Industry: Financial Services (FS)
Products & Services: Sales Cloud, Service Cloud
NewBridge Group is one of the most active funeral home succession planning and financial consulting firms in the industry, having assisted in the sale, purchase, and financing of more than 600 funeral home businesses. CloudBlazer was selected to implement Sales Cloud and Service Cloud to optimize business processes while aligning the overall growth strategy of NewBridge.
Industry: Education
Products & Services: Sales Cloud, Marketing Cloud, Sales Cloud with ERP integration, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Inbox
Noodle Partners creates online degree programs for elite US colleges and universities. CloudBlazer was selected to design an unique solution that would allow Noodle to efficiently rollout seperate instances of Sales Cloud and Marketing Cloud for each of their university clients. The solution included an unlocked / managed package that included all relevant objects and components for all clients that can be downloaded into each instance of Salesforce in order to recognize significant time and cost savings.
Industry: Manufacturing & Distribution, Auto, Energy (MAE)
Products & Services: Sales Cloud, Service Cloud, Salesforce Managed Services
NTT Communications is the leading global provider of information and communications technology (ICT) solutions within NTT Group which ranks in the top 100 of the Fortune Global 500. CloudBlazer provides ongoing consulting and managed services to support the company's continued growth on the Salesforce platform.
Industry: Manufacturing & Distribution, Auto, Energy (MAE), Transportation & Logistics, Automotive / Dealerships
Products & Services: Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting
Omnijet jet sales and management is one of the leading, most experienced, and most trusted jet brokerage firms in the world. CloudBlazer was selected to implement Sales Cloud to provide better visibility into sales pipeline and more effective management of new opportunities and current accounts. Omnijet took a crawl, walk, run approach towards the implementation and adoption of Salesforce and continues to leverage CloudBlazer for ongoing support through our Managed Services Program.
Industry: Healthcare, Professional Services, Technology
Products & Services: Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Inbox, Salesforce Consulting
Integrations: Bullhorn, Backoffice System
Optimum Healthcare IT is a staffing and consulting services firm working with healthcare providers, payers, software, and life sciences organizations. CloudBlazer was chosen to implement Sales Cloud, Inbox and Pardot (a.k.a. Mareting Cloud Account Engagement) and transition the company from their legacy platform, Sugar CRM. CloudBlazer continues to offer support through our Managed Services Program.
Industry: Construction & Architecture, Consumer Business Services (CBS)
Products & Services: Field Service Lightning, Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting
Orion is a leading specialty construction company providing services both on and off the water through its heavy civil marine construction segment, its industrial segment, and its commercial concrete segment. CloudBlazer was selected to conduct 3 separate projects. Project 1: Sales Cloud and Marketing Cloud B2B Account Engagement Team: Orion Marine & Engineering Sales & Marketing (20 Users) Key Objectives & Success Factors for the Project: • Define Sales processes and requirements and provide a solution design that would effectively measure/enforce the alignment to the client approved processes and requirements. • Admin efficiency gains to provide Sales with more time for current and prospective client selling time • Increased exposure to Sales opportunities and personal optimization/management. • Establish the MVP (minimum viable product) for go-live in the Requirements Workshop to support accelerated implementation needs for the Sales team. • Effective opportunity management inclusive of bidding & pipeline visibility. • Establish single source of truth (data integrity). • Leverage reports & dashboards to increase data driven decisions and accurate forecasting. • Implement Vision-e - Business Card Scanner App so that contacts made at events and trade shows get into Salesforce immediately to support automated tasks for follow up and post event marketing campaigns. Also essential for one-off meetings & contacts made. • Define customer surveying requirements and implement survey tool for customer surveys. Project 2: Sales Cloud and Marketing Cloud B2B Account Engagement Team: Orion Concrete Sales (15 Users) Key Objectives & Success Factors for the Project: • Successful implementation and adoption of Sales Cloud leveraging phase 1 successes and best