Customer Success Archives - Bigworks https://bigworks.co/tag/customer-success/ Fri, 08 Dec 2023 06:09:43 +0000 en hourly 1 https://wordpress.org/?v=6.2.2 https://bigworks.co/wp-content/uploads/2023/05/cropped-photo-32x32.jpg Customer Success Archives - Bigworks https://bigworks.co/tag/customer-success/ 32 32 Operatie Mobilisatie’s Dutch branch has streamlined their email Communication with Contacto https://bigworks.co/operatie-mobilisaties-dutch-branch-has-streamlined-their-email-communication-with-contacto/ Fri, 08 Dec 2023 06:07:13 +0000 https://bigworks.co/?p=16412 Background Operatie Mobilisatie, is a religious organisation with a focus on setting up communities around the globe. To reach users in their region , the Dutch branch of Operatie Mobilisatie needed an email marketing tool to reach the right target audience, and additionally, a user-friendly application that could seamlessly integrate with their Salesforce CRM to […]

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]]> DocuVault facilitates seamless and secure file sharing for Plum Street Advisors https://bigworks.co/docuvault-facilitates-seamless-and-secure-file-sharing-for-plum-street-advisors/ Mon, 21 Aug 2023 07:23:27 +0000 https://bigworks.co/?p=16298 Great, simple, streamlined product, DocuVault serves all of our needs in sharing files securely with clients and prospects. The interface is easy to use and seamless in its function. Nothing fancy, it just gets the job done well at the right price point. And with a little customization from the great team at Bigworks, we’ve […]

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]]> Docuvault makes storing and sharing data easy for Blumark Financial Advisors https://bigworks.co/docuvault-makes-storing-and-sharing-data-easy-for-blumark-financial-advisors/ Mon, 13 Feb 2023 11:16:24 +0000 https://bigworks.co/?p=15814 Docuvault makes storing and sharing data easy for Blumark Financial Advisors Blumark financial advisors are a financial advisory practice operated by Ameriprise Financial Services. Blumark helps customers meet their financial goals primarily focusing on retirement planning, tax planning and wealth preservation. They use a collaborative approach with the customer, sitting down with them to understand […]

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]]> Caspian manages quick growth and social impact with Salesforce Managed Services by Bigworks. https://bigworks.co/caspian-manages-quick-growth-and-social-impact-with-salesforce-managed-services-by-bigworks/ Fri, 27 Jan 2023 11:04:39 +0000 https://bigworks.co/?p=15798 Bigworks Managed Services Helps Caspian Make a Quicker Social Impact Caspian has benefitted in more ways than one after signing up for Bigworks, a managed services consultant. A registered Investment Adviser with SEBI, Caspian invests equity and debt capital in socially responsible, high-quality enterprises in India, to generate social and/or environmental impact combined with a […]

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]]> Docuvault offers a spot-on file management solution for Caspian. https://bigworks.co/salesforce-case-studies-bigworks-for-caspian/ Wed, 20 Apr 2022 14:37:58 +0000 https://bigworks.co/?p=14996 DocuVault Offers Spot-On File Management Solution for Caspian  A registered Investment Adviser with SEBI, Caspian invests equity and debt capital in socially responsible, high-quality enterprises in India, to generate social and/or environmental impact combined with a competitive financial return. With a track record of making investments and supporting some of the best-known social impact enterprises, they look […]

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]]> Salesforce Case Studies: Bigworks for LifeSpring https://bigworks.co/salesforce-case-studies-bigworks-for-lifespring/ Tue, 21 Dec 2021 06:22:16 +0000 https://bigworks.co/staging/?p=6898 We use Salesforce to track all of our customers, from the time they’re prospects through their delivery at LifeSpring. By storing our data in the cloud, we’re able to monitor our customer pipeline in real-time and allocate resources to efficiently meet their needs – Tricia Morente – Head Strategy and Marketing, LifeSpring Hospitals Private Ltd […]

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]]> Y-Axis operates seamlessly with Docuvault’s fitting Document management services https://bigworks.co/salesforce-case-studies-bigworks-for-y-axis/ Wed, 15 Dec 2021 05:58:22 +0000 https://bigworks.co/staging/?p=6883 With DocuVault, we moved all the Files in Salesforce from SF to AWS S3 storage, which is easy to use and simple to configure. Its real-time integration with SF and all-time access to files despite being stored in other databases are what made DocuVault stand out for us over the other products we considered – […]

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