sales

Empowering B2B with a suite of Salesforce clouds

What happens when you have a tight deadline and need to transform your B2B process completely? You reach out to Simplus for a stellar engagement and successful kickoff to your new Salesforce setup.

Docero is a marketing and advertising company that wanted to implement Pardot, Community Cloud, and Sales Cloud to make a more functional B2B process for leverage customer management. Simplus used custom objects to capture the necessary data and connect them to the right fields, as well as implementing two Pardot instances to keep Docero’s B2B and B2C contacts separate. Now, Docero’s solution is completely HIPAA compliant for its healthcare clients and leverages stronger marketing thanks to the email templates and workflows created by Simplus.

 

docero

 

Check back every week for the next Salesforce | Simplus customer success story! We’ll be posting a new one every week as part of our “Simplify your quote-to-cash journey” initiative.

Related Articles
on track
5 ways to keep your customer on track and on budget

As a long-time practitioner of a formal PM process, I keep control by doing five things that empower my team Read more

erp
4 questions for deciding when to hand off sales to ERP

Let’s explore four questions every business should answer to decide when in the sales cycle is the best time to Read more

eric hoftiezer
Meet Eric Hoftiezer — Simplus’ April Employee Feature

We're excited to share our latest employee feature: Eric Hoftiezer! Eric has quickly made impressive strides.