Customer Success

A breakthrough online platform: Coach more, teach more, live more! SquadLocker's suite of tools empowers their users to provide every member of their community with all of their custom apparel...

Custom Object, Rollup Helper, Lookup Helper, real-time data, data aggregation

AskNicely is a customer experience platform whose mission is to help businesses drive customer happiness by collecting feedback directly after an experience (based on the Net Promoter Score...

Rollup Helper, real-time data, Net Promoter Score, data aggregation, Industry: Software

Optical Solutions Australia (“OSA”) is Australia’s largest independently owned network distribution company. Founded in 2002, OSA has quickly become Australia’s No. 1 independently owned designer and...

Custom Object, Rollup Helper, Milestones PM+, Targeted Rollup, Industry: IT

Founded in 2007, FineMark National Bank & Trust offers a comprehensive array of banking, trust and investment services to their clients. With locations in Florida, Arizona, and South Carolina,...

Rollup Helper, Industry: Financial Services

Challenge: Pharmaceutical Company Needed a Solution for a New Business Process

A global research-focused pharmaceutical company needed a solution that would help them create a new business process...

Rollup Helper, Milestones PM+, Development Services, Industry: Healthcare