News & Resources — February 2015 Archive

Plant Construction

Problem: Plant Construction needed to move legacy data to Salesforce and track new jobs and projects in their sales funnel with easy reporting and dashboards.  They needed one centralized area for proposals, RFP responses and approval processes, and they needed to track their ROI on certain projects (win/loss ratio). Solution: Buan implemented a fully usable system within…

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Embedded Report Charts

Sometimes you want to dig into the details without actually having to dig for them, and that’s when embedded report charts in come in handy. Salesforce offers an extensive suite of reports and dashboards to help you forecast, monitor, and optimize business performance. Instead of navigating to the Reports tab, you can embed a…

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