How I Help Clients

#1 - Semiconductor Manufacturing Firm (Dallas, TX)

PROBLEM

• Needed to track Emails, Contacts, Calendar, and Tasks between Salesforce and Outlook/Exchange

WHAT I DID

• Implement Salesforce Einstein Activity Capture (EAC) for Contacts, Calendar, Emails

• Suggest 3rd-Party Option (Cirrus Insight) for Task syncing

OUTCOME

• Initial request complete in 2 days with only 2 hours of billable time

#2 - Education Management Firm (Houston, TX)

PROBLEM

• During the original implementation with a previous resource, Contacts were not properly linked to Accounts

• Need ongoing Salesforce expertise - support, occasional guidance, and "helping them get to where they want to be"

WHAT I DID

• Reimported Contacts with Account linking

• Ongoing support of user requests such as creating reports

OUTCOME

• Data repair in 3 days

• Same day results on new requests

#3 - Software Development Firm (Richardson, TX)

PROBLEM

• Difficult to manage marketing, sales, channel partners, operations, projects, and support in different silos

• Need to better track a deals pipeline, partner registration process, contracts

• Need to implement an ITIL project/ticketing process

• Need to send marketing newsletters to clients/partners

WHAT I DID

• Initial implementation of core salesforce "Sales" objects (Account, Contact, Opportunity, Activity)

• Follow on implementation of salesforce core "ticketing" and "project management" objects (Cases, Knowledge)

• Automation (Flows) between Opportunities and "Projects" to follow the business process

• Ongoing enhancements as needed (Reports, Dashboards, etc)

OUTCOME

• Highly successful business transformation onto the salesforce platform

#4 - Wholesale Distributor (Tulsa, OK)

PROBLEM

• SMS support messages not trackable (going to individuals cell phones)

• Difficult to manage compensation plans

WHAT I DID

• Implement Salesforce Messaging (SMS) by porting user phone numbers to Salesforce

• Implement Salesforce Spiff with five commission plans and train internal resource to manage Spiff going forward

OUTCOME

• Rapid deployment of SMS messaging functionality (4 weeks) and the first Spiff plan (4 weeks)

#5 - AI Technology Firm (Los Angeles, CA)

PROBLEM

• No CRM to manage the sales process

WHAT I DID

• Implemented Core Salesforce "Sales" modules (Leads, Accounts, Contacts, Opportunities, Products, Price Books, Activities, Analytics)

• Import Accounts and Contacts from Excel

OUTCOME

• Start to go-live in 24 hours

#6 - Manufacturer (Rochester, NY)

PROBLEM

• No CRM to manage their Sales Funnel

WHAT I DID

• Implemented Core Salesforce "Sales" modules (Leads, Accounts, Contacts, Opportunities, Products, Price Books, Activities, Analytics)

• Import Accounts, Contacts, Opportunities from Excel

• Configure Einstein Activity Capture

• Screen recordings to train internal System Administrator

OUTCOME

• Rapid deployment (5 days)

• Self sufficient internal Administrator

#7 - Market Research Firm (Austin, TX)

PROBLEM

• No Internal Salesforce Administrator

WHAT I DID

• As-needed Salesforce Administration (Accounts, Contacts, Custom Objects)

OUTCOME

• Same-day results on system enhancement requests

#8 - Business Consulting Firm (Kerrville, TX)

PROBLEM

• Need to start managing their sales funnel in the existing salesforce system

WHAT I DID

• Configure core salesforce sales objects (Leads, Accounts, Contacts, Opportunities, Activities)

OUTCOME

• Rapid deployment (4 weeks) of the enhanced system

#9 - Packaging and Containers Manufacturer (Mt Joy, PA)

PROBLEM

• Centralize customer information and demographic data

• Track sales calls

• Import list of Accounts and Contacts

• Send automated email drip campaigns to segmented customer lists

WHAT I DID

• Configure core salesforce sales objects (Accounts, Contacts, Opportunities, Activities)

• Configure Marketing Cloud Account Engagement

OUTCOME

• Rapid replacement (4 weeks) of the previous call log documents

#10 - Real Estate Agency (Austin, TX)

PROBLEM

• No internal salesforce Administrator

WHAT I DID

• Ongoing as-needed salesforce guidance and configuration

OUTCOME

• Same day response on support requests

#11 - Aviation and Aerospace Component Manufacturer (Addison, TX)

PROBLEM

• Merging 3 multi-nation companies and need a single system to manage sales

• No internal Salesforce administrator

WHAT I DID

• Configuration of core Salesforce sales objects (Accounts, Contacts, Opportunities, Products, Price Books, Quotes) to meet the needs of all 3 companies

• Import 5k products across 15 price books and 3 currencies

• Educate new Salesforce Administrator from one of the merged groups

• Ongoing annual product and pricing updates

OUTCOME

• Simple, successful consolidation of the 3 businesses

#12 - Mobile Phone Technology Firm (Lisle, IL)

PROBLEM

• Needed assessment of Salesforce licenses usage and needs

WHAT I DID

• Review the system and provide findings

OUTCOME

• Start to finish in 1 day

#13 - Flooring Solutions Firm (Austin, TX)

PROBLEM

• Need rapid deployment of Salesforce to remote sales teams

WHAT I DID

• Configure the Salesforce core sales objects (Accounts, Contacts, Opportunities, Activities)

• Import list of Accounts from ALN system

OUTCOME

• Start to finish in 4 weeks

#14 - Industrial Machinery Manufacturer (Shreveport, LA)

PROBLEM

• Need tight integration/usage between their existing Salesforce system and their Microsoft Outlook system

WHAT I DID

• Configure Salesforce Inbox, Einstein Activity Capture (EAC), and show how to use

OUTCOME

• Start to finish in 2 days

#15 - Security and Investigations Firm (Dallas, TX)

PROBLEM

• Track Leads through the salesforce process

• Need better follow up

WHAT I DID

• Configure Salesforce core sales objects (Leads, Accounts, Contacts, Opportunities, Activities)

• Train-the-training on Salesforce Reports and Dashboards to measure KPIs

OUTCOME

• Rapid deployment (2 weeks)

#16 - Telecommunications (Frisco, TX)

PROBLEM

• Better segment Partners versus End Customers in the existing Salesforce System

• Measure partner forecasts across Bronze, Silver, Gold, Platinum, and Distributor levels 

• Need to better measure the Partner onboarding process

• Website lead forms needing to be re-entered into Salesforce

• No salesforce expert to help with 3rd party application

WHAT I DID

• Configure Salesforce Account Record types (Channel Partner vs End Customer) with different fields and page layouts 

• Configure Opportunity Products with Revenue Scheduling for different Channel Partner levels

• Train the trainer Reports session to help build analytics to track the onboarding process

• Configure salesforce web-to-lead

• Salesforce as-needed support for their 3rd-party application installation

OUTCOME

• Rapid deployment (3 weeks)

#17 - Solar Installer (Houston, TX)

PROBLEM

• No Centralized CRM for sales tracking and follow on project tracking

• Reps need not be allows to see each others Opportunities

WHAT I DID

• Configure Salesforce core sales objects (Leads, Accounts, Contacts, Opportunities, Activities, Reports, Dashboards)

• Configure Salesforce web-to-lead form

OUTCOME

• Rapid deployment (3 weeks)

#18 - Construction Truck Rental Firm (Abilene, TX)

PROBLEM

• Need better forecasting

WHAT I DID

• Online working session to show customer how to configure Products, Opportunity Products, Revenue Scheduling, and the associated reporting

OUTCOME

• Successful completion after one 2-hour screen share meeting