Author: Sasha Rusetskaya

Empowering field technicians and streamlining service dispatching

Salesforce Field Service Lightning reduces servicing times and improves customer satisfaction across Canada.

Corporate merger drives Salesforce “org merger”

Unifying two sales organizations into a single Sales Cloud instance and leveraging Heroku to preserve key financial data for access in FinancialForce.

Digitizing the sales process

Building out one click reports and integrating an ERP to create a single source of truth for measuring sales reps’ performance against quota.

A Data Governance Overhaul

Consolidating data between Salesforce orgs, removing redundant and duplicate information and laying the framework for better performance and future acquisitions.

Peel Plastics: Less spreadsheets, more visibility

Data consolidation in Sales Cloud, an ERP integration, and a new arsenal of sales tools to meet growth targets.

Enabling a proactive approach to customer renewals

Salesforce Service Cloud goes well beyond loan management system in providing customer insight.

A time-sensitive Salesforce org merger

Pardot and Sales Cloud instances consolidated and standardized with minimal business disruption.

Uncovering deeper business insights

Einstein Analytics enhances reporting capabilities and unlocks added value.

Optimizing customer engagement

Sales Cloud sees an increase in lead creation by 21% and closed-won opportunities by 35%.

A push to increase membership

Sales Cloud improves visibility and streamlines new customer acquisition.