Customer Success Story – Padgett Business Services

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Chad Fehr CMA, a Padgett Business Services franchise, focuses on helping small businesses succeed by providing accounting services such as bookkeeping, tax, payroll and consulting.  They focus on understanding the needs of their clients and providing top notch service.  We worked with Padgett Business Services to understand their needs and to address the IT pain points within their business.  Here is a list of their IT pain points and the solutions we used to solve the problem:

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Using Mail Merge in Salesforce CRM – What Are My Options?

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Creating nice looking documents from data within Salesforce CRM is attainable however the options are aplenty. Currently, your mail merge options include: 1) native Salesforce mail merge button, 2) Salesforce extended mail merge, 3) Salesforce bulk mail merge, 4) Conga Composer, and 5) Drawloop.   This post is dedicated to explaining the different options available and the pros and cons of each.

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Customer Success Story – Green Way Packers

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Green Way Packers allows busy homeowners, commercial offices and seniors the ability to make moving manageable.  Serving Calgary and surrounding area, their services include full or partial home packing and unpacking, organization and de-cluttering, renovation preparations, and moving management for seniors.    Like most small businesses, Green Way Packers is busy growing the fundamentals of their business and doesn’t want to be bogged down with technology headaches.  Here is a list of their pain points and the solution we used to solve the problem:

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