sales@cloudcreations.com (800) 951-7651  Case Study Cloud Creations Implements Sales Cloud for an RIA Established in 2001, Alpine Investors specialize in lower middle-market companies in the software, online, and business services industries. The Alpine team includes 18 professionals with diverse investing, operations, management, and finance backgrounds. Alpine needs required a coding heavy project. They needed to capture information from opportunities and then auto populate that information into activity fields that updated and closed information within a given 14-day timeline. This meant there would have to be an initiation period where open and close dates for opportunities could be populated into different fields when certain criteria thresholds were met. Using Sales Cl

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