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Mike Gerholdt
Manager 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 Merge
AppExtremes

  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 Manager
iTools

   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

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Discover Top ButtonClick Admin Apps

  • 1. Mike Gerholdt Manager of Social Enterprise @Mike Gerholdt
  • 2. 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
  • 3. Conga Merge AppExtremes 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
  • 4. Delegated Task Manager iTools 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.
  • 5. 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