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Case Studies

Relay Resources Implements Salesforce Revenue Cloud Advanced

Relay Resources is an Oregon based nonprofit dedicated to creating meaningful employment opportunities for people with disabilities through commercial services including janitorial, document solutions, and facilities...

Salesforce Nonprofit
Blog

The Future of Salesforce Revenue Management

Over the past year, Salesforce has made one thing abundantly clear: artificial intelligence is no longer an add on. It is becoming the centrepiece of the platform. From sales and service to marketing and revenue...

Salesforce Risk and Compliance
Blog

Salesforce CPQ: Time to Move On?

For many organisations, Salesforce CPQ has been a reliable engine for quoting. It has helped sales teams configure complex products, apply pricing rules, and generate accurate quotes at speed. But while CPQ continues to...

Salesforce Risk and Compliance
Case Studies

CX Labs Delivers Seamless Payment Provider Migration

Source for Business, a leading UK water retailer needed to move quickly from a legacy payment service that was being decommissioned. Each month, thousands of customers rely on it to make secure, straightforward...

Salesforce Water and Utilities
Blog

The Real Cost of Spreadsheet-Driven Grant Management

Grant management in many non-profits still runs on spreadsheets, shared drives, and long email threads. The visible pain is administrative. The real cost is strategic: lower win rates and weaker renewals.

Nonprofit
Blog

The Hidden Cost of “Good Enough” Estimating Spreadsheets

Spreadsheets are the comfort food of estimating: familiar, fast, and quietly expensive. Over time “good enough” becomes margin erosion you can’t pinpoint and proposals you can’t defend once a project is underway.

Salesforce Risk and Compliance
Blog

Donor Retention Is an Operations Problem

Most non-profits talk about retention as if it’s a messaging issue. Better thank-you emails help, but they are not the main driver. Retention rises when stewardship becomes a repeatable operating discipline.

Nonprofit
Case Studies

SureStep Implements Dynamics 365 Sales

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As a fast growing boutique risk and compliance consultancy, SureStep depends on strong sales execution, accurate...

SalesforceDynamics 365 Risk and Compliance
Case Studies

SureStep Implements Dynamics 365 Customer Service

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As their services business expanded and their SaaS platform matured, SureStep required a scalable and auditable...

Dynamics 365 Risk and Compliance
Blog

My Key Takeaways from Dreamforce

Reflecting on another amazing Dreamforce conference and I thought I would share some of my key takeaways. It was full of big announcements, bold predictions, and more AI talk than ever. But underneath all the noise, a...

Salesforce Nonprofit
Case Studies

Transforming Client Support with Salesforce + Slack Integration

SureStep delivers technology solutions and support across multiple industries. With a growing client base, the company manages support requests and sales opportunities through Salesforce. To better serve clients and...

SalesforceSlack Risk and Compliance
Reviews

Industry: Engineering, Construction, & Real Estate — Neil Kelly

Stephen was amazing with our Calendly Implementation. He built the Flows to our specification, tested many scenarios, and made sure everything was working without issue. I would gladly work with Stephen again on our...

Construction and Real Estate
Case Studies

Empowering SureStep with a Scalable Lead Generation Solution

SureStep is a global leader in Governance, Risk, and Compliance (GRC) Design and strategy consulting, with offices in Canada, the United States, Singapore, and Hong Kong. The firm specializes in delivering integrated...

SalesforceSlack Risk and Compliance
Case Studies

SureStep Enhances SOC 2 Compliance with CX Labs + Power Automate

SureStep delivers secure and reliable solutions for its customers. To maintain trust and meet SOC 2 standards, SureStep must collect and validate evidence across multiple teams on an ongoing basis. Ensuring this...

Power Automate Risk and Compliance
Case Studies

Neil Kelly Transforms Project and Financial Management

Since 1947, Neil Kelly has been a pioneer in the design/build remodeling industry across the Northwest. Known for award winning designs, unparalleled craftsmanship, and a commitment to people and the planet, Neil Kelly...

Salesforce Construction and Real Estate
Case Studies

Relay Resources Modernizes with Salesforce Nonprofit Cloud

Relay Resources is a leading disability social enterprise nonprofit in the Pacific Northwest with a mission to transform workplaces and communities by championing disability inclusion. With nearly 900 employees across...

Salesforce Nonprofit
Case Studies

Aquacare Streamlines Compliance with Joblogic

Aquacare is a leading water management specialist based in the South West, delivering a full range of water hygiene services — from legionella risk assessments and tank cleaning to TMV servicing, training, and...

Joblogic Risk and Compliance