- Automate workflow and business processes with Salesforce
- Mobile Forms and Mobile Apps, custom designed and branded from Force1
- Custom Salesforce Designed screens, forms, navigation, sites, and security, all revolving around the way you want the system to work
- Custom functionality to suite your usability preferences
- Fully Branded Salesforce Site templates – unique to your company
- Client and Customer Portals integrated into Salesforce
- Document Storage and Management integrated into Salesforce
- Security tied right into your Enterprise ID (EID) and desktop apps such as Email and Calendars
- Project managements, tasks, and team sites
- Integrate data and documents from upstream and downstream systems, seamlessly
- Custom reports and dashboards. Your management, customers will appreciate.
- Document templates for Word or Excel that export Salesforce data to automate documentation
- Upgrades from legacy platforms to Salesforce
- Migrate data and 2-way real time sync of data between Salesforce and legacy systems
- ...and more!
Best of all, Einstein Analytics' features require very little coding or knowledge of data science, so you don’t have to be a computer or data scientist to explore the insights. The Einstein interface uses clicks, not code, so it can be used by ordinary business users, bringing the power of data science and machine learning to the customer relationship management work the user does every day.
HingePoint and Salesforce
HingePoint is a Certified Salesforce Developer & Consultant Team based out of Dallas, TX. Your systems need to work seamlessly together. Just upgrading to Salesforce isn’t enough. Off the shelf, Salesforce won’t talk to your accounting software, analytics applications, or marketing programs. Our Salesforce experts our here to fix that. Because we’re in the Salesforce Development Network (certified as Salesforce developers & consultants), we know SF inside and have the coding ability to make Salesforce yours. Here are some of the Salesforce Services HingePoint offers:- Automate workflow and business processes with Salesforce
- Mobile Forms and Mobile Apps, custom designed and branded from Force1
- Custom Salesforce Designed screens, forms, navigation, sites, and security, all revolving around the way you want the system to work
- Custom functionality to suite your usability preferences
- Fully Branded Salesforce Site templates – unique to your company
- Client and Customer Portals integrated into Salesforce
- Document Storage and Management integrated into Salesforce
- Security tied right into your Enterprise ID (EID) and desktop apps such as Email and Calendars
- Project managements, tasks, and team sites
- Integrate data and documents from upstream and downstream systems, seamlessly
- Custom reports and dashboards. Your management, customers will appreciate.
- Document templates for Word or Excel that export Salesforce data to automate documentation
- Upgrades from legacy platforms to Salesforce
- Migrate data and 2-way real time sync of data between Salesforce and legacy systems
- ...and more!
Salesforce announced several of the out-of-the-box Live Apps that will be provided for users, including Calendars for marketing and event planning, Salesforce records that allow the user to view and edit Salesforce records directly in Quip, and Kanban boards for workflow visualization. Companies such as New Relic, EA, 21st Century Fox, and Facebook have already adopted the product and use it to plan out their daily routine.
Live Apps are available today and any user with a Quip Business license has access to the Calendar and Kanban Board functionality. For a minimal cost of $25 per month, a user can upgrade to the Quip Enterprise license and gain access to many other features, such as the Salesforce Record Live app.
HingePoint and Salesforce
HingePoint is a Certified Salesforce Developer & Consultant Team based out of Dallas, TX. Your systems need to work seamlessly together. Just upgrading to Salesforce isn’t enough. Off the shelf, Salesforce won’t talk to your accounting software, analytics applications, or marketing programs. Our Salesforce experts our here to fix that. Because we’re in the Salesforce Development Network (certified as Salesforce developers & consultants), we know SF inside and have the coding ability to make Salesforce yours. Here are some of the Salesforce Services HingePoint offers:- Automate workflow and business processes with Salesforce
- Mobile Forms and Mobile Apps, custom designed and branded from Force1
- Custom Salesforce Designed screens, forms, navigation, sites, and security, all revolving around the way you want the system to work
- Custom functionality to suite your usability preferences
- Fully Branded Salesforce Site templates – unique to your company
- Client and Customer Portals integrated into Salesforce
- Document Storage and Management integrated into Salesforce
- Security tied right into your Enterprise ID (EID) and desktop apps such as Email and Calendars
- Project managements, tasks, and team sites
- Integrate data and documents from upstream and downstream systems, seamlessly
- Custom reports and dashboards. Your management, customers will appreciate.
