CUSTOMER STORY
Sales Cloud and System Integration Implementation
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Company Profile
Genius 100 is an active and engaged not-for-profit community of 100 exceptionally imaginative and impactful human beings, bringing accomplished, compassionate minds together to re-imagine the future – and to implement creative initiatives to improve it.
Genius 100 was founded to inspire and support the creation and expansion of new knowledge and solutions, by acting as a hub and catalyst for collaboration and partnership between leaders and future thinkers through the sharing of knowledge and experience.The 100 great minds are selected from ten disciplines, including the arts, sciences, technology, and humanities, to form a community of 100 geniuses.
The Challenge
Prior to implementation, Genius 100 was storing all their information in spreadsheets and other disjointed systems. Because all the information was not stored in one platform, they struggled to turn them into actionable items, thus failing to serve their business needs. Genius 100 needed a secure system where all the data they captured could be maintained in a single place in an organized manner, and be utilized to drive meaningful interactions with their stakeholders.
The Solution
With the focus on Genius 100’s objective to create an efficient, functioning CRM for easy handling of interactions with individuals and businesses in mind, App Solve worked to optimize their current Salesforce Nonprofit Success Pack (NPSP) in a manner that best matched their business needs. Besides setting up the system, all required objects were built and configured in the manner that allowed the capture of a wide variety of information in an organized and consistent manner. This allowed the easy onboarding of company’s founders and tracking of the revenue represented by them. In addition, tracking was also set for all events, attendees and marketing efforts. App Solve also enabled the system to send bi-monthly email blasts within the limits of NPSP. Data migration services were provided to ensure that Genius 100 was able to smoothly transition into this system. Training and additional post-project support was also provided to maximize user adoption of their Salesforce instance.
The Results
Working with AppSolve helped Genius100 transition to Salesforce seamlessly. They found their needs translated into a platform that enabled them to work more effectively and efficiently. It also improved their connectivity and productivity tremendously.
Products Utilized
Sales Cloud
As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
What Our Customers Are Saying
"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
"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
"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.
"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
"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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