Projects using Salesforce in Edgewater
Projects using Salesforce in Edgewater
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Mary Beth Shields
CRM Database Project
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6
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Fannie Mukua
Case Study: CRM Transformation for “StyleHive”
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7
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David Margolis
Business Development, Lead Generation
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17
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Ricky Tan
SBIR Proposal for AI/ML Technology Development
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4
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Margaret LeDane
CRM Migration: $60K+ Annual Cost Recovery The Challenge: Annapolis Yacht Sales was overpaying for a complex CRM (Salesforce) that was misaligned with their niche industry needs, resulting in high overhead and fragmented data. The Solution: I led the end-to-end migration to YATCOBoss. I audited digital inventory systems to resolve long-standing inaccuracies, mapped data for 100% integrity, and trained staff to ensure a seamless transition without service interruptions. The Impact: - $60,000+ annual reduction in software overhead. - 100% asset visibility across digital and physical inventory. - Seamless handoff to internal teams for independent management.
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33
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J Wilt
pro
Healthcare Startup
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29
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Gus Gonzalez
Multimedia Marketing Campaign for Tech Launch
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3
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David Margolis
Account Management
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11
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Gus Gonzalez
Transformative Sales Enablement Video Series
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1
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