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# Aptaria

Salesforce Solutions

## Sitemaps

- [XML Sitemap](https://www.aptaria.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [How Salesforce and the Partner Ecosystem are Delivering More Customer Value with AI](https://www.aptaria.com/salesforce-partner-deliver-more-customer-value-with-ai/) - How Salesforce and the Partner Ecosystem are Delivering More Customer Value with AI

## Pages

- [Home New](https://www.aptaria.com/) - At Aptaria, a Trusted Salesforce partner, we tailor solutions to fit your unique needs. Boost efficiency, fuel growth, and achieve your goals with our expert help.
- [Partners](https://www.aptaria.com/partners/) - Aptaria partners with a number of leading players in the cloud computing and CRM space. Meet the technology partners that we work with to make the best, most impactful, and comprehensive solutions for our clients. Anthropic Anthropic is an AI safety company dedicated to building reliable, interpretable, and steerable AI systems. As the maker of
- [Home](https://www.aptaria.com/home/) - For over a decade, Aptaria has successfully delivered tailored Salesforce cloud solutions and consulting services with great success. What we can do for you?
- [Newsletter Sign Up](https://www.aptaria.com/newsletter-sign-up/) - Welcome to our website! Learn more about how we help Associations succeed with Salesforce solutions. Learn More by opting for our newsletters.
- [Jobs](https://www.aptaria.com/about-us/jobs/) - Expand your Salesforce career as a certified Salesforce consultant. We offer a collaborative workplace environment where growth and innovation are encouraged.
- [Videos](https://www.aptaria.com/learning-resource-center/videos/) - Videos 08/14/2024 Predictive and Generative AI: From the 1980s to Now Many CEOs today see advanced Generative AI as the key to staying competitive. But did you know that Gen… See All Testimonials "Our partnership with Aptaria has been incredibly rewarding, thanks to their role in enhancing, administrating, and operating our Salesforce CRM. Their Salesforce
- [Fundraising and Donations Solutions for Nonprofits](https://www.aptaria.com/industries/salesforce-for-nonprofits/donor-management-software/) - Improve nonprofit fundraising with Aptaria’s Salesforce-enabled donor management software.
- [Salesforce for Nonprofits](https://www.aptaria.com/industries/salesforce-for-nonprofits/) - Empower your mission with salesforce for nonprofits. Aptaria leverages over 10 years of expertise to help nonprofits achieve their goals efficiently.
- [Industries Served by Aptaria](https://www.aptaria.com/industries/) - See how Aptaria helps leading organizations across six different markets with Salesforce CRM and other cloud services solutions in CRM industries
- [Membership Solutions for Associations](https://www.aptaria.com/industries/association-membership-management/) - Aptaria offers tailored AMS solutions to address the challenges of association membership management.
- [Membership](https://www.aptaria.com/industries/association-membership-management/membership/) - We know the challenges associations face with membership management, and so, we develop effective, tailor AMS solutions to address them head-on. Learn more.
- [Our CRM services](https://www.aptaria.com/services/) - Aptaria is a long-standing, trusted Salesforce partner, providing tailored Salesforce CRM services and solutions since 2002. Explore our professional services.
- [Case Studies](https://www.aptaria.com/learning-resource-center/case-studies/) - Explore Salesforce case studies at Aptaria. See how our expert consulting services drive success and growth for businesses like yours.
- [Blogs](https://www.aptaria.com/learning-resource-center/blogs/) - Discover Salesforce Blogs for helpful insights and stories on CRM, cloud integration, and Salesforce strategies to boost your business growth.
- [Learning Resource Center](https://www.aptaria.com/learning-resource-center/) - Explore the Salesforce resource center at Aptaria. See how our useful blogs and expert consulting services drive success and growth for businesses
- [Salesforce Marketing Cloud Engagement Manager](https://www.aptaria.com/services/marketing-cloud-engagement-manager/) - We leverage Salesforce Marketing Cloud Account Engagement Manager (formerly Pardot) to design automated marketing journeys guided by user behavior.
- [Salesforce for Software Technology Companies](https://www.aptaria.com/industries/software-technology/) - Aptaria's custom software technology solutions empower companies to energize their business and grow with industry-leading Salesforce software CRM.
- [Privacy Policy](https://www.aptaria.com/privacy-policy/) - December 2023 This is the privacy notice of Aptaria, Inc. In this document, “we”, “our”, or “us” refer to Aptaria, Inc. and any subsidiary companies. We are an S Corporation registered in Delaware, United States. Our registered office is at Aptaria, Inc. 1765 Greensboro Station Place, Suite 900McLean, VA 22102 INTRODUCTION We wish to inform
- [Salesforce Sales Cloud Solutions](https://www.aptaria.com/services/salesforce-sales-cloud-services/) - Streamline tasks and increase conversions with Aptaria’s Salesforce Sales Cloud solutions.
- [Salesforce for Real Estate](https://www.aptaria.com/industries/salesforce-for-real-estate/) - Aptaria offers Salesforce-based commercial real estate solutions tailored to your specific needs and goals with our expertise in salesforce for real estate.
