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 […]

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

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.  […]

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

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 […]

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 […]