Blog Client Success Stories David Cockrum 6/10/21 Client Success Stories David Cockrum 6/10/21 Leader in the debt-relief industry transitions to Salesforce to streamline processes across their organization Read More Client Success Stories David Cockrum 6/8/21 Client Success Stories David Cockrum 6/8/21 Growth by optimization and automation for a Mortgage enterprise Read More Client Success Stories David Cockrum 12/4/20 Client Success Stories David Cockrum 12/4/20 The art of expanding a wealth management firm's communication channels to include text messaging: with compliance and efficiency top of mind Read More Client Success Stories David Cockrum 5/25/20 Client Success Stories David Cockrum 5/25/20 Optimizing your Salesforce Org to Boost Service Team Productivity Read More Client Success Stories David Cockrum 4/28/20 Client Success Stories David Cockrum 4/28/20 Personalized marketing at scale leveraging Marketing Cloud Read More Client Success Stories David Cockrum 4/22/20 Client Success Stories David Cockrum 4/22/20 Taking manual labor out of common marketing to create an exceptional customer journey Read More Client Success Stories David Cockrum 4/21/20 Client Success Stories David Cockrum 4/21/20 Supercharging a Mortgage and Lending Company by centralizing their data for increased sales and retention using Salesforce™ Read More Client Success Stories David Cockrum 4/20/20 Client Success Stories David Cockrum 4/20/20 Re-Targeting a bank’s approach to sales through process analysis and cloud technology Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Maximizing your service teams’ productivity with an all-in-one platform Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Transforming client experience in Wealth Management with Financial Service Cloud Read More Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Effectively managing CARES Act/Payroll Protection Program (PPP) loans through integration with Salesforce™ and SBA’s E-Tran system Read More Client Success Stories David Cockrum 4/15/20 Client Success Stories David Cockrum 4/15/20 Leveraging Salesforce™ High Velocity Sales and Pardot to boost sales and drive efficiencies Read More
Client Success Stories David Cockrum 6/10/21 Client Success Stories David Cockrum 6/10/21 Leader in the debt-relief industry transitions to Salesforce to streamline processes across their organization Read More
Client Success Stories David Cockrum 6/8/21 Client Success Stories David Cockrum 6/8/21 Growth by optimization and automation for a Mortgage enterprise Read More
Client Success Stories David Cockrum 12/4/20 Client Success Stories David Cockrum 12/4/20 The art of expanding a wealth management firm's communication channels to include text messaging: with compliance and efficiency top of mind Read More
Client Success Stories David Cockrum 5/25/20 Client Success Stories David Cockrum 5/25/20 Optimizing your Salesforce Org to Boost Service Team Productivity Read More
Client Success Stories David Cockrum 4/28/20 Client Success Stories David Cockrum 4/28/20 Personalized marketing at scale leveraging Marketing Cloud Read More
Client Success Stories David Cockrum 4/22/20 Client Success Stories David Cockrum 4/22/20 Taking manual labor out of common marketing to create an exceptional customer journey Read More
Client Success Stories David Cockrum 4/21/20 Client Success Stories David Cockrum 4/21/20 Supercharging a Mortgage and Lending Company by centralizing their data for increased sales and retention using Salesforce™ Read More
Client Success Stories David Cockrum 4/20/20 Client Success Stories David Cockrum 4/20/20 Re-Targeting a bank’s approach to sales through process analysis and cloud technology Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Maximizing your service teams’ productivity with an all-in-one platform Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Transforming client experience in Wealth Management with Financial Service Cloud Read More
Client Success Stories David Cockrum 4/16/20 Client Success Stories David Cockrum 4/16/20 Effectively managing CARES Act/Payroll Protection Program (PPP) loans through integration with Salesforce™ and SBA’s E-Tran system Read More
Client Success Stories David Cockrum 4/15/20 Client Success Stories David Cockrum 4/15/20 Leveraging Salesforce™ High Velocity Sales and Pardot to boost sales and drive efficiencies Read More
