Our primary product may appear to be software or a means to improve our client's personal and business efficiencies. Nonetheless,...

Introduction A national not-for-profit healthcare organization that works with government agencies, providers, and consumers to create...

Implementing Salesforce can be lucrative for businesses and organizations, but it also comes with risks. To ensure a successful...

Introduction DocuSign, a company that helps organizations connect and automate how they prepare, sign, act on, and manage agreements,...

Introduction DocuSign, a company that helps organizations connect and automate how they prepare, sign, act on, and manage agreements, had...

* Winner of the 2019 Salesforce Partner Innovation Awards Introduction Established in 1972, Acts Retirement-Life Communities (Acts) has...

Introduction A large non-profit with over $64 million in revenue and 575 employees in the consumer services industry needed to replace an...

A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. Becoming a part of the growing ‘dynamic’ trend...