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Overview
- Heavily reliant on manual solutions
- Enacted automations; refined subscription renewals
- New system supports future business expansion

OhMD: Estimated Project
Overview
- Absence of lead generation methods
- Modified lead conversion and sales process
- Optimized lead conversion; eliminated manual steps

Meriwether & Tharp LLC: Estimated Project
Overview
- Suboptimal Lead and Upsell management
- Automated renewals and streamlined processes
- Improved forecasting & customer satisfaction

LearnZillion: Managed Services
Overview
- Inefficient, manual Salesforce setup
- One-stop solution for data collation
- Boosted productivity, cut turnaround time

HireDC: Managed Services & Estimated Project
Overview
- Arduous partner onboarding and customer support
- New self-service portal and resource center
- Streamlined partner onboarding, eliminated backlog

Hawaiian Airlines: Estimated Project
Overview
- Unintuitive, non-scalable, legacy system
- Customized, scalable Salesforce implementation
- Raised productivity, efficiency, user adoption