- [Contact Us](https://www.aptaria.com/contact-us/) - Contact Aptaria for expert Salesforce solutions. Your trusted partner for Salesforce consulting, implementation and support.
- [Salesforce Experience Cloud Consulting](https://www.aptaria.com/services/salesforce-experience-cloud-consulting/) - Engage, manage, and grow your user base with Aptaria’s Salesforce experience cloud consulting
- [Association Solutions](https://www.aptaria.com/association-solutions/) - Amplify your association's impact with Aptaria's tailored Salesforce CRM and AMS solutions. Discover your customized association solutions today!
- [Salesforce Developer Job at Aptaria](https://www.aptaria.com/salesforce-developer-job/) - Discover Salesforce developer job openings at Aptaria. Join our dynamic team and enhance your skills in Salesforce CRM development.
- [Transform Your Salesforce CRM](https://www.aptaria.com/salesforce-crm/) - Transform your Salesforce CRM with Aptaria’s tailored Salesforce solutions. With 14 years of expertise, we deliver innovative, timely, and efficient service.
- [Salesforce Cloud Consultant Job at Aptaria](https://www.aptaria.com/salesforce-consultant-jobs/) - Explore exciting Salesforce consultant job opportunities at Aptaria. Join our expert team and advance your career in Salesforce CRM consulting.
- [Nonprofit Solutions](https://www.aptaria.com/salesforce-nonprofit-solutions/) - Amplify Your Impact With Aptaria’s Salesforce Solutions Discover how Aptaria can transform your nonprofit or foundation with tailored Salesforce CRM solutions. Schedule a Consultation Today 14+ Years of Salesforce-Certified Success Carefully-Crafting Solutions That Empower Nonprofits Since 2009 For well over a decade, Aptaria has specialized in developing cloud-based solutions for nonprofits of all kinds. Our
- [Salesforce Healthcare CRM](https://www.aptaria.com/industries/salesforce-healthcare-crm/) - Optimize patient relationships and streamline operations with Aptaria's professional Salesforce healthcare CRM solutions
- [What to Expect from Aptaria](https://www.aptaria.com/about-us/what-to-expect-aptaria/) - Aptaria’s Salesforce integration and tailorization solutions are thoughtfully developed to meet each client’s unique needs. See how we'll work for you.
- [Salesforce for Media, Research, & Retail CRM](https://www.aptaria.com/industries/salesforce-retail-crm/) - Enhance your retail operations with Aptaria's Salesforce Retail CRM solutions. Tailored strategies to boost customer engagement and sales efficiency
- [Thank You](https://www.aptaria.com/thank-you-non-profit/) - Thanks for contacting us! We will get in touch with you shortly.
- [Thank You](https://www.aptaria.com/thank-you-newsletter/) - Thanks for contacting us! We will get in touch with you shortly.
- [Thank You](https://www.aptaria.com/thank-you-branded-ppc/) - Thanks for contacting us! We will get in touch with you shortly.
- [Thank You](https://www.aptaria.com/thank-you-associations/) - Thanks for contacting us! We will get in touch with you shortly.
- [Thank You](https://www.aptaria.com/thank-you/) - Thanks for contacting us! We will get in touch with you shortly.
- [ISV & AppExchange Dev](https://www.aptaria.com/services/isv-app-exchange-dev/) - Aptaria can help you develop and market your app on the Salesforce AppExchange. See how we’ve assisted clients in the past and how we can help you today.
- [Cloud Application Integration](https://www.aptaria.com/services/cloud-application-integration/) - Elevate and streamline your business processes with Aptaria’s cloud application integrations. Synchronize, automate, and reduce costs and manual work.
- [Service Cloud](https://www.aptaria.com/services/service-cloud/) - Unlock the full power of Salesforce Service Cloud with Aptaria’s certified consulting services. We’ll tailor a solution that delivers exceptional results.
- [Financial](https://www.aptaria.com/industries/financial/) - Navigate the complex financial CRM landscape with confidence. Aptaria's finance solutions will generate new means of sustainable growth for your institution.
- [Chapter Management](https://www.aptaria.com/industries/association-membership-management/chapter-management/) - Aptaria's association management systems (AMS) for chapters provide the perfect solution to the challenges of association chapter management. Learn more.
- [Our Team](https://www.aptaria.com/about-us/team/) - Meet Aptaria’s team of Salesforce architects and consultants. We have years of experience working with Salesforce CRM and cloud applications. Learn more.
- [About Aptaria](https://www.aptaria.com/about-us/) - Since 2009, Aptaria has applied our expertise as a Salesforce consulting partner to provide CRM and cloud solutions for our clients. Learn more about Aptaria.
- [Events](https://www.aptaria.com/industries/association-membership-management/events/) - Dramatically improve your meeting and event planning with an efficient, Salesforce-powered association event management solution from Aptaria. Learn more.
- [Site Map](https://www.aptaria.com/site-map/)

## Resources

- [Is Building Your Own LLM Worth It? Probably Not](https://www.aptaria.com/resource/building-your-own-llm-worth-it/) - It’s expensive to build your own LLM, can take years to perfect, needs tons of IT infrastructure, and isn’t guaranteed to work.
