We are proud to announce that the California Society of CPAs (CalCPA) signed Aptaria for a long-term project. Our team will implement a Salesforce Member management system to replace CalCPA’s existing netFORUM setup. As Aptaria CEO Andrew Lawlor says, “We’re honored to welcome CalCPA as a client for this multi-year partnership. Aptaria will deliver a […]

New Salesforce Case Study for Finance: Lee, Sipe, and Associates

We recently published a Salesforce case study about our work for Lee, Sipe, and Associates (LSA). This firm of financial advisors, a branch of Raymond James, specializes in serving career government employees. Challenge: The structure of LSA’s old Salesforce system required duplicate data entry and made it difficult to organize client information. Action: Our team […]

We just published a case study about our recent work for WealthEngine. In this project, we updated an AppExchange app to let users pull data from multiple records at once. Several years ago, Aptaria helped WealthEngine build its AppExchange app as a resource to win and keep clients. In 2017, the wealth research company decided […]

We’re pleased to announce that Nathan Strelow will serve as a Senior Cloud Consultant at Aptaria. Nathan brings more than 5 years of experience in technology and healthcare consulting to his new role. He specializes in devising custom, automated solutions to help businesses meet their goals and strengthen their day-to-day operations. As Nathan explains, “I […]

7 New Salesforce Partner Projects for Aptaria in Q2

Last quarter we welcomed several first-time clients and significantly expanded our relationship with a previous customer. As a Salesforce partner, we enjoy the challenge of tailoring CRM systems for a variety of contexts. This recent batch of projects gave us the chance to save time, increase efficiency, and ensure better data insights for a range […]