Mike GerholdtManager of Social Enterprise@Mike Gerholdt
All about ACT,Inc. ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development § Enterprise Edition. § Used Salesforce for over 7 years § Over 500 users
Conga MergeAppExtremes Key Features • Easy to merge Salesforce Data and render it as a document • Execution of multiple action Benefits • Handles multiple templates • Buttons are simple to code, and to users everything is a “click” away
Delegated Task ManageriTools Key Features • Filter Delegated Tasks by status and assigned user to quickly identify the ones that may need your attention. • Simple configurations • Notifications when tasks are deleted, completed, or re-opened. Benefits • License Management • First 10 seats free to non-profits and NGOs • Seamlessly integrated into the user interface for a natural fit.
TaskRay[Bracket] Labs Key Features • Understand project and team status at a glance thanks to virtual whiteboards with virtual sticky notes • Drag and drop UI designed for simplicity and ease of use - no training, just start using! Benefits • Deep integration with Chatter • Fully customizable to track important data and interact with other objects in Salesforce