- [Understanding The Private Membership Association Model: Benefits and Challenges](https://www.aptaria.com/resource/private-membership-association-benefits/) - Looking for a way to boost private membership association? Let’s discuss what a PMA is, its pros and cons, and if it’s the right model for your org.
- [Ensuring Contact and User Record Harmony in Salesforce Experience Cloud](https://www.aptaria.com/resource/contact-and-user-record-harmony/) - Keep Salesforce Experience Cloud contact and user records in sync using Salesforce Flow, ensuring data consistency and seamless CRM management.
- [How D.C. Bar Pioneered an AI Referral System for Efficient Client-Member Matching](https://www.aptaria.com/resource/ai-referral-system-for-d-c-bar/) - D.C. Bar, the largest unified bar in the U.S., needed a smarter referral system. Here's how Aptaria built an AI referral system (LRS) for lawyer matches.
- [The Complete Guide to Understanding Salesforce Nonprofit Cloud](https://www.aptaria.com/resource/complete-guide-to-salesforce-nonprofit-cloud/) - Nonprofits have a unique challenge: balancing their mission with the complexity of managing resources, donors, and programs. Salesforce Nonprofit Cloud makes this easier by offering an integrated platform that brings all your operations into one place. From tracking relationships to measuring the impact of your initiatives, it turns complex processes into manageable workflows. As your
- [Salesforce Nonprofit Cloud vs NPSP: Find the Right Fit](https://www.aptaria.com/resource/salesforce-nonprofit-cloud-vs-npsp/) - Compare Salesforce Nonprofit Cloud vs NPSP to learn the key differences to choose the right platform for your nonprofit's needs, budget, and goals.
- [The Top Mistakes to Avoid When Adopting Salesforce](https://www.aptaria.com/resource/the-top-mistakes-to-avoid-when-adopting-salesforce/) - Avoid common pitfalls when adopting Salesforce CRM. Ensure data accuracy, balance customizations, engage end users, and maximize mobility with Aptaria
- [Tailor-Made Association Management Software Will Cost a Fortune, Right? Not Necessarily.](https://www.aptaria.com/resource/tailor-made-association-management-software-will-cost-a-fortune-right-not-necessarily/) - With Aptaria, you get a Salesforce-powered AMS that does exactly what you want, the way you want, with nothing additional weighing you down.
- [5 Factors To Consider When Selecting CRM Software for Your Nonprofit](https://www.aptaria.com/resource/non-profit-organization-software-factors/) - Nonprofit organization software should balance cost, efficiency, and impact. Learn what to consider when choosing the right CRM for your nonprofit's mission.
- [5 Long-term Nonprofit Benefits With the Right Salesforce Consulting Partner](https://www.aptaria.com/resource/salesforce-consulting-partner-benefits/) - Explore 5 powerful strategies a Salesforce consulting partner uses for nonprofit client success to streamline workflow and maximize donations
- [Best-of-Breed Netsuite Integration Solutions](https://www.aptaria.com/resource/best-of-breed-netsuite-integration/) - Discover how Aptaria facilitated a seamless Salesforce to NetSuite integration for a financial company, enhancing data accuracy and operational efficiency.
- [Aptaria’s Solution Helps Associations Manage Their Committees Better](https://www.aptaria.com/resource/association-committee-management-salesforce/) - Aptaria’s custom AMS solution streamlines committee management for associations, automating tasks like voting, term limits, etc saving time and effort.
- [Salesforce Nonprofit Success Pack: Tips and Tricks](https://www.aptaria.com/resource/salesforce-nonprofit-success-pack-tips/) - Unlock the power of Salesforce Nonprofit Success Pack with tips like the Power of 1 for unique donor counts and mass editing via list view for quick updates.
- [Why You Should Switch to Salesforce Lightning](https://www.aptaria.com/resource/switch-to-salesforce-lightning/) - Lightning is Salesforce’s updated user interface—sleeker, more customizable, and improved by years of customer research. Read more at Aptaria.
- [Solving Sales Team Communication Problems](https://www.aptaria.com/resource/solving-sales-team-communication-problems/) - Improve sales team communication with clear definitions, knowledge sharing, and marketing collaboration for better sales performance and deal closures.
- [Delivering Offline Solutions With the Salesforce Mobile SDK](https://www.aptaria.com/resource/delivering-offline-solutions-with-the-salesforce-mobile-sdk/) - Develop robust mobile apps with Salesforce's Mobile SDK, featuring offline data storage and seamless synchronization for uninterrupted functionality.
- [Manage Your Opportunity Stages in Salesforce](https://www.aptaria.com/resource/manage-your-opportunity-stages-in-salesforce/) - Define your organization’s process, determine your organization's stages, and Salesforce CRM becomes that powerful tool held in expert hands
- [How to Find the Right Expert to Build Your Salesforce App](https://www.aptaria.com/resource/how-to-find-the-right-expert-to-build-your-salesforce-app/) - The Salesforce.com platform offers an incredibly dynamic canvas on which independent software vendors (ISVs) can develop apps that solve business challenges
- [Five Ways to Shorten Your Sales Cycle](https://www.aptaria.com/resource/five-ways-to-shorten-your-sales-cycle/) - Read this if you think your business can do a better job maximizing its sales force technology or benefit from application development.