- Document templates for Word or Excel that export Salesforce data to automate documentation
- Upgrades from legacy platforms to Salesforce
- Migrate data and 2-way real time sync of data between Salesforce and legacy systems
- ...and more!
- Salesforce Quip: The New Secret Weapon for Your Sales Team
- Salesforce Einstein: Create out-of-the-box dashboards and reports to help you turn raw data into decision making information
- Salesforce CPQ: Generate accurate, professional, and consistent custom quotes in minutes
HingePoint and Salesforce
HingePoint is a Certified Salesforce Developer & Consultant Team based out of Dallas, TX. Your systems need to work seamlessly together. Just upgrading to Salesforce isn’t enough. Off the shelf, Salesforce won’t talk to your accounting software, analytics applications, or marketing programs. Our Salesforce experts our here to fix that. Because we’re in the Salesforce Development Network (certified as Salesforce developers & consultants), we know SF inside and have the coding ability to make Salesforce yours. Here are some of the Salesforce Services HingePoint offers:- Automate workflow and business processes with Salesforce
- Mobile Forms and Mobile Apps, custom designed and branded from Force1
- Custom Salesforce Designed screens, forms, navigation, sites, and security, all revolving around the way you want the system to work
- Custom functionality to suite your usability preferences
- Fully Branded Salesforce Site templates – unique to your company
- Client and Customer Portals integrated into Salesforce
- Document Storage and Management integrated into Salesforce
- Security tied right into your Enterprise ID (EID) and desktop apps such as Email and Calendars
- Project managements, tasks, and team sites
- Integrate data and documents from upstream and downstream systems, seamlessly
- Custom reports and dashboards. Your management, customers will appreciate.
- Document templates for Word or Excel that export Salesforce data to automate documentation
- Upgrades from legacy platforms to Salesforce
- Migrate data and 2-way real time sync of data between Salesforce and legacy systems
- ...and more!
CAD & BIM Integration to SharePoint, Salesforce, Autodesk, and beyond
Whether you're working with SharePoint, Salesforce or Autodesk, integration is more critical than ever. As companies start using new collaborative tools and going into the cloud, integration is still a struggle. CIO wrote that about 90 percent of businesses are using the cloud. But initial integration is creating challenges. “Integration challenges remain long after organizations first make the jump to the cloud, it’s clear that the technology is here to stay. Businesses who ride out the current storm and find the right balance of public, private and hybrid cloud solutions will gain a unique advantage over the competitors,” according to CIO. Making your software and solutions talk to one another is critical. “When applications don’t ‘speak’ to one another or share information, companies are forced to continuously update different systems of record,” HingePoint CEO and Founder Bryce Finnerty said. “They are prisoners to the technology they use.” Here are three quick HingePoint examples of companies that needed an integration solution. CAD to BIM: A client used CAD files to build rental storage units across Texas. Everything was done with paper: the planning, the design, determining the rentable space in the building, and submitting construction documents. For each building this developer built, new CAD files were created. HingePoint took all the developer’s CAD drawings, put them in Revit and made a full 3D model the developer can view on their smartphone. Hotel franchise: A large hotel franchise had 12 old software platforms powering the en- tire company. The hotel franchise envisioned automating the design and construction process that operated perhaps the largest system of hotel rooms on the planet. The goal was to move everything to the cloud... and access all the information on a mobile screen. You can learn more from our Integrated Solutions eBook. Commercial Real Estate Developer: A real estate firm tracked the finances for more than 50 projects manually. All 50 project managers would collect key financial data from each project. They would put it into a PDF and send it to the CFO. The CFO team would then print the PDFs and put all the data into an Excel spreadsheet. Then they would make graphs and tables to see how the projects were doing. They would do this once a month. To solve this problem, HingePoint made one simple interface where the CFO can get the data instantly. Project managers just upload information to the digital financial dashboard now and the information is found immediately. A Simple 5 Step Systems Integration Process
A system of record is the first step, here’s how:
1 - Document the steps in your business process. Create a spreadsheet to capture the tasks performed and tools & systems used by each user/role active in the process.
