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Tag Archives: sales cloud


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

posted on January 18th, 2019 by Andrew Lawlor in Uncategorized with 0 Comments

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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7 New Salesforce Partner Projects for Aptaria in Q2

posted on July 1st, 2018 by Andrew Lawlor in Uncategorized with 0 Comments

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 […]

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posted on February 7th, 2017 by Andrew Lawlor in Uncategorized with 0 Comments

2017 marks Aptaria’s 10th anniversary as a Salesforce partner. That milestone shows our team’s dependability, breadth of experience, and flexibility. We’ve kept up with a fast-moving industry while consistently applying the latest in Salesforce technology to benefit our clients. In the past decade, Salesforce rapidly evolved and added new products to serve customers. We’re proud […]

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