- [6 Ways Nonprofit CRM Software Helps With Better Management](https://www.aptaria.com/resource/6-ways-nonprofit-crm-software-helps/) - Nonprofit CRM software helps you manage donors, funds, and operations efficiently. Learn how a CRM can boost your nonprofit’s efficiency.
- [CRM for Nonprofits: Effective CRM Campaign Management for Nonprofits](https://www.aptaria.com/resource/crm-for-nonprofits-campaign-management/) - CRM for nonprofits — learn how you can boost donor engagement, streamline campaigns, and navigate common challenges with ease.
- [Understanding How a Membership Organization Model Works](https://www.aptaria.com/resource/membership-organization-tips/) - Ready to run your membership organization like a pro? Check out our guide for top tips and insights to boost efficiency and member engagement!
- [Quick Guide to Association Management Software: Better Than a CRM?](https://www.aptaria.com/resource/association-management-software-guide/) - Guide to Association Management Software. Learn what an association management software can do for your org and how it compares with a CRM.
- [Predictive and Generative AI: From the 1980s to Now](https://www.aptaria.com/resource/predictive-and-generative-ai-from-the-1980s-to-now/) - Many CEOs today see advanced Generative AI as the key to staying competitive. But did you know that Gen AI has been shaping industries since the 1980s? Back then, pioneers like the Artificial Intelligence Corporation were delivering natural language systems to commercial marketplaces. Later another “spoke in the AI wheel” expert systems significantly improved underwriting
- [WealthEngine Boosts Customer Satisfaction with Salesforce App](https://www.aptaria.com/resource/wealthengine-increases-customer-satisfaction-with-updated-salesforce-app/) - Aptaria, a Salesforce PDO partner, enhances WealthEngine’s AppExchange app for easier data management and analysis, boosting client satisfaction
- [Custom Salesforce App Expands Infofree.com’s Market Reach](https://www.aptaria.com/resource/custom-salesforce-app-helps-infofree-com-reach-a-wider-market/) - Aptaria, a Salesforce PDO, develops a custom app for Infofree.com, empowering Salesforce users to identify leads and enhance data completeness.
- [eFormix’s Salesforce App Revolutionizes Hospital Inspections](https://www.aptaria.com/resource/eformixs-salesforce-mobile-app-revolutionizes-hospital-inspections/) - Explore how Aptaria's custom Salesforce mobile app revolutionized hospital inspections for eFormix, cutting inspection times in half and enhancing safety.
- [Salon Plaza Enhances Operations with Salesforce](https://www.aptaria.com/resource/salon-plaza-marketing-salesforce/) - In 3 months, Aptaria streamlined Salon Plaza's marketing and operations with a Salesforce solution, enhancing lead generation and efficiency.
- [KZO Drive App Boosts Email Outreach with Salesforce](https://www.aptaria.com/resource/kzo-drive-salesforce-app-improves-email-outreach/) - Discover how Aptaria integrated KZO's video technology with Salesforce, boosting email outreach success with higher clickthrough rates and engagement metrics.
- [Avid Streamlines Quote-to-Cash with Salesforce](https://www.aptaria.com/resource/salesforce-quote-to-cash-automation-at-avid/) - Aptaria enhances Avid's sales process with Salesforce Quote-to-Cash automation, delivering a comprehensive customer view and streamlining operations
- [Simplified Solutions for Rosslyn BID](https://www.aptaria.com/resource/keeping-it-simple-for-the-rosslyn-bid/) - Discover how Aptaria developed a transformative Salesforce CRM for Rosslyn BID, simplifying operations and enhancing business efficiency
- [Salesforce CRM Implementation at Citibank](https://www.aptaria.com/resource/salesforce-crm-implementation-at-citibank/) - Discover how Aptaria transformed Citibank's Wealth Management with Salesforce, providing a unified CRM solution for a comprehensive customer view
- [Salesforce Lightning: Updates from Dreamforce 2016](https://www.aptaria.com/resource/salesforce-lightning-dreamforce-2016/) - Salesforce Lightning's advancements spotlighted at Dreamforce 2016, showcasing lasting improvements and innovative features.
- [Infofree.com Contracts Aptaria for Salesforce App Development](https://www.aptaria.com/resource/infofree-build-salesforce-app/) - Infofree.com partners with Aptaria to develop a tailored Salesforce app, enhancing sales operations and customer management.
- [Raymond James Enhances Reporting and Service with Salesforce Integration](https://www.aptaria.com/resource/raymond-james-improves-reporting-and-client-service-with-new-salesforce-integration/) - Aptaria enhances Raymond James' Salesforce system, saving time, extracting insights from thousands of records, and improving client engagement.
- [Nutricia Improves Inventory Management with Salesforce](https://www.aptaria.com/resource/inventory-management-with-the-salesforce-platform-at-nutricia/) - Aptaria simplifies inventory management for Nutricia with a custom Salesforce platform app, easing regulatory burdens and enhancing sales efficiency.
- [How CVA Mobilizes Volunteers with Salesforce Communities](https://www.aptaria.com/resource/cva-volunteers-salesforce-communities/) - See how Aptaria mobilized volunteers with Salesforce Communities for CVA, enabling efficient campaign management and community engagement.
