CRM Team

Zach Bodine

Zach Bodine

Director of CRM Services

Anosh Wadia

Anosh Wadia

CRM Project and Technical Manager

Mike Ahrenhoersterbaeumer

Mike Ahrenhoersterbaeumer

Sales and Account Executive CRM

Scott Jepsen

Scott Jepsen

Senior Project Manager

Marilyn Prevatte

Marilyn Prevatte

Director Quality Assurance

Richard Cookson

Richard Cookson

Content Writer

Elevating the Customer Experience with Microsoft Dynamics 365 Customer Engagement

Creating the ideal customer experience revolves around customer engagement. Whether you’re nurturing a current client or trying to close a deal with a new one, how well you’re engaging with them is paramount to changing the account to “closed... read more

Using Salesforce: Multiple Bids, Multiple Contractors, Single Job Opportunities

With Salesforce in many instances, clients will need to create an opportunity for each quote that goes out the door. For example, they bid 1-project to 10-contractors; they often will need to create 10-Salesforce opportunities. This can create a pipeline that is inflated 9-times of what it actually is, which presents a problem as the […]

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Salesforce Integration Time

The integration of applications into Salesforce is heavily dependent on many factors. While Salesforce has a very robust API, the capabilities of other applications often becomes the single contributing factor to the time and complexity of integrating with Salesforce. Obtaining an understanding regarding the structure and limits of these applications prior to initiating an integration […]

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Liferay Salesforce Opportunities Portlet

Organizations are showing a lot of interest in Sales numbers, and it’s not just those directly involved in Sales. This typically means extracting information from a CRM, the most prominent choice being Salesforce. IT teams are always looking for solutions that is freely available to present this data to their enterprise via their intranet portals. […]

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Salesforce Advanced Developer Certification

Having set out on the path to the Salesforce Advanced Developer Certification about 2 1/2 years ago, it was a huge relief when I finally got the “Success” result today! This certification is not an easy one (which is good since that makes it all the more meaningful). It is in 2 parts, a multiple […]

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