Ramsey Solutions

RAMSEY SOLUTIONS ARE IN THEIR ELEMENT

Helped us clean up our objects and only store the most useful information for our Business Units.

Ramsey Solutions

Since 1992, Ramsey Solutions has been helping people crush debt and build a legacy. It all started with small counseling sessions to help folks catch their breath from financial stresses, and it has grown to an organization of more than 850 people who are 100% dedicated to our mission.

It has become an invaluable tool to our admins.

STEVE DYKSTRA, DIRECTOR OF CRM ADMINISTRATORS

We have been using Elements now for a year, and it has become an invaluable tool to our admins. Currently, we have 6 orgs in our company with 5 admins and 3 developers. This tool helps us build our processes and connect them directly to the Salesforce Metadata that affects the process. This allows for our admins to understand how a change to specific metadata could affect the rest of the processes allowing us to make sure we have the right cards on the board for our releases.
Once installed the main feature we got out of it was when the sync was complete we were able to see all the metadata in our orgs and how it was connected to other metadata. We also used it to identify the effectiveness of our fields and how often they were used and which page layouts they were on. This helped us clean up our objects and only store the most useful information for our Business Units.

   OTHER CUSTOMERS IN THEIR ELEMENT

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