- [Custom CRM Empowers Pot-Nets’ Unique Business Model](https://www.aptaria.com/resource/pot-nets-tailor-made-crm/) - Pot-Nets Communities has dominated the Long Neck, Delaware housing market almost since its inception more than 60 years ago. But even with that commanding position, Pot-Nets executive director Lincoln Davis saw room for improvement in 2015 — and an opportunity. Pot-Nets employs a unique business model in selling homes and leasing land along the Delaware
- [Integrated Solutions for Colliers Government Solutions](https://www.aptaria.com/resource/colliers-government-solutions-salesforce/) - Commercial and government leasing expert relies on Aptaria’s solution to differentiate itself from competitors It’s one thing to have the information. Making that information make sense and finding the opportunities embedded in the data requires a robust, flexible and fool-proof system. For Colliers, Salesforce has been the CRM of choice throughout the company’s global operations.
- [KZO Drive App Boosts Email Outreach with Salesforce](https://www.aptaria.com/resource/kzo-drive-salesforce-app-improves-email-outreach-success-with-video/) - We’re proud to report that KZO Drive, a Salesforce app that we developed for KZO Innovations, is now available from the AppExchange. Our team integrated KZO’s powerful video software with Salesforce, so app users can share video content with leads and contacts in their database. As an email marketing tool, KZO Drive enables customers to
- [Salesforce ISV Development Case Study: WealthEngine](https://www.aptaria.com/resource/wealthengine-salesforce-isv-development/) - Aptaria’s case study on developing a Salesforce ISV app for WealthEngine to enhance client data access and management.
- [Cliff Spitz Joins Aptaria’s Board to Strengthen Nonprofit Commitment](https://www.aptaria.com/resource/cliff-spitz-board-advisors-associations-nonprofits/) - Cliff Spitz joins Aptaria's board, enhancing our commitment to associations and non-profit organizations.
- [Databook's Innovative App Launched on Salesforce AppExchange](https://www.aptaria.com/resource/databook-innovative-app-salesforce/) - Aptaria assisted Databook in releasing an innovative app on the Salesforce AppExchange.
- [Dreamforce 2017 Preview with Aptaria and Maryland Coalition of Families](https://www.aptaria.com/resource/dreamforce-2017-maryland-coalition-families/) - Discover how Aptaria transformed data management for Maryland Coalition of Families with Salesforce, enhancing efficiency and real-time reporting
- [Salesforce Case Study: APA’s Service and Marketing Cloud](https://www.aptaria.com/resource/american-psychiatric-association-salesforce/) - We recently published a case study about our work for the American Psychiatric Association (APA). Our team tackled 2 parallel projects for APA, related to the same basic problem. Different departments relied on a patchwork of data management systems—unconnected to APA's central MemberNation database. As a result, both the call center and the marketing team
- [Precision for Medicine Enhances Marketing Measurement](https://www.aptaria.com/resource/precision-for-medicine-salesforce-marketing/) - Aptaria’s solutions helped Precision for Medicine enhance their marketing measurement capabilities.
- [Infofree.com’s Salesforce App Released on AppExchange](https://www.aptaria.com/resource/infofree-salesforce-appexchange/) - Last year InfoFree.com hired Aptaria as a Salesforce ISV partner. Our team developed an app to give InfoFree.com’s customers access to its database from the Salesforce platform. We’re proud to announce that the InfoFree.com Sales Leads app is now listed on the AppExchange. InfoFree.com has carefully collected and verified information from 14 million businesses and
- [APA Enhances Workflow and Member Experience with Aptaria and Salesforce](https://www.aptaria.com/resource/apa-workflow-salesforce-marketing/) - Aptaria customized and enhanced a Salesforce-based system for the American Psychiatric Association (APA). Now staff can save time and access more valuable information about members. APA advances the field of psychiatry through professional guidelines, research, and education. Before working with Aptaria, APA moved its database to MemberNation, an association management system built on Salesforce. However, the
- [Salesforce CRM Boosts Lead Quality for Salon Brand](https://www.aptaria.com/resource/the-hair-cuttery-salon-brand-salesforce/) - We just published a case study about the Salesforce CRM solution that we built for The Hair Cuttery. This family of popular salon brands needed a more efficient platform for recruiting stylists and managing its many salon locations in DC, Maryland, and Virginia. Before coming to Aptaria, The Hair Cuttery struggled with 2 separate systems
- [Automated Reporting Saves Time at Precision for Medicine](https://www.aptaria.com/resource/automated-reporting-saves-time-at-precision-for-medicine/) - Aptaria streamlined Precision for Medicine's operations, cutting data entry in half and enhancing sales pipeline insights with Salesforce automation.
- [Aptaria Sponsors Salesforce Conference for Nonprofits](https://www.aptaria.com/resource/salesforce-nonprofit-conference/) - Aptaria proudly sponsors the Salesforce conference focused on nonprofit solutions and strategies.
