News, Events & Resources

News, Tips, and All Things CRM

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Quality Health Strategies

Company Overview: Quality Health Strategies (QHS) is the parent of established and prominent health care organizations. With over 400 highly skilled health industry associates, QHS uses a combination of knowledge, experience, creativity and cutting-edge technology to ensure the future of quality health in health care and human services. Problem: QHS was using an outdated database system…

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How to Quickly Create & Edit SpringCM documents

Spring CM Button Proof

Posted by Buan Consulting With a single click, the SpringCM Edit application simplifies the process of editing and creating versions of a SpringCM document, saving time for admins who are modifying templates and contract process users making internal edits! “One-Click Edit” will take care of: –downloading the document, –opening it in the native application for editing, and –checking in…

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Vidsys

Company Overview: Vidsys provides a transformational Physical Security Information Management (PSIM) software platform used to run operations centers for public sector agencies and leading enterprise organizations globally. Problem: Sales Process was unorganized and needed to be streamlined. Quoting and output documents were created in Excel, causing room for error, and allowing users to edit Quotes without management oversight.  Price books…

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The Best of Spring ‘17 – Salesforce CPQ for Partner Communities

Megan Leary

Posted by Megan Leary, Senior Consultant Extending your Salesforce data and resources to partners is an invaluable way to connect with your channel in real-time. From assigning Leads, collaborating on Opportunities, registering deals and extending training resources – Partner Communities can help deals get closed faster. Now in the Spring ‘17 release, Salesforce is arming…

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Product & Service Notification- Upgrade to TLS 1.1 or higher by July 22

Upgrade to TLS 1.1 or higher by July 22 Reminder that Salesforce is requiring an upgrade to TLS 1.1 or higher by July 22, 2017. On that date TLS 1.0 will be disabled. Click here to learn if your organization will be affected by this TLS 1.0 encryption protocol change from Salesforce and how to identify users or integrations still…

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Salesforce Product & Service Notification – Salesforce 1 for iOS v13.0

Salesforce 1 for iOS v13.0 (Summer ’17) is now available in the App Store. You’ll be able to take advantage of new features including: Full transition to Apple’s new and improved web view Event scheduling with attendees & sync to Office 365 Support for Campaigns and Lightening Knowledge Ability to view, edit and delete Case comments…

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Unity Technologies

Company Overview: Unity Technologies is the creator of Unity, an intuitive and flexible development platform used to make wildly creative and intelligently interactive 3D and 2D content. The “author once, deploy everywhere” capability ensures developers can publish to all of the most popular platforms.  Unity Technologies boasts a thriving community of over 2 million registered developers…

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You Don’t Have to be a Consultant to Get Certified!

david-white-b

Posted by David White, Consultant When it comes to handling a full-scale Salesforce implementation, your best bet is to reach out to a talented partner like Buan. But whether you want to handle quick, day-to-day Salesforce tasks, or if you want to learn more about the platform in general, you should consider preparing for various…

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Organizing Your Content in Salesforce with SpringCM File It

Meryl Flynn

Posted by Meryl Flynn, SpringCM Practice Lead One of the biggest concerns for Salesforce Users is how to manage their documents.  Leveraging standard Libraries and Files can help, but oftentimes, it can take forever to find a specific document, or duplicate documents are made within the same org.  A better filing system is necessary for…

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