22 Jul Project Story: Creating a Comprehensive Data Management Solution for an Investment Advisory
FSM created a comprehensive data management solution for an investment advisory using Salesforce Sales Cloud and Orion financial software....
Third-Party Integrations
16 Jul Project Story: Improving Field Service Management for a Plumbing Services Provider
Fast Slow Motion helped a plumbing services provider improve field service management and process and document online payments....
29 Apr Project Story: Creating Self-Service Functionality for a Retirement Account Administrator
Fast Slow Motion helped a provider of retirement account administration and education create self-service tools for clients....
20 Mar Project Story: Customizing Lightning Scheduler for an Employee Wellness Brand
An employee wellness brand needed help customizing Lightning Scheduler to meet their scheduling needs. Their existing process for creating session availability was cumbersome, and did not allow for location-based scheduling. Fast Slow Motion used custom objects, Full Calendar, Flow, and customizations to the client's custom...
12 Mar Project Story: Better Quoting for a Telehealth Technology Company
A telehealth technology provider had a complex quoting process, with no way to track products and their related pricing tiers within opportunities. The proposal process was too labor-intensive, and they also needed to better track recurring and non-recurring revenue. To optimize the quoting process, Fast...
25 Feb Project Story: Improving Opportunity Scoring for a National Electrical Contractor
The sales team of an industrial electrical contractor needed a new method for scoring their opportunities. Fast Slow Motion created a custom scorecard calculation object to more accurately score opportunities, simplified the process for updating scoring criteria, and used Mass Action Scheduler to ensure that...