- [Salesforce Case Study: Improved Sales Pipeline Reporting for Precision for Medicine](https://www.aptaria.com/resource/precision-medicine-sales-pipeline-reporting/) - Discover how Aptaria improved Precision for Medicine's sales pipeline reporting with customized Salesforce integration, enhancing efficiency and data accuracy
- [SwiftCapital Leverages Salesforce Platform-as-a-Service](https://www.aptaria.com/resource/swiftcapital-leverages-the-salesforce-platform-as-a-service/) - Aptaria enhances SwiftCapital's profitability by migrating cash advance processing to a custom Salesforce Platform-as-a-Service solution.
- [Grubb & Ellis and USPS Leverage Salesforce Customer Portal](https://www.aptaria.com/resource/leveraging-salesforces-customer-portal-for-grubb-ellis-and-usps/) - Aptaria boosts site acquisition efficiency for USPS with Salesforce Customer Portal at Grubb & Ellis. Discover enhanced operational capabilities.
- [Vartopia Streamlines Deal Registrations with Salesforce Development](https://www.aptaria.com/resource/expert-salesforce-development-allows-vartopia-to-streamline-deal-registrations/) - See how Aptaria helped Vartopia streamline deal registrations with a custom Salesforce plugin, enhancing channel profitability and efficiency
- [Salesforce Case Study: Raymond James Financial Integration](https://www.aptaria.com/resource/new-salesforce-case-study-for-finance-raymond-james/) - Discover a new finance case study on how Aptaria streamlined Salesforce for Raymond James, improving efficiency and client service for financial advisors.
- [Explore Optimized Salesforce Solutions on Aptaria’s Revamped Website](https://www.aptaria.com/resource/optimized-salesforce-solutions/) - We're thrilled to introduce our new website, designed to cater to organizations seeking unparalleled and transformative Salesforce solutions. Learn more.
- [Enhancing Customer Value with Salesforce and AI](https://www.aptaria.com/resource/ai-enhanced-solution-salesforce-partner/) - 75% of CEOs believe a competitive advantage will depend on who has the most advanced gen AI, with 50% now integrating generative AI into their products and services, and 43% using generative AI to inform their strategic decisions” – IBM Research Salesforce introduced Einstein, the first comprehensive AI for CRM, in 2016, almost eight years
- [AI-Enhanced Lawyer Referral Service for D.C. Bar](https://www.aptaria.com/resource/ai-lawyer-referral-system-dc-bar/) - Discover how D.C. Bar leverages Aptaria's AI solutions for a new innovative lawyer referral system, enhancing efficiency and client satisfaction.
- [Integrating Salesforce With NetSuite Without Middleware](https://www.aptaria.com/resource/integrating-salesforce-with-netsuite-without-middleware/) - Enterprise businesses that use NetSuite products often face a challenge when it comes to integrating those solutions with their Salesforce software. NetSuite is rightly popular with many companies for its sophisticated accounting and enterprise resource planning (ERP) tools. But while it does offer customer relationship management (CRM) software of its own, Salesforce remains the undisputed
- [Salesforce CRM Migration & Implementation at AgStar](https://www.aptaria.com/resource/salesforce_crm_migration__implementation_at_agstar/) - The Hair Cuttery wanted to recruit stylists and collect more data through email campaigns.
- [Salesforce Experience Cloud Client Portal for Hanover Research](https://www.aptaria.com/resource/salesforce_experience_cloud_client_portal_for_hanover_research/) - The Hair Cuttery wanted to recruit stylists and collect more data through email campaigns.
- [What Salesforce Lightning Will Mean for App Developers](https://www.aptaria.com/resource/what-salesforce-lightning-will-mean-for-app-developers/) - As Dreamforce 2015 approaches next week, Salesforce recently announced the upcoming 2016 release of its redesigned CRM platform, called Lightning. This is actually the second Lightning release; its initial version, for the Salesforce1 mobile platform, was released this past winter. Now Salesforce is adding even more functionality, redesigning the complete user experience and making the
- [Counting Down to Dreamforce: Learn More About PDOs](https://www.aptaria.com/resource/counting-down-to-dreamforce-learn-more-about-pdos/) - In a very short time, San Francisco will once again be the host city for the largest software conference in the world, Dreamforce. Last year Salesforce counted more than 130,000 registered attendees from over 90 countries at the big event. Hopefully, you and your teams already have booked hotel rooms for what promises to be
- [App Integrates KZO Innovations’ Video Management Platform with Salesforce](https://www.aptaria.com/resource/app-integrates-kzo-innovations-video-management-platform-with-salesforce/) - Aptaria developed a Salesforce app for KZO Innovations that allows Salesforce users to: Share targeted video content with potential customers by associating videos stored by KZO with Salesforce leads and contacts. Compose and send emails to Salesforce leads and contacts with links to videos hosted on KZO’s platform. Tailor email templates to a variety of
- [How to Make Sure Your AMS Focuses on Members](https://www.aptaria.com/resource/how-to-make-sure-your-ams-focuses-on-members/) - If your organization is thinking about choosing a new association management system, you are probably awash in jargon. You might be inundated by terms such as: APIs Scalability Databases and datacenters CRMs and ERP The technical elements of an association management system, or AMS, certainly are important. But it’s not where your focus should be.
