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Salesforce CPQ Implementation Case Study for Submittable

Project Name: Salesforce CPQ Implementation for Financial Exposure Calculation at Submittable Service Details Salesforce CPQ Implementation Financial Exposure Calculation Problem Statement Submittable, a leading provider of submission management software, faced a critical challenge related to their financial processes: Financial Exposure Visibility: Submittable’s existing Salesforce implementation lacked the capability to calculate and display the total financial […]

Salesforce Sales Cloud Implementation Case Study for McCall MacBain Foundation

Project Name: Salesforce Sales Cloud Integration with Slate and Titan Client: McCall MacBain Foundation Industry: Non-Profit Service Details: SFDC Object customization Salesforce integration with Slate Salesforce integration with Titan (document management system) Problem Statement The McCall MacBain foundation faced several challenges that hinder our ability to efficiently manage donor relations and grant processes: Data Transfer […]