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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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Aug
08
2018

posted on August 8th, 2018 by Andrew Lawlor

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 […]

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Jul
16
2018

posted on July 16th, 2018 by Andrew Lawlor

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 […]

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