- [2 Salesforce Communities Motivate CVA’s Volunteer Network](https://www.aptaria.com/resource/2-salesforce-communities-motivate-cvas-volunteer-network/) - Concerned Veterans for America (CVA) is a nonprofit organization dedicated to political advocacy for veterans’ rights. CVA depends on a network of volunteers across America—but these grassroots campaigners had no online forum to connect, plan, or even sign up for events. During election years like 2016, advocacy groups compete for volunteers’ time. After announcing its
- [Salesforce Mobile App Development at Your Service](https://www.aptaria.com/resource/salesforce-mobile-app-development-at-your-service/) - We recently added a service to our offerings: mobile app development on the Salesforce platform. If you need a mobile app that works offline, Salesforce’s Mobile Software Development Kit holds the solution. For example, we built a Salesforce1 mobile app for eFormix that allows hospital staff to fill out digital inspection forms without cell service
- [Aptaria is pleased to announce the Consortium for Energy Efficiency as a client.](https://www.aptaria.com/resource/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
- [Aptaria partners with Docusign to bring Docusign Agreement Cloud solutions to our Salesforce customers.](https://www.aptaria.com/resource/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.
- [Dreamforce 2016: Aptaria to Present on Emerging Trend of Gamification](https://www.aptaria.com/resource/dreamforce-2016-aptaria-to-present-on-emerging-trend-of-gamification/) - This year, I’ll present a recent Aptaria success story at Dreamforce, Salesforce’s annual convention in San Francisco. I’ve had the privilege of representing Aptaria’s work at 8 Dreamforce conferences since 2008. Attending Dreamforce is always a valuable opportunity for me to stay on the cutting edge of Salesforce’s products. I also get the chance to
- [New Client: Databook Hires Aptaria to Launch Its First Salesforce AppExchange App](https://www.aptaria.com/resource/new-client-databook-hires-aptaria-to-launch-its-first-salesforce-appexchange-app/) - 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
- [Push Data to Salesforce App Users With Hub/Spoke Model](https://www.aptaria.com/resource/push-data-to-salesforce-app-users-with-hub-spoke-model/) - Salesforce.com offers an excellent platform for independent software vendors (ISVs) to distribute commercial applications. Salesforce, as the original cloud platform as a service (PaaS), pioneered the infrastructure to enable ISVs to also push code updates transparently to end users, without their involvement. This capability is possible only with cloud-based technology. However, the Salesforce platform does
- [Meet Our New Senior Cloud Consultant: Nathan Strelow](https://www.aptaria.com/resource/meet-our-new-senior-cloud-consultant-nathan-strelow/) - 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
- [ISVs: Use Extension Packages to Boost Revenue With More Versatile Apps](https://www.aptaria.com/resource/isvs-use-extension-packages-to-boost-revenue-with-more-versatile-apps/) - Salesforce is the No. 1 CRM provider for the third year in a row, according to research firm Gartner, and it gained the most market share in the worldwide marketing software category based on 2014 total software spend. So naturally, independent software vendors (ISVs) are busy building and selling apps on the Salesforce AppExchange that
- [Frustrated by Your AMS? You’re Not Alone](https://www.aptaria.com/resource/frustrated-by-your-ams-youre-not-alone/) - In principle, an association management system is a game-changing technology solution. Associations use them to manage nearly every aspect of their membership program: sign-ups, renewals, donations, event registrations, email marketing, invoices and more. By using an AMS, associations can handle all of those tasks in one place. It should save time for employees and money
- [Edward Choi Joins Aptaria Board of Advisors](https://www.aptaria.com/resource/edward-choi-joins-aptaria-board-of-advisors/) - We expect 2023 to be an exciting year for Aptaria, and it got off to a great start as Edward Choi joined our board of advisors. Edward brings years of experience in IT, Cloud and cybersecurity strategy, consulting, sales, and entrepreneurship to this role, as well as ample experience leading growth and marketing efforts for
- [Ready to Build an AppExchange App? Here’s How Aptaria’s Development Process Is Different](https://www.aptaria.com/resource/ready-to-build-an-appexchange-app-heres-how-aptarias-development-process-is-different/) - If you are an independent software vendor who has decided to build a Salesforce app, you are probably focused on the final product. You wonder how potential customers will find the app in the AppExchange, how users will interact with it, or how much revenue it will generate. But ISVs should focus on how their
- [6 Qualities to Look for When Hiring a Salesforce App Developer](https://www.aptaria.com/resource/6-qualities-to-look-for-when-hiring-a-salesforce-app-developer/) - If your company is considering building a Salesforce app to distribute on the AppExchange, you probably are thinking that you need to find a developer who has experience. That’s true — but there’s more to it than that. The key to hiring a Salesforce app developer (also known as a product development organization, or PDO)
