There Has to Be a Better Way


Chelmsford, Massachusetts

As a customer since 2007, Qvidian had a long history with the platform. Administrators and managers had come and gone, and some of the configuration work was incomplete or obsolete. For controller Chris Monterio, he knew there had to be a better way.

“When I started at Qvidian, we were doing all of our renewal calculations outside of Salesforce. We just couldn’t get what we needed out of the reports. There was a ton of work being done in Excel taking too much time. I knew with some effort we could make big improvements.”

Darling Consulting Group Logo

Saving Salesforce

Darling Consulting Group

Newburyport, Massachusetts

When Kevin Williams took over the Sales group at Darling Consulting Group, he was not sure what he had in

“We were emailing around a spreadsheet with our pipeline every day,” he recalled.

When Doug from Granite Point Consulting came in to meet with the team, there were a lot of opinions as to how the system should be used.

Bridgehead logo

Creating a Community

Bridgehead Software

Woburn, Massachusetts

As the Vice President of Global Technical Support at BridgeHead Software, Kenneth Wilson needed to get some of his top clients entering and viewing their support cases in BridgeHead had been a long-time portal customer, but when Kenneth’s research showed that portals were discontinued, he was unsure of what his next steps were.

“I knew we needed to go to the Community model, but needed to engage with someone who had the expertise using that specific discipline.”

Cleaning Up the Mess

Boston, Massachusetts

When Matt Tuel of took over the management of, he inherited a complete mess.

The previous administrators had worked with an outside consulting company to develop the lead process in, as well as the integration with our customer usage database. The solution was almost entirely done in Apex code, and it was buggy. There were constant errors and it was very difficult to trouble-shoot the problems. There was no way enhancements could be made with the system in its current state.

Relyco logo

Streamline with a Flow

Relyco Sales

Dover, New Hampshire

As a company who uses as their full ERP solution, virtually all of Relyco’s business processes go through Salesforce. When we implemented in 2010, we relied heavily on workflow email alerts. At the time it was a big improvement to have automatically generated, real-time notices for certain business activities. But over time there were just too many emails without any tracking or reporting.

Bringing it all Together

Compass Furnished Apartments

Quincy, MA / Stamford, CT

Brothers Chris and Eric Fleming founded Compass Furnished Apartments in 2008. The business grew quickly, and after a few years they chose as the platform on which to operate.

They got to work customizing to meet the needs of the fast-paced and ultra-competitive corporate housing industry. They are hands-on owners, but there were only so many hats they could wear.