News, Events & Resources

News, Tips, and All Things CRM

Up-to-the-minute Salesforce product release information, insights, trends, news, and a basic Buan mind-tap. Sign up to have this juicy cloud-based news fed right to your inbox.


Company Overview: ScienceLogic delivers the next generation IT monitoring platform for the Internet of everything. Over 20,000 global Service Providers, enterprises, and government organizations rely on ScienceLogic every day to significantly enhance their IT operations. With complete Hybrid IT monitoring, total Amazon Web Services (AWS) visibility, and over 1,500 dynamic management Apps included in the platform,…

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What We Value

Buan Consulting was founded on a specific set of Corporate Values that drive everything we do.  In this new column, we will feature a corporate value and show an example of how we recently lived it! “Give to get — make the customer successful and we will be successful.” Seventeen years ago, Buan Consulting started its…

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Buan’s Top Picks for New SpringCM Functionality

Posted by Kristina Lee, SpringCM Engagement Manager Many new enhancements were introduced in the Summer release of SpringCM.  Over the last few months, Buan has been able to review and implement several of these new developments with our customers.  We would like to share with you some of our favorite new SpringCM functionality! New Document…

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Company Overview: Aetna is a popular health insurance provider headquartered in Connecticut.  The voluntary division provides voluntary insurance benefits, available through employers. These affordable insurance plans, which you pay for through payroll deduction, include benefits such as Aetna Fixed Benefits, Hospital Plans, Critical Illness Plans, Accident Plans, and Dental/Vision insurance. Problem: Aetna recognized they needed to streamline…

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Support Services from Buan Consulting

Posted by Sean Book, Customer Success Manager Buan Consulting has exciting news to share with you. We have launched our Buan Customer Success Team (CST), a group of talented experts dedicated to the long term success of each client partnering with Buan. The Buan Customer Success Team is a client support group where your requests are…

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Process Builder and Visual Workflow – Your Admin’s Favorite Combo!

Posted by David White, Consultant Life as a Salesforce administrator can be frustrating at times. Many project requirements or requests that seem easy enough, such as automatically assigning a user to a group upon creation, require a developer to create a trigger. But what if your developer doesn’t have time? What if you don’t have…

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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 healthcare and human services. Problem: QHS was using an outdated database system and…

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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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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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