Jackson Systems, LLC is a family of companies that service the HVAC market whose mission is to provide the best quality and most contractor-friendly products and services in the industry. They needed a simple way to drill down into data about their sales process, customers, and growth using Tableau CRM. DB Services collaborated with Jackson Systems to implement a customized Salesforce implementation that allowed them to create and view reports on what matters most to their business.
Crestone Capital, LLC is an independent, multi-family office that provides wealth management services to an exclusive network of ultra-high-net-worth clients. Crestone approached DB Services to optimize and continue building on their existing Investment Hub, a platform they use to build client portfolios and buy and sell public investments. The DB Services team was able to provide insights on improvements and customize their Salesforce environment to increase efficiency.
After working in the aviation industry for over 30 years, Phillip Fountain wanted to create an all-in-one audit protocol software application that would streamline the aircraft safety auditing process for aircraft operators, service providers, and safety auditors. DB Services worked with Fountain to create AvAudit, a FileMaker app that makes maintenance and audits a breeze.
Intermountain Food Equipment, Inc. is a manufacturer representative agency for the commercial food industry that focuses on the future of food service. Intermountain purchased Courtney Marketing in 2019 and needed a simple way to keep track of data and processes with the companies’ two different Salesforce environments. DB Services merged the two together, consolidating the information and making their organization more efficient and effective.
Mesa Garden integrated their custom FileMaker application with WooCommerce in order to streamline their business selling cacti and succulents. We built a modern e-commerce website so that customers are able to place orders online. The data is synced to their FileMaker application which prevents orders going through for out of stock items as well as allowing Mesa Garden to update thousands of products with the click of a button.
IU School of Medicine has a research lab where they do animal experiments and collect tissue specimen as well as bone research. They had a lot of information that is now easy to find in a FileMaker inventory management system.
Since 1879, Bankers Life and Casualty Company has been helping individuals and families protect their financial security and prepare for retirement. Today, Bankers has over 200 branch offices and more than 5,000 agents across the country. Dedicated to meeting the needs of retirees and pre-retirees, the company offers a comprehensive portfolio of health and life insurance products and annuities.
Eli Lilly, a S&P 500 pharmaceutical company, uses FileMaker for forecasting and scheduling Clinical Trial Materials (CTMetrics). They were in need of a system upgrade and consolidation of their North American and European systems into one smooth system. Over the course of three phases, we worked with their IT staff to upgrade their system and re-design the workflow and individual task management.
“We needed a new system and we risked losing some of our biggest clients if we couldn’t get our new database running within days. DB Services immediately came to the rescue and managed the project that provided us the entire custom database in only 17 DAYS. This achievement made an immediate positive impact to our business.”
Steve Horst, Managing Partner
Their FileMaker system, designed and built by the printing staff, is central to operations: It stores mailing lists, tracks jobs, and is integrated online to receive printing jobs. They came to us in need of ongoing support and help with upgrading from FileMaker Server 7 to the latest version of FileMaker Server. With our help, their FileMaker solution continues to run smoothly.
Mourning Discoveries partners with funeral homes to provide grief support to thousands of families. As the organization has grown, so has the need to manage the information for each funeral home and family. Mourning Discoveries’ owner reached out to us to help streamline the workflow of the services they provide.
PeopleCare is a non-profit, volunteer-based organization providing services to those whose age or physical condition limits their mobility. PeopleCare came to us using multiple programs to manage their daily operations, including a custom-built Microsoft Access program, spreadsheets, and paper files. To help solve these issues, we outfitted PeopleCare with a FileMaker system that consolidated their programs in to a single, user-friendly location—the type of system where FileMaker shines.
“We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly.”
Chris Morrison, Executive Director
“Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software also allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms.”
Todd Cartmel, Owner