Customers & Testimonials
It Gets Better: Nonprofit for LGBT youth
2018 Nonprofit Success Pack: Full implementation of the Nonprofit Success Pack.
Penhall Company: Construction
2017 Visualforce page customization: In order to allow for a more flexible custom code solution, we took an existing visualforce page with hard coded IDs and created an admin friendly page to allow update of the visualforce dynamically.
Sente Labs: High end skincare
2016 Sales Process Optimization: In order to provide more accurate sales pipeline information on their company metrics the use of Leads was implemented. A full data migration and new dashboards were configured.
Parrish Partners: Business consulting
2017 Training, Data Load, Mailchimp Integration: To provide better marketing insights a data import of leads was implemented. Mailchimp integration allowed for campaign updates from Mailchimp. Overall Salesforce admin training was delivered in order to allow for future updates to be completed in house.
Shipware: Transportation Industry optimization
2017 Sales Training, Analytics, Leads: Near to go live date for an enhancement project, there was a need to do an end user training and some last minute report and dashboard updates. ITequality was able to deliver a one day on site training and make all of the updates.
2018 Pardot, Sales Cloud & Lightning: Repeat business for general Sales Cloud assistance and working alongside another consulting team to assist with Pardot. Classic to Lightning UI migration.
Urac: Nonprofit Medical accreditation
2017 Salesforce CPQ, Documentation & Training: ITequality provided documentation for an older CPQ implementation that had no existing documentation. Updates to make the CPQ configuration current with company growth were implemented during live training sessions.
Living Goods: Nonprofit Health services
2017 Payment Processing, Custom Code Discovery: A payment processing emergency required ITequality to quickly identify and resolve the issue.
HongFa America: Technology Provider
2016 Troubleshooting, Classic to Lightning, Lightning Outlook Connector: Unable to log in to Salesforce, a quick discovery and resolution was necessary. ITequality was able to resolve the custom IP ranges and provide custom profiles to resolve security issues. Later projects included moving from Classic to Lightning UI and connecting the Lightning Outlook connector.
Project Scientist: Nonprofit Stem
2018 Nonprofit Success Pack: Training on how to leverage the Nonprofit Success Pack within the lightning UI, extensive work with best practice for campaigns & analytics.
VNA Health Care: Insurance Services
2018 Quickstart Sales Cloud: Quickstart setup of the Sales Cloud, including Person Accounts. Lightning implementation. Extensive client training across the duration of the project from end to end. Rapid delivery.
DermaE: Natureal Skin care
2013 Salesforce - ACT Migration: Data migration from an old version of ACT to Salesforce using a proprietary tool. Due to limitations with data migration the decision was made to stay with a newer version of ACT.
Deductible Shield: Insurance premium
2014 Quickstart Sales Cloud: Data Quickbooks integration with Sales Cloud Quickstart. Collaboratively worked together to get all business processes on Salesforce.
dynaxity: European Business Consulting
2013 Quickstart Sales Cloud: Based in Austria. Training on Reports & Dashboards. Overall quickstart with Sales Cloud.
Project Hope Alliance: Nonprofit for orange county homeless families
2018 Advanced Donation Reporting: Using the Nonprofit Success Pack, achieving granular donation details was not possible out of the box. By using Salesforce Analytic Snapshots and custom code we were able to provide well organized donation metrics including metrics such as year over year attrition rates.
Centraforce Health: Healthcare analytics
2018 Salesforce Checkup: System Spring cleaning, reviewing current use of the Sales cloud & analytics. Suggestions on how to improve CRM usage overall.
Homeful Foundation: Nonprofit for California homelessness
2018 Custom Code & Visualforce: In order to provide the best user experience, custom code was designed to optimize the user experience inside of a Salesforce Community.
John Burns Real estate Consulting: Research
2018 Premier Support: As a cost effective way to get customized support, ITequality was able assist with implementing 'wishlist' items.
Obsidian: Cloud CyberSecurity & AI
2018 CPQ Quickstart: Full implementation of CPQ in an established Salesforce Sales Cloud org.
Parcel Pending: Package Management Solution
2018 Custom Quoting Solution: In order to build out a robust quoting engine by leveraging Salesforce Quoting out of the box, code customizations were developed and executed in a 3 phase process.