Case Studies

A Financial and Wealth Management firm needed a seamless and direct integration between their Salesforce instance and Quickbooks Online.

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.

The organization’s Community portal was performing slowly and lacked the ability to easily add new features.

The company had a need to have time consuming issues/tasks simplified via coding solutions.

CloudQnect created solutions for a variety of pain points and implemented according to the priority set by the customer.

The 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.