- [5 Reasons ISVs Should Build a Salesforce App](https://www.aptaria.com/resource/5-reasons-isvs-should-build-a-salesforce-app/) - 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. At Aptaria, we’ve seen this work for dozens of ISVs
- [3 New Clients Choose Aptaria for Salesforce Customization Projects](https://www.aptaria.com/resource/3-new-clients-choose-aptaria-for-salesforce-customization-projects/) - In the last quarter of 2017, we welcomed 3 new clients: technology companies ARG and ServicePower as well as nonprofit ClearPath. Their different projects exemplify the many ways Salesforce—and Aptaria—can help businesses and organizations. ARG, Inc. is a service broker for telecommunications and technology services. ARG hired us to build a modern Salesforce solution for
- [7 New Salesforce Partner Projects for Aptaria in Q2](https://www.aptaria.com/resource/7-new-salesforce-partner-projects-for-aptaria-in-q2/) - 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
- [Aptaria Celebrates 10 Years as a Salesforce Partner](https://www.aptaria.com/resource/aptaria-celebrates-10-years-as-a-salesforce-partner/) - 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
- [Save the Date! Come to Our Salesforce Nonprofit Demo Party](https://www.aptaria.com/resource/save-the-date-come-to-our-salesforce-nonprofit-demo-party/) - On Tuesday, November 29, Aptaria will host a Salesforce demo party for nonprofits. This Giving Tuesday event is an opportunity for nonprofit managers to learn more about how Salesforce can benefit their organizations. Where? Kimpton Hotel Monaco in Baltimore, MD When? The event starts at 4 p.m. How much? It’s free! We’ll
- [Upgrade Your App to Salesforce Lightning by February 2017](https://www.aptaria.com/resource/upgrade-your-app-to-salesforce-lightning-by-february-2017/) - Do you have an app listed on Salesforce’s AppExchange? You have until February 2017 to update your app so that it’s compatible with Salesforce Lightning. Salesforce has not yet announced the consequences for apps that don’t make the transition to Lightning. However, it’s possible that an app may be delisted from the AppExchange if it
- [Salesforce Nonprofit Tips and Success Stories from Aptaria’s Demo Party](https://www.aptaria.com/resource/salesforce-nonprofit-tips-and-success-stories-from-aptarias-demo-party/) - Do you work for a nonprofit? If so, how do you manage your information? At Aptaria, we’ve seen organizations struggle with legacy systems, like iMIS, or with low-tech solutions, like Excel, that can’t keep up with their needs. That’s why we hosted an event on November 29, 2016 to connect with nonprofits in Baltimore. We
- [What to Expect at Dreamforce 2017: Forecast for Salesforce Einstein and More](https://www.aptaria.com/resource/what-to-expect-at-dreamforce-2017-forecast-for-salesforce-einstein-and-more/) - Aptaria is headed to Dreamforce, Salesforce’s annual conference in San Francisco, to present a recent client case study. Our team is also looking forward to Salesforce’s announcements about new features and products, a highly-anticipated part of Dreamforce each year. After more than a decade as a Salesforce Partner, we’ve honed the ability to anticipate Salesforce’s
- [New Case Study: Aptaria as a Salesforce App Innovation Partner for KZO Drive](https://www.aptaria.com/resource/new-case-study-aptaria-as-a-salesforce-app-innovation-partner-for-kzo-drive-2/) - We recently added a case study about our work on the KZO Drive Salesforce app to our library of success stories. KZO Innovations produces an enterprise software suite for creating, managing, and delivering videos. After years of using video communications to fuel its own sales, KZO wanted to build an app that would allow other
- [Salesforce for Nonprofits: Rebuilding Together Montgomery County](https://www.aptaria.com/resource/salesforce-for-nonprofits-rebuilding-together-montgomery-county/) - Aptaria tailored Salesforce’s Nonprofit Starter Pack to help a nonprofit organization manage home repair projects for vulnerable households. Challenge: Difficulty tracking complex projects and running reports Rebuilding Together Montgomery County (RTMC) repairs the homes of low-income people in Montgomery County, Maryland. Residents apply for assistance, then the organization evaluates the damage and allocates funds. Finally,
- [What's It Like to Work with a Salesforce Partner?](https://www.aptaria.com/resource/whats-it-like-to-work-with-a-salesforce-partner/) - Maybe you’re already looking for a Salesforce Partner. Or maybe you’re at an earlier stage: comparing CRM systems and considering whether Salesforce can meet your CRM needs. You probably have a lot of questions. At Aptaria, we’re happy to answer them. If you’ve never worked with a Salesforce Partner, you may be wondering what it’s

## Team

- [Andrew Lawlor](https://www.aptaria.com/team/andrew-lawlor/)
- [Carlos Tambasco](https://www.aptaria.com/team/carlos-tambasco/)
- [Ryan Sears](https://www.aptaria.com/team/ryan-sears/)
- [Cliff Spitz](https://www.aptaria.com/team/cliff-spitz/)
- [Edward Choi](https://www.aptaria.com/team/edward-choi/)
- [Vanessa Lewis](https://www.aptaria.com/team/vanessa-lewis/)
- [Dagaberto Suarez](https://www.aptaria.com/team/dagaberto-suarez/)
- [Phil Kramer](https://www.aptaria.com/team/phil-kramer/)
- [Jennifer Dwyer](https://www.aptaria.com/team/jennifer-dwyer/)
- [Chen Qian](https://www.aptaria.com/team/chen-qian/)

## Categories

- [Artificial Intelligence](https://www.aptaria.com/category/artificial-intelligence/)