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Tag Archives: salesforce case study

Jan
18
2019

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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Sep
20
2017

posted on September 20th, 2017 by Andrew Lawlor in Uncategorized with 0 Comments

At Aptaria, we’ve customized Salesforce for many clients in the healthcare industry. The most recent example, Precision for Medicine (Precision) already used a Salesforce database when we began working with them. However, Precision’s crucial sales pipeline reports in Microsoft Excel were not integrated with their Salesforce database. Because the value of new client projects often […]

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