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Case Studies
How we've helped small businesses, project by project.


Storm Season, Reconciled: Salesforce Automation for a Snow Removal Contractor
Salesforce automation for a snow removal contractor The problem A snow removal contractor was getting paid late, and sometimes not at all. Their largest customer only paid for services that also showed up in the customer's own system. After every storm, the office spent days matching two lists by hand. Anything missed was money left on the table. We rebuilt the process in Salesforce so it mostly runs itself. How it works Confirmations flow in on their own The customer's confi
Allison Kaeppel
6 hours ago1 min read
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