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Real Estate Investment Trust

The Expensive Rolodex - Salesforce used like an expensive rolodex. Expand use of Salesforce to…
Sara Barnett
Sara BarnettMay 20, 2022
Man jumping from one side of ravine to the otherAutomotiveBlog

One Underrated Aspect of
Switching to Salesforce

The chances are good that if you have found your way to our website it’s…
Sara Barnett
Sara BarnettMay 18, 2022
Car salesman shaking client's handAutomotiveBlogImplementation

Why Every Major Auto Dealer
Needs a Salesforce Implementation Partner

The auto dealership industry is as competitive as it has ever been. Not only are…
Sara Barnett
Sara BarnettMay 11, 2022
Advisory ServicesCase Study

High Tech

Confusion for Customers, Ineffective Design and Unwieldy Stats Created a sleeker and more consistent UI/UX…
Sara Barnett
Sara BarnettMay 10, 2022
Person using their smart watchBlogImplementation

Why 2022 Is the Perfect Time
to Make the Salesforce Switch

Often, the auto dealership business owners and technology executives who come to us aren’t hearing…
Sara Barnett
Sara BarnettMay 4, 2022
Salesforce Streamlining the Support Process, Enhancing Case ThreadingAdvisory ServicesCase Study

Financial Technology

Data Migration, DocuSign, and a Hard Deadline for a New Portal Using Salesforce, SaltClick implemented…
Sara Barnett
Sara BarnettApril 29, 2022
People driving in a convertible with hands in the airAutomotiveBlog

Why Auto Dealerships
Are Moving to Salesforce

Until recently, it was very common for auto dealers to simply rely on the generic,…
Sara Barnett
Sara BarnettApril 27, 2022
Advisory ServicesCase StudyManaged Services

U.S. Ski and Snowboard

A mountain of data, manual processing, and capturing signatures. Solved logistical problems by creating a…
Sara Barnett
Sara BarnettApril 18, 2022
Case Study

UVU- Bringing Salesforce to Students

Our Salesforce thought leaders work directly with faculty and students at Utah Valley University, training…
Sara Barnett
Sara BarnettApril 4, 2022
Advisory ServicesCase StudyManaged Services

Health Life Sciences

Accounts that weren’t Meaningful - Salesforce “account” wasn’t representing customer’s real-world accounts in a meaningful…
Sara Barnett
Sara BarnettMarch 24, 2022
Case Study

Supermums

Helping Supermums become Salesforce Super Stars. Sharing our craft with non-profits is our passion. We…
Sara Barnett
Sara BarnettMarch 8, 2022
Case Study

US Ski & Snowboard Mentorship Program

Our SaltClick Salesforce Internship Program offers opportunities for interactive and competitive work that supports these…
Sara Barnett
Sara BarnettFebruary 23, 2022
Two coworkers looking at a tech boardBlogManaged Services

5 Things To Think About When
Considering Managed Services

One thing that isn’t always top-of-mind when implementing a powerful CRM like Salesforce is the…
Sara Barnett
Sara BarnettFebruary 23, 2022
Person taking survey on tabletAdvisory ServicesBlog

How to set up Surveys with
Salesforce and WordPress

Surveys are a great way to measure customer satisfaction, improve your products and services based…
Sara Barnett
Sara BarnettFebruary 21, 2022
Volunteers smiling and holding donation boxedBlogImplementationNonprofit

Nonprofit Membership Management with Salesforce

When it comes to Membership Management, nonprofit organization have a lot of options.
Sara Barnett
Sara BarnettFebruary 21, 2022
Girl holding up five fingersAdvisory ServicesBlog

Top Five Paid Apps on AppExchange

We have installed and configured a lot of amazing apps from AppExchange for our clients,…
Sara Barnett
Sara BarnettFebruary 20, 2022
Man paying with credit cardAdvisory ServicesBlog

Paya Salesforce Integration

A Los Angeles based National Public Radio (NPR) member station had close to 20,000 members…
Sara Barnett
Sara BarnettFebruary 19, 2022
Advisory ServicesBlog

Make Multi-Select Picklist
Values Searchable

One of the limitations of using a multi-select picklist field in Salesforce is that the…
Sara Barnett
Sara BarnettFebruary 18, 2022
Woman with books in both hands like a scaleBlogImplementation

Household Account Model
vs. Person Accounts

When implementing Salesforce for businesses that sell a product or a service to consumers (B2C),…
Sara Barnett
Sara BarnettFebruary 17, 2022
Case Study

User Groups

Blazing the Salesforce trail for Salesforce User Groups- We lead the Utah County Salesforce User…
Sara Barnett
Sara BarnettFebruary 14, 2022
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