2 - Research the data used in each step. Include the information found in each report, screen, or document used in the process. Create a data dictionary of all data fields and the system they come from (and who “owns” that data).
3 - Agree on the company “system of record” for each data point within each step in the process.
4 - Locate the duplicate data – Check
the steps recorded and the systems involved. This step is key. The goal is to standardize the data formats and establish a comprehensive “data definition” that supports the business.
5 - Migrate all data directly into the “System of Record” and then integrate the down- stream systems into it. Make the system “share data” across the enterprise, not duplicate it.
Note: This article first appeared in our The AEC Industry 4.0 Report.
3 things You Can Do with SharePoint So Your Company Will Work Faster
Microsoft’s SharePoint turns 16 years old this year, and it’s no surprise that while it now steers many company’s document management strategies, it’s making a leap into the cloud and on mobile devices. Enterprise companies—like AT&T—use SharePoint to collaborate, make new tools, manage documents and make company announcements. Commercial Real Estate and construction companies are starting to see the power of combining other tools—like Salesforce—with Microsoft’s SharePoint. “SharePoint has huge benefits because it can share data with other software and systems,” said CEO and Founder of HingePoint Bryce Finnerty. “We are seeing many commercial real estate companies with a lot of muscle coming to us and saying hey we need to build faster and the best way is to get control of all this information about our company with SharePoint.” HingePoint sees three major benefits to SharePoint for business. You need to have a good SharePoint consultant that can take you from ideation to production.1. Company Intranets
Everything is on one screen. And when we say everything, we mean all your company data. It’s one of the best ways to get control of all the documents and communication needed to run a business. SharePoint becomes your one-stop shop for everything for your company. Employees have access to system apps and important company information, all from the company’s internal homepage.- IT Help Desk
- HR Forms and Benefits
- Find company documents
- Corporate communication
- Sharing company core values
- News
- Training
2. Customer Engagement & Collaboration
The company intranet is usually for all employees working behind a firewall. A Customer Engagement and Collaboration site is for external audiences. It’s the company extranet, where you communicate with people outside your network. “You can use it for collaboration,” Finnerty said. “You can invite clients and subcontractors to work on projects in SharePoint together, and you are all collaborating and working better together.” It gives all parties involved a single source of truth for all documents. There is no more emailing the right document. No more version control problems. It’s all stored on SharePoint and the team members with the proper security clearance can access what is needed when they need it.3. Search and Document Management
If you’re not using SharePoint as your system of record for your documents, chances are your documents are unorganized. SharePoint is the system of record for documents. Employees can even search all documents, libraries and network drives. These can be indexed and search through SharePoint. With the right SharePoint consulting, your documents will not only be easily findable with search, but they will be categories and organized in a way that lets you easily find what you’re looking for. About HingePoint HingePoint provides Procore, SharePoint and Salesforce consulting for Commercial Real Estate and Construction companies. HingePoint also helps the AEC industry with development & integration of AutoDesk and Procore products with enterprise systems. We are a trusted partner with over 25 years experience of systems development and integration work in the AEC industry. Our clients range from top hotel brands and restaurant chains to AEC firms and real estate developers and Facilities Management. We provide BIM with ROI. Results Guaranteed…Literally Guaranteed. [post_title] => 3 Things You Can Do with SharePoint So Your Company Will Work Faster [post_excerpt] => [post_status] => publish [comment_status] => open [ping_status] => open [post_password] => [post_name] => 3-sharepoint-products-will-make-company-work-faster [to_ping] => [pinged] => [post_modified] => 2021-03-24 12:59:31 [post_modified_gmt] => 2021-03-24 17:59:31 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.hingepoint.com/?p=12442 [menu_order] => 0 [post_type] => post [post_mime_type] => [comment_count] => 0 [filter] => raw ) ) [post_count] => 