CRM Tag

Reason why SharePoint is good for businesses

Are you tired of managing your company files on an outdated legacy system? If so, it’s time to consider upgrading to a more efficient solution. Microsoft SharePoint is revolutionizing the way businesses organize, share, and edit files, providing a streamlined...

March 15, 2021

Best practices for hiring and working with offshore Salesforce partners

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Best practices for hiring and working with offshore Salesforce partners

Investing solely in a Salesforce CRM tool doesn’t guarantee success. To truly get ahead, you need an expert Salesforce consulting partner to provide essential business assistance. Finding the right offshore partner for your Salesforce implementations requires careful evaluation. With over...

February 5, 2021

Live Migration of 20+ million records from a legacy CRM onto Salesforce

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Live Migration of 20+ million records from a legacy CRM onto Salesforce

The task was to phase out the legacy CRM, shift the offshore office onto Salesforce, and transfer all the records from the legacy CRM onto the cloud while maintaining ‘business as usual’ at both offices. Find out how Milestone successfully...

January 12, 2021

Seamless data transfer by leveraging the power of Salesforce Automation

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Seamless data transfer by leveraging the power of Salesforce Automation

To cater to changing business requirements, the client, UIC wanted to implement, integrate, and migrate to a new Salesforce Automation (SFA) application. They wanted to overcome the challenges of data redundancy and inconsistency because of the existing system. UIC needed a clear roadmap...

January 11, 2021

Partnering in the Digital Transformation of a Leading University in the US

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Partnering in the Digital Transformation of a Leading University in the US

The client sought a robust and all-encompassing solution to revamp their existing CRM solutions, website, and report generation process. Additionally, they aimed to integrate course modules into their Learning Management System, Canvas. They required a strategic and technically proficient partner...

January 10, 2021

Digital makeover of a renowned publishing house with Milestone’s Salesforce competence

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Digital makeover of a renowned publishing house with Milestone’s Salesforce competence

A global leader in self-publishing embraces digital transformation with Milestone’s Salesforce proficiency! A US-based self-publishing giant providing technology-enabled publishing services to aspiring authors, aims to make publishing accessible and affordable to anyone, anywhere, and anytime. The client’s business logic container...

January 10, 2021

Attain An Integrated School Management System Using Salesforce Community Cloud & VLE

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Attain An Integrated School Management System Using Salesforce Community Cloud & VLE

A leading medical institution in the UK sought to establish a student application portal utilizing Salesforce Community Cloud. Milestone facilitated the integration of essential applications such as SIS and VLE. Additionally, we developed a modern and visually appealing application by...

January 10, 2021

Introducing a highly customizable data duplication management solution for the client’s Salesforce CRM System

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Introducing a highly customizable data duplication management solution for the client’s Salesforce CRM System

Harvard Business School, one of the world’s most prestigious institutions for business studies, sought a duplicate data management feature for its CRM system powered by Salesforce. The primary objective was to ensure that only qualified leads were processed within the...

January 10, 2021

Re-modeling the business process of a non-profit organization with Salesforce Nonprofit Success Pack (NPSP)

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Re-modeling the business process of a non-profit organization with Salesforce Nonprofit Success Pack (NPSP)

A non-profit organization upon migrating from a legacy system to Salesforce NPSP was looking for a proficient development partner who could redesign and customize their prevailing business process. Read this case study to learn how Milestone minimized the scalability issues through smooth migration and...

January 10, 2021

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Tag: CRM

Reason why SharePoint is good for businesses

Best practices for hiring and working with offshore Salesforce partners

Seamless data transfer by leveraging the power of Salesforce Automation

Partnering in the Digital Transformation of a Leading University in the US

Digital makeover of a renowned publishing house with Milestone’s Salesforce competence

Attain An Integrated School Management System Using Salesforce Community Cloud & VLE

Introducing a highly customizable data duplication management solution for the client’s Salesforce CRM System

Re-modeling the business process of a non-profit organization with Salesforce Nonprofit Success Pack (NPSP)

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Resources

Company

Milestone Technologies, Inc.