't let confusion and lost revenue hold you back any longer –  Take your organization to the next level!

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