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In this latest client case study, we’ll cover the challenges they faced and the solutions we’ve implemented with our client, Master Woodcraft. Proposal Problems & More: Master Woodcraft’s Dilemma When Master Woodcraft partnered with IT Edge CRM for our Salesforce consulting services, the problems were clear. Project Proposals in the Centralized CRM Project proposals were initially created via Excel spreadsheets which Master Woodcraft wanted to continue to use given their…

Our customer, a leading legal firm in the personal injury space (whose name will remain anonymous for privacy’s sake), needed a way to efficiently communicate with plaintiffs in a mass arbitration. Off-the-shelf portal solutions were too complex and lacked critical features. We needed to build a portal with a single-page design that was accessible to plaintiffs with any level of technical expertise.  Identifying Key Concerns IT Edge CRM’s Salesforce solution…

Following a merger of two well-known cabinetry companies, Cabinetworks Group has become one of the largest manufacturers in the space. In fact, they are the second-largest company of their kind in America, with offices and manufacturing facilities across the country. Their brands are favored by builders, dealers, distributors and home centers throughout North America.  The entire team at Cabinetworks Group prides themselves on guiding their customers through the process of…

Over the years, Eldredge Septic Companies has grown while remaining true to their roots as a family-run business dedicated to honest and dependable service. The Chester County company attributes much of their success to their steadfast commitment to exceptional customer service and their team of experienced field technicians. As the company grew, they knew that they would have to turn to technology in order to continue offering the highest quality…

Customer Case Study: The Pittsburgh Film Office IT Edge’s customer the Pittsburgh Film Office (PFO), has a lofty mission, but needed Salesforce to help centralize their organization. The Pittsburgh Film Office is a non-profit corporation whose goal is to attract film production projects to the greater Southwestern Pennsylvania region. A resource for the film industry since 1990, the Pittsburgh Film Office assists in the process of sourcing locations, vendors, and…

Customer Case Study: Rolloff Dumpster Direct leverages Salesforce App Cloud Customized Salesforce solutions take the guesswork out of complex tasks like vendor selection. When customer service representatives (CSRs) are empowered by tailor-made Salesforce App Cloud tools, it facilitates faster, more accurate quotes and payment processing. IT Edge CRM’s customer, Rolloff Dumpster Direct (RODD), is an ideal example of the benefits businesses can reap from a Salesforce solution custom-made for their…