Case Studies

case-studies

Invoice Automation for JDM Wealth Management on Salesforce and Quickbook

Invoice Automation with Quickbook and Salesforce Integration for Wealth Management Company   About Client   JDM Wealth Management is committed to provide active management and financial planning solutions to different clients. JDM team help clients to define financial goals and guide toward financial independence Business Challenge   Key Business Challenges:- Synchronization of Invoices and Activities […]

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Order and Sales Management for LED Service Company

Order and Sales Management for LED Service Company   About Client   A family owned company located in the great city of Austin, Texas. With an unwavering commitment to professional service and customer satisfaction, leading manufacturers of custom neon signs and custom LED signs. Serving hundreds of satisfied clients from all corners of the globe, […]

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RealEstate CRM Solution on SugarCRM Professional for Helm Society

RealEstate CRM solution on SugarCRM Professional for Helm Society   About Client   Josh Klenoff founded The Helm Society in January of 2013. A peer-networking group for CEOs and Executive leaders all around the country (USA) hosting small half-day gatherings several times a month and very large CEO retreats twice a year. Business Challenge   […]

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E-Commerce Solution on SalesForce for Quicker and Safer Business

E-Commerce Solution on SalesForce Platform for Quicker and Safer Business   About Client   DressMe , Retail Clothing increases the In-Store footfall for fashion brands and retailers by helping consumers find fashion products and stores, by location. Client’s Location Based Advertising Platform has been developed for fashion brands & retailers and designed to increase “In-Store […]

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