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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

Your Clients Are Telling You What to Sell - Are you listening?

Most construction companies are sitting on years of client, project, and scope data, yet still make growth decisions based on instinct. Leadership teams debate where to invest, which services to expand, and which...

Salesforce Construction and Real Estate
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
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
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

Pennon Water Services Streamlines Customer Payments and Telephony

Pennon Water Services Ltd, trading as Source for Business , is a leading water and wastewater retailer serving over 150,000 business customer accounts across the UK. As a joint venture between Pennon Group Plc and South...

Salesforce Water and Utilities
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