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Jan
20
2022
The Top Mistakes to Avoid When Adopting Salesforce

posted on January 20th, 2022 by Andrew Lawlor

Better customer experience. New customers. More revenue. Every company wants these things. Getting them is not so easy. However, if you’re an independent software vendor (ISV) with a B2B web app, there’s a proven, reliable path to follow: build a Salesforce app on the AppExchange. 1. The Ability to Reach More Customers At Aptaria, we’ve […]

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Jan
12
2022
databook

posted on January 12th, 2022 by Andrew Lawlor

At Aptaria, we’re always excited to work with an innovative company that wants to leverage the Salesforce AppExchange to enhance its product or service. That’s why we’re thrilled to announce our newest client: Databook. Since its founding in 2017, Databook has established a reputation as a leader in enterprise customer intelligence — some have called […]

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Apr
01
2021

Aptaria partners with Docusign to bring Docusign Agreement Cloud solutions to our Salesforce customers.

posted on April 1st, 2021 by Andrew Lawlor

Today Aptaria announces that it has signed a partnership agreement to bring Docusign Agreement Cloud services to its Salesforce customers.  Aptaria’s more than 10 years of Salesforce implementation experience coupled with many Docusign eSignature and Contract Lifecycle Management (CLM) implementations position Aptaria to uniquely deliver the value of the Docusign Agreement Cloud to our clients.  […]

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Feb
01
2021

Aptaria is pleased to announce the Consortium for Energy Efficiency as a client.

posted on February 1st, 2021 by Andrew Lawlor

The Consortium for Energy Efficiency (CEE) is the US and Canadian consortium of gas and electric efficiency program administrators. They work together to accelerate the development and availability of energy efficient products and services for lasting public benefit. CEE partners closely with the US Department of Energy to help industry implement the ubiquitous Energy Star […]

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Jan
18
2019

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

posted on January 18th, 2019 by Andrew Lawlor

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 […]

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