Shorewell | Salesforce

Modernized State-Specific Onboarding Paperwork Automation for Shorewell’s Multi-State Agent Network

Shorewell is an insurance carrier that appoints agents across a lot of US states, and every one of those agents…

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Euroex | Salesforce

Salesforce Migration with Centralized Custom CRM Implementation

EuroeX is a Netherlands-based company that offers complete consulting and training services to the industrial sector for clients to achieve…

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Pure live diagnostics | Salesforce

Salesforce CRM Migration with Territory Management and Custom Account Approval Implemented

Pure Live Diagnostics is devoted to improving the lives of patients and the physicians who care for them. Our organization…

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Total care solutions | Salesforce

Integrating Salesforce With Existing System And Security Compliances

TotalCare Solutions are the next-gen experts in building result-driven relationships. They offer a wide range of services such as Elite…

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Locklear CRM | Salesforce

Dynamic Portal and Salesforce Integration with Approval Workflows

Locklear CRM is a cutting-edge mortgage marketing platform tailored for the Modern Loan Originator, designed to streamline operations, manage workflows…

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Salesforce Workspace | Salesforce

Project Management and Data Analysis Enhanced

Our USA-based client collaborated with us to develop a modern digital platform that enhances collaboration, communication, and data visibility worldwide.…

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Capital Maple | Salesforce

Integrating Salesforce Console And Conga Composer To Expedite Loan Offer Management

Capital Maple is a growing peer-to-peer lending and alternative investment marketplace headquartered in Canada that allows investors to provide funding…

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NextGen Homes | Salesforce

Creating a tailored Salesforce CRM solution with Personalized User Dashboards

NextGen Homes is a prominent brokerage firm based in San Francisco, ranked among the top 500 in the region. Known…

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Health Hub Connect | Salesforce

Correcting Data Redundancy and Inaccurate Reporting in Salesforce CRM

This is about a renowned healthcare group of companies established a decade ago in CA USA, a group of healthcare…

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