5P Highlights
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Congratulations to our CEO, Y’vonne Ormond, on her 2025 CEO finalist recognition with the San Diego Business Journal. We are so proud of the impact she has made for us at 5P Consulting and in the community. See the announcement here.
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Autism awareness is important to 5P because many of our team members know or love someone living with autism. This month, we’d like to celebrate intellectual differences and bring awareness to Autism. Read the blog here.
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At 5P, we recognize the special bond we share with our furry companions and the positive impact they have on our lives. Today, we celebrate the love, comfort, and companionship they bring to us every day.
Ongoings
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Welcome to the Team, Kevin! We would like to welcome our newest team member, Kevin! He joins 5P as a Solution Architect with over 17 years of experience in CRM solutions, specializing in Salesforce architecture, development, and system integrations! Outside of work, he enjoys playing golf and spending quality time with his wife and three children.
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Project Highlights:
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Ryan Land, one of our Salesforce Solution Architects, recently completed a project for one of our Medical Device clients that needed a rebuild on their Field Coaching Report app in Salesforce. Read the full case study here!
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Deepa has been the Project Manager on a large IT Program Management project for one of our Energy clients, overseeing multiple project deliverables and timelines and collaborating with diverse business teams. Read the full case study here!
Service and Product News
The Future of Salesforce CPQ:
Salesforce is evolving its technology around CPQ and Billing solutions. We’ve heard that going forward, Salesforce will no longer sell CPQ but will support the product since it has a wide user base. They are investing in present and future technology in Revenue Cloud Advanced and Revenue Cloud Billing. To learn more about the recent news, check out Salesforce Ben’s article. To learn more about CPQ and Revenue Cloud, reach out to Randy Jasinski on our team.
New Blogs
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Everything to Know About FinApps: Managing business finances requires a complex, precise, and structured procedure for organizations of any size. Small businesses commonly struggle with challenges like reliable invoicing. In contrast, large corporations require complex financial risk management to ensure the stability of their long-term operations. The modern solution is financial applications, commonly called FinApps.
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Maximizing Client Relationships: How Professional Service Firms Can Leverage Salesforce for Enhanced CRM: In today’s fiercely competitive landscape, professional service firms must prioritize client relationships to be successful. Building strong, lasting connections requires a comprehensive understanding of a client’s evolving needs, strategic objectives, and engagement history. This is where a robust Customer Relationship Management (CRM) system becomes invaluable.
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Enhancing Cybersecurity for Professional Service Firms: Protecting Client Confidentiality: Professional service firms are entrusted with highly sensitive client data, and because this data often includes confidential financial records, intellectual property, and personal information, it makes these firms prime targets for cybercriminals. Implementing a robust cybersecurity strategy is not just a best practice; it’s a critical imperative.
Leadership Insights
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5P is a Salesforce-certified partner and a diverse-certified company. Our practice differentiators include our talent, Loyalty, and PSA Accelerators, along with our data security offerings. Watch the full video here.
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Communicating the ROI of IT investments to business leaders is all about providing a simple and visual way of sharing that information to executives and focusing on those bottom-line outcomes and not the technical details to get them to buy in. Watch the full video here.
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IT needs to reposition itself by aligning IT initiatives with business objectives. Watch the full video here.
Upcoming Events
Stratosphere Event: The next "Stratos Sphere Program" event offers youth ages 11-18 on the autism spectrum, and their parents/ caregivers a shared sensory-friendly activity. It’s positive, inclusive, and in a small group setting to foster connectedness. The event is a 90-minute horse farm experience and parent support time. There are only 10 spots available for June 1st, 11:30-1pm at Ride Above Disabilities in Poway. If you are interested, reach out to yormond@5pconsulting.biz to register. You may also make a donation for future program activities at the following link.
