Problem: BNA Software needed to implement an advanced-functioning system quickly and efficiently. Challenge: BNA did not have the time or capability to implement the system in-house. Solution: The company outsourced development to Buan Consulting to develop and employ a complex system that meets BNA’s requirements. Benefits/Results: Buan assisted BNA in creating a high-functioning and complex…
Read Article »Problem: This large government contractor acquired a partner and, as a result, needed to merge a new system with their existing Salesforce application, including cleaning the database, implementing best practices, and getting the expanded QinetiQ team organized and on the same page. Challenge: Buan needed to maximize efficiencies in cleaning up the data and setting…
Read Article »Project: To create custom S-Controls (shortcuts) Business Problem: The client needed a quick way to create custom objects which included information already captured in a other objects Challenge: This is not standard salesforce.com functionality Solution: Buan Consulting created S-Controls to calculate date ranges for the custom objects and pre-populate additional fields derived from the other…
Read Article »Problem: This internet strategy company was using Enterprise edition to manage opportunities. They had purchased salesforce.com three years earlier but had never implemented to support their business processes. Challenge: Define current business processes and support internal adoption. Solution: Introduced products, families, price books and revenue scheduling to track their subscription based sales. We facilitated customized…
Read Article »Problem: The title work software company needed to create a sales tracking system and manage their entire subscription process from sale to billing. Challenge: The company did not have a system to track sales effectively. AS TSS transformed their business from a desktop software model to a web-based solution, they needed to manage that transition…
Read Article »Problem: This security video monitoring company already used Salesforce but did not leverage its comprehensive capabilities; additionally, Buan Consulting needed to coordinate the integration of Intacct and Top Shelf into Salesforce. Challenge: Changing and improving processes for a company already using Salesforce as well as creating a harmonized business process. Solution: Buan created a number…
Read Article »Problem: Message Systems had an inaccurate and incomplete listing of clients and potential clients within salesforce.com . Sales and support used two completely different systems with no crossover of information , and even though they had been using salesforce.com for several years there was a lack of adoption because it did not meet their needs or facilitate the sales cycle. Challenge: Find a…
Read Article »Problem: Grab Networks had performed a self-implementation of salesforce.com, but could not report on closed business because all orders were still entered manually into a sales log and Great Plains. Challenge: The customer wanted a two phase roll-out of salesforce.com, with a focus on Sales, Marketing and Support. Phase I would include a knowledge base/FAQ,…
Read Article »Problem: iCore is a national voice over IP provider which has recently expanded the service level agreements offered to their clients. They needed three fully customized partner portals using Visualforce to enhance look and feel to match their website. Challenge: Each portal needed Apex coded triggers to drive dashboard elements, customer specific logos and data…
Read Article »Problem: TTC had no simple way to send out and update mass email lists. The legacy Access database did not capture data to easily monitor memberships, and contact management was done through separate databases. The legacy systems did not allow for any type of integration. Challenge: Introduce best practices for managing leads and develop a…
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