A Financial and Wealth Management firm needed a seamless and direct integration between their Salesforce instance and Quickbooks Online.
40,000+ Member Non-Profit
wca2020-01-21T17:35:04-05:00The 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.
Business Services Company
wca2020-01-21T17:35:39-05:00The organization’s Community portal was performing slowly and lacked the ability to easily add new features.
Fortune 100 Financial Institution
wca2020-04-30T16:16:54-04:00The company had a need to have time consuming issues/tasks simplified via coding solutions.
Shipping Materials Company
wca2020-01-21T17:34:22-05:00CloudQnect created solutions for a variety of pain points and implemented according to the priority set by the customer.
Small-Cap Financial Services Company
wca2020-01-21T17:28:27-05:00The client was migrating from ACT! to Salesforce and needed to migrate years’ worth of client and prospect data. They also needed a plan and training for their Salesforce users.