Salesforce SMB AE reached out to CloudQnect to help with a complex implementation for Ernst. Ernst had no formal process for sales leads, bid/quote tracking, and current projects. Ernst was utilizing several different software solutions and spreadsheets to keep their information “organized.” CloudQnect helped Ernst develop some new processes and to remove several manual steps (distractions)….
The organization was spending multiple days and too much time, along with a tremendous amount of participation and coordination with all their developers on even their smallest Salesforce deployments.
A Financial and Wealth Management firm needed a seamless and direct integration between their Salesforce instance and Quickbooks Online.
The organization’s Community portal was performing slowly and lacked the ability to easily add new features.