Turning potential interest in your product into dollars in your wallet is why Salesforce developed the Sales Cloud. Here are just three of the many reasons why your company needs Sales Cloud to truly thrive.
Articles & Insights
Financial Services
Are you investing in your customer’s banking experience?
If you are in the market of appealing to the new banking customer (i.e. millennials) looking to invest, here are five things today’s customers are looking for in their banking and financial services.
Back to the basics: Understanding key implementation concepts
So Salesforce is a comprehensive CRM platform, but what should be the approach when moving to Salesforce? Let’s get back to the basics of Salesforce and explore some of the fundamental ideas that will ensure a successful implementation of your Salesforce instance.
Harness the benefits of Salesforce Billing!
The combination of CPQ and billing functionality on a single platform allows for seamless customer journeys from the moment a client engages with your brand and well beyond. Simplus can help you maximize your brand’s success with Salesforce Billing.
CPQ for lenders: What you’re missing by not investing
The prominence of the customer experience has rendered the lender industry ripe for disruption. Investment in a CPQ solution can help lenders.
Ready for ASC 606? Salesforce CPQ can help with that
The ever so fondly-named ASC 606, otherwise known as the new standard in revenue recognition, is no policy to bat an eye at.
Cashing in on Salesforce CPQ is money well spent
What if there was a tool that frees you to be out in the field where you can do your job? Cashing in on Salesforce CPQ might be the answer.
Simplus acquires Basati to enhance Financial Services offerings
Simplus acquires Basati to increase implementation support in the Financial Services industry. Basati is a Salesforce Partner focused on the financial services industry and will enhance Simplus’ offerings in that vertical, as well as in managed services.
3 reasons you might be losing customers
In our customer-centric world, deals are becoming more customized and complicated. Here are three reasons you might be losing customers.