Elevate Your Success
We have partnered on hundreds of implementations and fostered long-lasting relationships with leading clients in the education, real estate, and other service sectors.
WHAT THEY NEEDED:
Managed Facility Solutions needed Sales Cloud setup for renewals, location tracking, and product/pricing migration to facilitate quoting and data processes.
HOW WE SOLVD IT:
SOLVD customized objects, built custom actions, and developed a quoting process to streamline data management, renewals, and quote generation in Salesforce.
SALESFORCE PRODUCTS USED:
Sales Cloud, Sales Cloud Einstein
SOLVD SERVICES:
Product Implementation
Valerie Durham – VP of Sales and Operations at MFS
Highly Recommend
“We hired SOLVD to create a custom solution within Salesforce for our team. The team was knowledgeable and led us through the process. There were times when our company didn’t know how to take the next step, but the SOLVD team was there to guide us using their experience and expertise. I highly recommend working with Brendan & Ben, they’re fantastic!”
As a fast-growing company, having a close partner like SOLVD has been key in allowing us to flex with the ebbs and flow of the business. They’ve been able to step in at the last minute, partner more closely when critical system issues arise, and have been extremely accommodating with resource allocation when we embark on complex projects – and so much more.”
WHAT THEY NEEDED:
Gutterglove needed sales visibility, forecasting, territory-based auto-assignment, and seamless data syncing with NetSuite and external systems for accurate reporting.
HOW WE SOLVD IT:
SOLVD configured Sales Cloud, automated processes, built dashboards, integrated NetSuite, enabled lead auto-assignment, ensured data integrity, and planned future enhancements.
SALESFORCE PRODUCTS USED:
Sales Cloud
SOLVD SERVICES:
Product Implementation
Dave Gentry – National Sales Operations Manager at Gutterglove
Instrumental in our successful launch
“The team at SOLVD has been instrumental in our successful launch of Salesforce to our national sales team and international customer support team. Ryan, in particular, has been extremely helpful applying his talent at translating and coordinating the needs of Sales leadership to overcome technical barriers within not only Salesforce but additional digital resources and internal and external stakeholders.”
TRUSTED BY TRAILBLAZERS IN THE INDUSTRY
WHAT THEY NEEDED:
Pathstream needed to merge B2B and B2C Salesforce orgs to reduce costs, streamline operations, and unify sales and service management.
HOW WE SOLVD IT:
SOLVD merged B2B into B2C, configured security, migrated data/users, optimized permissions, and ensured a smooth transition—completing the project under budget.
SALESFORCE PRODUCTS USED:
Sales Cloud, Service Cloud
SOLVD SERVICES:
Org Merge + Data Migration
Veronica Wong – Director of Operatons at Pathstream
Excellent
“From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!”
