CUSTOMER STORY
A Salesforce upgrade and customized Salesforce Project Management build-out
Get In Touch With Us
Whether you need industry advice, a product demo or consultation on your next project, contact App Solve for all the resources you need to plan and grow your business.
California Office
200 Spectrum Center Drive
Suite 300
Irvine, CA 92618
Toronto Office
1050 King Street West
Toronto
M6K 0C7
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Company Profile
Alliance provides full-service hotel show planning and production for small and mid-sized events. Alliance helps show organizers and exhibitors achieve their goals and maximize return on investment by providing easy access to cost-effective, high-quality service.
The Challenge
Alliance had all project management activities tracked inside Workfront, their legacy CMR. They needed a more user-intuitive platform for all their employees as some users who were using the software for more than a year still got confused on how to do some actions. They didn’t have the time to engage in significant training periods.
The Solution
Prior to the project management build-out, we did a Salesforce enhancement, where we upgraded their system to Enterprise Edition and customized it for their scaling business.
App Solve then created a project management app with Alliance’s current Salesforce environment that mimicked the project management taking place with Workfront. Custom fields, record types, page layouts, list views, and other common configurations were created in order to accurately track project data. We also created the task management necessary for creating a project checklist on the Salesforce project record.
Then, we performed a data migration out of Workfront into the new Salesforce Project Management App and ensured there were no errors or missing records.
App Solve configured the Salesforce Production Planner form to mimic the exact PDF version of the form where users would use Salesforce to complete the form.
A 3rd party app, Conga Composer, was installed to allow users to generate the PDF form equivalent with all of the completed fields. This PDF output is identical to the existing PDF form and could be saved to Salesforce automatically and e-mailed or printed.
App Solve enabled Project Management Calendars to allow users to visualize projects on a daily, weekly, monthly, annual timeline.
We also installed a 3rd party app, Calendar Anything, to allow users to one-click open project-related calendars, and the calendars were configured to be compatible with the mobile Salesforce app.
The Results
Alliance is now taking advantage of all Salesforce features, tools, and automations that were not available when managing projects in Workfront. For instance: automatic notifications and groups are notified if projects are updated or changed.
Also, tracking income, expenses, totals, and other relevant fields are easily managed and monitored as App Solve created the fields and formulas necessary for creating a project budget on the Salesforce project record. This budget is easily accessible on the project, easily updated, and reportable.
Products Utilized
Conga
Conga automates time-consuming business processes and makes it easier to handle orders, billing, and promotions by streamlining and automating the revenue management process so you can concentrate on what really matters.
Services Provided
Custom Solution
Whether we’re building custom applications in Salesforce like in Chatter, building API integrations from scratch or custom 3rd party application integrations – we bring technology to the business to ensure all company objectives are exceeded.
CRM Migration
Transferring data from one CRM to Salesforce can be difficult and is often a daunting process. We recognize the complexity of the data and the importance of protecting its integrity. Our consultants will develop and implement a migration strategy that is consistent with your business objectives.
What Our Customers Are Saying
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."
Dawn Jones, Director of Marketing | Kraun Electric Inc.
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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