practices • Effective opportunity management inclusive of bidding & pipeline visibility. • Establish single source of truth (data integrity). • Leverage reports & dashboards to increase data driven decisions and accurate forecasting. • Implement Vision-e - Business Card Scanner App so that contacts made at events and trade shows get into Salesforce immediately to support automated tasks for follow up and post event marketing campaigns. Also essential for one-off meetings & contacts made. • Define customer surveying requirements and implement survey tool for customer surveys. Project 3: Field Service / Service Cloud Team: Orion Concrete Sales (10 In Office Service Advisors/Dispatchers & 20 Field Technicians) Key Objectives & Success Factors for the Project: • Define short and long-term Field Service processes and requirements and provide a solution design that would effectively measure/enforce the alignment to the client approved processes and requirements. • Design a mobile experience for Field Techs that would allow them to easily provide details information to update office / dispatchers on client cases. • Effective Case creation and management that would decrease resolution time and increase effective communication between all Orion employees and customers. • Utilization of Flows in Salesforce to automate manual processes. • Development of Reports and Dashboards to meet Orion defined reporting requirements. • Improve customer satisfaction and measure improved CSat via surveys. We continue to provide Salesforce support through our Managed Services program. Upon completion of the project, Brittany Dodson from Orion provided the following testimonial: "We were looking for a Salesforce implementer that would help us standardize our processes while also providing the freedom for our business units to operate independently and CloudBlazer exceeded expectations. They took the time to understand our requirements and gave us multiple options to customize for our business needs. Their team is very knowledgeable, outgoing, excellent at communicating, and delivers results."
OWL SERVICES (FORMALLY OSCAR W. LARSON)
Industry: Oil and Gas
Products & Services: Solution Design, Data Strategy, Consulting and Procurement
Owl Services, formally Oscar W. Larson, is a full service petroleum and fluid handling equipment contracting delivering "one stop" shopping to meet all design, construction, excavation, remodeling, installation, service, building maintenance, product consultation, and sales needs. CloudBlazer was chosen to lead a Business Process Review and Requirements Workshop to direct them for the next steps of success.
Industry: Financial Services (FS)
Products & Services: Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Salesforce Consulting, High Velocity Sales
Integrations: Construction Wire
Pace Equity provides capital financing for all types of projects including new construction, redevelopment/renovation, retroactive refinancing, renewable energy and special use. CloudBlazer was chosen to upgrade the existing instance of professional edition Sales Cloud to enterprise edition, implement High Velocity Sales and to optimize their current usage of Pardot. Integration with Construction Wire was also completed within this project. CloudBlazer continues to work with Pace Equity through our Managed Services program.
PARKING MANAGEMENT COMPANY (PMC)
Industry: Travel, Tourism & Hospitality
Products & Services: Pardot, Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Salesforce Consulting, Marketing Cloud Account Engagement
Parking Management Company (PMC) is a hospitality parking services provider and commercial parking management company. PMC provides valet, bell, shuttle & self-parking services for hotels, commercial lots and garages, hospitals, and event venues. CloudBlazer was selected to define business processes and sales & marketing requirements, implement Salesforce Sales Cloud and Marketing Cloud to support the growth strategy and goals of the business. We continue to provide Salesforce consulting and configuration support through our Managed Services Program.
Industry: Manufacturing & Distribution, Auto, Energy (MAE)
Products & Services: Sales Cloud, Salesforce Managed Services, Solution Design, Data Strategy, Consulting and Procurement, Data Services (Migration / Integration), Inbox, Salesforce Consulting
Parrish Tire Company is one of the largest tire dealers in the Southeast. They operate wholesale, retail, and commercial truck tire centers in NC, SC, VA, GA, and OH. CloudBlazer was selected to implement Sales Cloud and Inbox with AS400 integration to optimize sales processes and operations across the business. We continue to provide Salesforce consulting and configuration support through our Managed Services Program.
