Large US Bank

Before engaging with Simplus Strategic Managed Services, the client had a very complex Salesforce environment. With three orgs, more than 3,500 users, and code limits of six million characters almost maxed out, the client struggled to maximize operational efficiencies across the platform. The client used VisualForce heavily (classes with over 100 batch jobs scheduled) and had multiple related third-parties to organize as well: WebToLead pages, Google Analytics, Marketing Cloud campaigns, Equifax for credit scores, and multiple AppExchange products like nCino. All of this was expected to function across five different departments at the client, from the call center and customer engagement branches to banking, mortgage, and marketing.

Simplus is now the client’s primary source for Strategic Managed Service talent and responsible for ongoing support for the clients entire Salesforce environment. With a rolling average of hours used thanks to our Strategic Managed Services flex utilization model, Simplus is able to help the client with a precisely managed engagement that never catches the client off guard. Simplus’ expertise has shined, with the assigned Strategic Managed Services consultants regularly unpacking requests with minimal guidance and immediate business value for the client upon delivery.