At a glance
We simplified Sales Cloud and got rid of the legacy roadblocks for more optimal lead management.
LEGACY PROCESSES: PowerDMS had legacy, homegrown processes haunting its Salesforce instance. PowerDMS’ instance was only utilizing contacts and accounts—not leads—within Salesforce. This led to intensive workarounds and messy processes. OVER-CUSTOMIZATION: To compensate for not using leads in Salesforce, PowerDMS had to rely on a lot of customizations, including extra Apex code and a deduplication tool. The overdose of customization led to ultimately very manual and unwieldy workflows. LACK OF VISIBILITY: PowerDMS didn’t have strong and easy visibility into how well it was converting leads. PowerDMS wanted clearer analytics and the power to find those insights quickly.
PowerDMS is a cloud-based policy management software that helps organizations reduce risk and liability through powerful collaboration, process, and automation. It provides the practical tools necessary to organize and manage crucial documents and industry standards, maintaining compliance for organizations.
Headquarters: Orlando, FL
Solution Simplus helped PowerDMS streamline its processes. Simplus cleaned up the Salesforce implementation and removed unnecessary customizations. Additionally, Simplus automated and cleansed PowerDMS’ opportunity stages, paving the way for approval processes and alerts. PowerDMS now enjoys seamless integration between its sales, finance, marketing, customer success, and customer support departments due to their engagement with Simplus. Simplus took the time to understand and address how every Salesforce change would affect each individual department.
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