Digital Transformation on Salesforce: Global Data Hub

Global Integration Delivers 360-Degree Customer View & C-Level Enterprise Business Intelligence The Challenge Multiple, disparate systems (including 10 different ERPs and several separate Salesforce instances) being used by different regions resulted in data duplication and process redundancy No single source of truth made it impossible to identify opportunities to improve efficiency and operations Disconnect and […]

Digital Transformation on Salesforce: A Nonprofit Success Story

Digital Cloud Transformation Drives Efficiency and Improved Community Engagement at United Way Metro Dallas The Challenge Legacy enterprise application lacked architecture for efficient donor relationship management Disconnected data management, processes, and manual systems and lack of flexibility with customization and process automation Limited donor engagement and retention causing a decline in donor growth goals Teams […]

Salesforce Service Cloud Success Series: Part 5

Custom Salesforce Community Delivers Streamlined Warranty Management to Tire Dealers & Distributors The Challenge Manual, time-consuming process to capture and manage incoming tire sample requests from dealerships Tire warranty claims were done via hard copies leading to costly errors and lengthy processing and shipping times The Solution Designed Salesforce Partner Community integrated with SAP to […]

Salesforce Service Cloud Success Series: Part 4

Corrigo Modernizes Support with Service Cloud Lightning and Salesforce Omni-Channel The Challenge Needed to migrate from to Service Cloud, and wanted to ensure tight sync with existing sales cloud instance Wanted to address disconnect between email and phone support which required agents to use separate tools Very limited reporting capabilities with so they […]

Salesforce Service Cloud Success Series: Part 3

Social Discovery Ventures Powers 12 Global Online Brands on Service Cloud Lightning The Challenge Having supported their online dating and travel site customers on for years, Social Discovery Ventures needed a more seamless way to manage the 12 brands’ customers across multiple channels Desired more efficient way to deliver support for each brand’s help […]

Salesforce Service Cloud Success Series: Part 2

Scalable Press Powers Four Global Printing Brands on Service Cloud Lightning The Challenge Scalable Press needed a more seamless way to manage their multiple B2B and B2C brands across multiple channels was limited in functionality and required excessive labels/filters/macros for visibility and reporting Desired to go live on accelerated timeline prior to start of […]

Salesforce Service Cloud Success Series: Part 1

Keller Williams Streamlines Support for Five Business Units on Service Cloud Lightning The Challenge Keller Williams was a customer for 7 years and had grown accustomed to the functionality limitations and relying on workarounds to get things done Multiple groups using (5) separate instances of with multiple data loads pulling from various units […]

Clutch Names Configero Leading Salesforce Developer

Located at the Salesforce Tower in Atlanta, Georgia, Configero is a team of certified Salesforce experts who have completed over 1,000 projects. Amongst many others, our services include Salesforce implementation, Salesforce integration, Salesforce optimization, process improvement, and virtual Salesforce support — all of which help you leverage the platform to achieve your goals. In a […]

Configero Delivers Salesforce Success for Brown Integrated Logistics

At Configero, our customers are at the heart of what we do, and our focus is always on driving their success on the Salesforce platform. Recently, one of our clients, Brown Integrated Logistics, the Southeast’s leader in transportation services for over 40 years, was interviewed by the analysts at Clutch, a B2B ratings platform that […]

Configero Named Clutch Global Leader in Salesforce CRM Consulting

At Configero, we offer a full range of implementation, training, and support services. Our distinct style of passion, thoughtfulness, and delivery excellence produces a roadmap to results and success. We are excited that our emphasis on quality led us to be awarded a Clutch Global Leader Award in CRM Consulting! Clutch, a ratings platform for […]