https://cxlabs.co/tags/reporting/CX Labs turns data into action: Salesforce and CRM implementation, integration, automation, and reporting, with deep experience in risk and compliance.Hugoen-usTue, 14 Jul 2026 10:37:18 +0000https://cxlabs.co/case-studies/relay-resources-implements-salesforce-revenue-cloud-advanced/Tue, 14 Jul 2026 10:37:18 +0000https://cxlabs.co/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...https://cxlabs.co/blog/your-clients-are-telling-you-what-to-sell-are-you-listening/Wed, 22 Apr 2026 07:21:57 +0000https://cxlabs.co/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...https://cxlabs.co/blog/the-real-cost-of-spreadsheet-driven-grant-management/Wed, 22 Apr 2026 07:21:48 +0000https://cxlabs.co/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.https://cxlabs.co/blog/the-hidden-cost-of-good-enough-estimating-spreadsheets/Wed, 22 Apr 2026 07:21:39 +0000https://cxlabs.co/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.https://cxlabs.co/blog/donor-retention-is-an-operations-problem/Wed, 22 Apr 2026 07:21:18 +0000https://cxlabs.co/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.https://cxlabs.co/case-studies/case-study-surestep-implements-dynamics-365-sales/Sat, 31 Jan 2026 06:46:17 +0000https://cxlabs.co/case-studies/case-study-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...https://cxlabs.co/case-studies/surestep-implements-dynamics-365-customer-service/Sat, 31 Jan 2026 06:44:46 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/transforming-client-support-with-salesforce-slack-integration/Tue, 23 Sep 2025 19:18:21 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/empowering-surestep-with-a-scalable-lead-generation-solution/Mon, 22 Sep 2025 20:42:25 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/surestep-enhances-soc-2-compliance-with-cx-labs-power-automate/Mon, 22 Sep 2025 20:38:54 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/neil-kelly-transforms-project-and-financial-management/Sun, 21 Sep 2025 21:29:59 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/relay-resources-modernizes-with-salesforce-nonprofit-cloud/Sun, 21 Sep 2025 19:26:55 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/pennon-water-services-streamlines-customer-payments-and-telephony/Sun, 21 Sep 2025 19:18:11 +0000https://cxlabs.co/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...https://cxlabs.co/case-studies/aquacare-streamlines-compliance-with-joblogic/Sun, 21 Sep 2025 09:13:38 +0000https://cxlabs.co/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...