6 [current_post] => -1 [in_the_loop] => [post] => WP_Post Object ( [ID] => 13260 [post_author] => 3 [post_date] => 2017-12-21 01:24:37 [post_date_gmt] => 2017-12-21 07:24:37 [post_content] => Continuing our series of the Top 4 Salesforce Features to Know and Use in 2018, one of the toughest questions a salesperson receives is “how much does it cost?” The answer to this question can make or break a deal. Not only does the salesperson have to worry about quoting certain items, but they also need to worry about quoting add-ons that may or may not be relevant to the customer. The process can take hours when done manually. Enter Salesforce CPQ (Configure-Price-Quote, formerly known as "Steelbrick"). CPQ takes the busy work out of building quotes, allowing a salesperson to focus on selling the value of their products and services. Since the most valuable resource for a salesperson is time, having the ability to generate a professional quote in the matter of minutes, shortens sales cycles and lets the rep focus on closing more deals.Configure
Salesforce CPQ (Configure-Price-Quote) starts by finding common needs for a certain client. Whether it be a government agency looking for a fleet of new work trucks or a small firm seeking a couple trucks to get them started, CPQ gathers data from each quote to determine products or services that should be quoted for specific clients. This allows reps to receive a tailored list of products or services they can focus on selling to a specific client.
Price
Sales reps can produce quotes more efficiently by having all the pricing information at their fingertips. The CPQ software connects to your product catalog and populates quotes and orders in your CRM. Salesforce CPQ allows reps to apply discretionary discounts and flags any improper discounts for review. Once all products or services have been selected, CPQ generates a breakdown and calculates the final price.
Quote
Once every product or service has been priced, the sales rep is ready to send the quote over to the potential client with just one click. Salesforce CPQ allows companies to customize the look of their quotes with company branding and special terms.
With CPQ, all quotes will look professional and consistent.
Salesforce CPQ Software takes the pain out of complicated pricing, helping sales reps rapidly create estimates, quotes, proposals, and orders that look great.
Salesforce CPQ (formerly Steelbrick) dramatically speeds proposal and quote generation, allowing image-based product selection constrained by your configuration rules. Managers appreciate control over discounts and processes. The CPQ software connects to your product catalog and populates quotes and orders in your CRM.
Salesforce CPQ (configure-price-quote) software comes in three editions, including full Quote-to-Cash that supports billing and collection.
Get ready to quickly and seamlessly create quotes that are complete, accurate, and tailored to your delighted customers.
HingePoint can get Salesforce CPQ set up and integrated into your company's systems. Our experienced Salesforce developers and consultants will customize CPQ to your organization's specific needs.
HingePoint and Salesforce
HingePoint is a Certified Salesforce Developer & Consultant Team based out of Dallas, TX. Your systems need to work seamlessly together. Just upgrading to Salesforce isn’t enough. Off the shelf, Salesforce won’t talk to your accounting software, analytics applications, or marketing programs. Our Salesforce experts our here to fix that. Because we’re in the Salesforce Development Network (certified as Salesforce developers & consultants), we know SF inside and have the coding ability to make Salesforce yours. Here are some of the Salesforce Services HingePoint offers:- Automate workflow and business processes with Salesforce
- Mobile Forms and Mobile Apps, custom designed and branded from Force1
- Custom Salesforce Designed screens, forms, navigation, sites, and security, all revolving around the way you want the system to work
- Custom functionality to suite your usability preferences
- Fully Branded Salesforce Site templates – unique to your company
- Client and Customer Portals integrated into Salesforce
- Document Storage and Management integrated into Salesforce
- Security tied right into your Enterprise ID (EID) and desktop apps such as Email and Calendars
- Project managements, tasks, and team sites
- Integrate data and documents from upstream and downstream systems, seamlessly
- Custom reports and dashboards. Your management, customers will appreciate.
- Document templates for Word or Excel that export Salesforce data to automate documentation
- Upgrades from legacy platforms to Salesforce
- Migrate data and 2-way real time sync of data between Salesforce and legacy systems
- ...and more!