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Sep
20
2017

posted on September 20th, 2017 by Andrew Lawlor

At Aptaria, we’ve customized Salesforce for many clients in the healthcare industry. The most recent example, Precision for Medicine (Precision) already used a Salesforce database when we began working with them. However, Precision’s crucial sales pipeline reports in Microsoft Excel were not integrated with their Salesforce database. Because the value of new client projects often […]

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Jul
21
2017

posted on July 21st, 2017 by Andrew Lawlor

We’re proud to announce that Aptaria is an attending sponsor of Salesforce’s Expedition: Impact event in Washington, D.C. At the Expedition: Impact conference on July 27, presenters will discuss strategies to address the challenges facing today’s nonprofits. Around 100 nonprofit executives will meet at the U.S. Institute of Peace for a day of networking and […]

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Jul
04
2017

posted on July 4th, 2017 by Andrew Lawlor

We recently published a case study about our work for the American Psychiatric Association (APA). Our team tackled 2 parallel projects for APA, related to the same basic problem. Different departments relied on a patchwork of data management systems—unconnected to APA’s central MemberNation database. As a result, both the call center and the marketing team […]

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Jun
26
2017

posted on June 26th, 2017 by Andrew Lawlor

Lightning is Salesforce’s updated user interface—sleeker, more customizable, and improved by years of customer research. But, you might be thinking, is it that much better than classic Salesforce? Is it really worth upgrading? We can answer a resounding “yes!” to both questions. From our new page about Salesforce Lightning, here are 2 major reasons why […]

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Jun
22
2017

posted on June 22nd, 2017 by Andrew Lawlor

Maybe you’re already looking for a Salesforce Partner. Or maybe you’re at an earlier stage: comparing CRM systems and considering whether Salesforce can meet your CRM needs. You probably have a lot of questions. At Aptaria, we’re happy to answer them. If you’ve never worked with a Salesforce Partner, you may be wondering what it’s […]

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