Stearns Financial Services
Industry: Retail/Commerical Banking and Leasing
Size: 250+ Employees
Stearns Financial Services is a multi-billion dollar well-capitalized, independent financial holding company based in St. Cloud, MN. Stearns specializes in nationwide small business lending and equipment financing with a history of delivering outstanding customer service and the ability to deliver fast decisions. Fostering has helped to further enable excellent customer service and fast loan decisions with a 130+ Salesforce user implementation, document collection customer portal, and numerous integrated apps to streamline processes. Stearns’ primary goal is to have a customer 360 view within multiple business units. Fostering has fostered this industry-shaking goal.
Falcon National Bank
Size: 50-60 Employees
Falcon National Bank delivers on “Service that Soars Above the Rest”. With a growing business and increased staffing, they knew they needed a CRM tool that would help them scale and continue to serve their clients at this high level. Fostering implemented Sales Cloud for their Business Development, Leasing, Credit and HSA teams using the Agile method. Falcon now has a platform to take that Soaring to a whole new level.
Size: 20-40 employees
We customized Salesforce.com for outside sales and marketing activities and exported existing data from ACT CRM via Sql Database. We trained their local team and remote office on Salesforce web & SF1 Mobile application, and provide continual support.
Size: 400+ Employees
Nahan had been using Salesforce for over two years before we started assisting their Salesforce use. We have helped them with sourcing industry data for their existing records to help segment mailings and assist their in-house admin with training and support. Nahan has also taken advantage of our free Salesforce User Meetup groups we host.
Size: 5-10 employees
Inteleconnect was using Salesforce for over 1 year, but also had data that was being tracked on multiple excel spreadsheets. We helped clean up data, customize their Salesforce instance and import all the files from excel to create a company wide solution. We also help manage their ongoing success with Salesforce and monthly mass email via. Constant Contact.
ServiceMaster Pro Services
Industry: Cleaning and Disaster Recovery
Size: 300+ employees
ServiceMaster was looking for a way to allow their outside sales team to collaborate and track the numerous customer/prospects touches they do on a daily basis. We helped integrate Quickbooks and Constant Contact to streamline their data visibility and train their team to use the web and mobile SF1 app to be successful.
Custom Transfer, Inc.
Size: 20-40 Employees
Custom Transfer Inc was looking for a way to increase recruitment of drivers. Their previous application was a PDF based (print/scan/send) which was not easy for over-the-road drivers to fill out. We helped summarize their application to one page, create dynamic fields for ease of use and embed an online signature. Now drivers can fully complete the application without printing or scanning anything and do so on a smartphone as well. Preview our work by clicking here.
Arise Home Heath Care
Industry: In-home Health Care
Size: 100+ Employees
Arise was looking for a complete solution for hiring and HR management. They received numerous applications per week and we helped customize a solution to fully integrate a deeply robust online application that sends data directly to Salesforce CRM. They are now able to filter and sort the best applicants for specific jobs and automate responses.
Youth for Christ USA
Industry: Youth Services
Size: 1000+ employees, 130+ locations
Long-term ongoing relationship to customize Salesforce.com. Creating a nationwide solution to replace RaisersEdge. Maintain a national Salesfocer “Basebox” to deploy to local locations. Migrated 1,000,000+ records. Assist in training in-house CRM Admin and create support documentation and training videos on customized (in-Salesforce) training solution.
Industry: Youth Services
Size: 10-20 employees
Help client to extract data from over 15 yr old non-supported donor database(Paradigm). Customize the Salesforce NPSP one-to-one account model based on workflow of client. Import over 100,000 donor records and corresponding donations into Salesforce. Provide on-site and ongoing support. Integrate Constant Contact to Salesforce.
Industry: Missionary Support and Education
Size: 200+ employees
This non-profit client has a rich history and deep legacy of data that is not readily accessible by their development department, housed on a custom made FileMaker system. We helped them walk through the Salesforce Grant (10-fee Licenses) and create a custom Salesforce API and Filemaker Script to daily data into Salesforce. We provided on-site training and continually provide ongoing support.
Good Shepherd Community
Industry: Senior Living Services
Size: 360+ employees
Migrate from RaisersEdge to Salesforce. Integrate Volunteers for Salesforce to track volunteer hours, Constant Contact for mass email marketing and Click N Pledge for online/electronic donations, all into Salesforce as complete solution.