Duration: 4 Salesforce consulting partners, 15 end-user clients, over 2 years Sectors: Non-profit, media/tech, finance, health, professional services Clouds: Sales Cloud, Service Cloud, Salesforce.org non-profit cloud, Sales Cloud (Professional Edition) Integrations: Expensify, WealthEngine, FinancialForce, Tableau, Data loader, EventBrite, SMS Magic, DLRS, Conga Composer Features and Custom Configuration: workflow rules, process builder, validation rules, email-to-case, case …
Author: rockyrunphil
Marketing Strategy for a Physical Therapy practice
A major physical therapy practice with twenty clinics throughout its target region sought a marketing strategy to boost profit. Analysis revealed several that the client was had already achieved contiguous geographic coverage of its target region, supporting the client's reservations about opening more clinics. An effective sales team ensured strong brand recognition with regional hospitals …
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Salesforce: Lightning Service Cloud
As an advisor to the Director of Business Solutions for a media firm, Rocky Run Consulting implemented the Salesforce Lightning Service Cloud to allow the client to adhere to service level agreements with customers and increase efficiency of the support team. Lessons learned: Users were impressed with our well-designed Lightning pages, which made work simpler …
Rocky Run Consulting 