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- SalesForce CRM
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  3rd Party Integration
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  All Categories
  Salesforce Implementations
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  About Raj
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  Contact Us
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Free Consultation - SalesForce Implementation

BusDev , GTM, SalesForce

Interface Home
SalesForce CRM
SalesForce Integration
3rd Party Integration
Our Client Portfolio
All Categories
Salesforce Implementations
Mobile OEM Business Development
Biomedical STEM App Platform
Education - Tech
Feature Phone Platform
Other
About Us
About Raj
Our Mission
Contact Us
Our Blog
…
- Interface Home
- SalesForce CRM
  SalesForce Integration
  3rd Party Integration
- Our Client Portfolio
  All Categories
  Salesforce Implementations
  Mobile OEM Business Development
  Biomedical STEM App Platform
  Education - Tech
  Feature Phone Platform
  Other
- About Us
  About Raj
  Our Mission
  Contact Us
- Our Blog

Free Consultation - SalesForce Implementation

Mobile BigFoot: Wifi Deployments in large scale outdoor concert venues

Challenge: Needed global asset and project management with forecasting, depreciation, approvals, and movement controls. Solution: Deployed Sales Cloud and Service Cloud; built an asset hierarchy with barcode tracking; enforced movement rules; implemented multi-level approval flows; integrated Capex/Opex budgeting and pro forma vs. actual forecasting. Result: Complete asset control, strong financial governance, and efficient project execution.

Harbor Litigation: expert eDiscovery services for law firms, corporations & government

Torch Electronics supplies ‘No Chance Games’—skill-based gaming devices for non-casino venues.

Challenge: Needed targeted customer service and political outreach while managing complex state compliance requirements. Solution: Deployed Service Cloud; enabled contacts to connect with multiple accounts; launched SMS campaigns, including outreach to state Senators. Result: Enhanced service interactions and streamlined communication with regulatory stakeholders. Visit Website: https://torchncg.com/

MBI Automation Solutions: System design, PLC/HMI, Motion Control, Robotic integrations & Service

Challenge: Complex RMA process for warranty, non-warranty, and third-party products required precise asset tracking. Solution: Implemented Sales Cloud and Service Cloud to manage RMAs by warranty status; created unserialized parent assets (Robots) with serialized components (CAP); enforced warranty policies after sales and repairs. Result: Streamlined asset lifecycle tracking and effective warranty management. Visit Website: https://mbiautomation.com/

SG Energy delivers turbine diagnostics, electrical & instrumentation services to utilities & plants

Challenge: Needed detailed pricing, multiple contact types per project, and organized territory management. Solution: Implemented Sales Cloud with separate price books per client (via Flow), categorized contacts (contractors, employees, customers, partners, government), defined six service territories, and used Salesforce Labs PMT for project tracking. Result: Streamlined pricing, clear contact roles, and well-structured territory management. Visit Website: https://www.sgenergysolutions.com/

Expressions Music Academy: Inspired instruction, Varied instruments & Motivating programs for all

Eastwood Custom Homes crafts quality, affordable homes & programs for families in Northern Michigan

Challenge: Multiple lead types and buyers required a custom sales flow and better partner management. Solution: Deployed Sales Cloud and Service Cloud with custom Buyer and Property objects, person accounts for buyers, and separate business accounts for partners such as lenders and credit repair firms. Result: Streamlined property sales, accurate pricing, and clear partner tracking. Visit Website: https://www.eastwoodcustomhomes.com/

Bulmann Dock & Lift crafts durable docks & lifts that make lake life easy, beautiful, & carefree

Challenge: Managing complex direct and dealer sales for multiple custom products required accurate forecasting and smoother fulfillment. Solution: Implemented Sales Cloud, Service Cloud, and Field Service. Built custom product objects (Dock, Lift, Accessories) with tailored related lists and forecasting by product, region, and quarter. Integrated Google Maps for 14 service zones and Google Photos for site documentation. Result: Improved product management, clearer forecasts, and more efficient field delivery planning. Visit Bulmann Dock & Lift Website: https://bulmanndock.com/