Simplus Managed Services continues to actively help APCO streamline its workflow with a best practice-driven Salesforce environment.
Articles & Insights
Financial Services
4 lessons financial services can take from tech leaders
Decision-makers in the financial services industry can take several cues from the prominent success stories of the tech industry.
Achieving quality data and adoption with Sales Cloud in financial services
Berkadia reached out to Simplus for implementing Sales Cloud. Berkadia wanted something that would encourage collaboration across its distributed workforce.
Financial services guide to the Salesforce Summer ‘22 Release
The financial services guide includes a look at guided discovery questions, Slack integration, and enhancements to Financial Services Cloud.
Ways DevSecOps is keeping SaaS safe for customers
When companies reach out for digital transformation with DevSecOps, companies can feel better knowing security measures have been integrated.
3 ways insurance CIOs can lead digital innovation
CIOs in the insurance industry can become true leaders of digital innovation by following our three industry-specific strategies.
Targeted sales and marketing with Sales Cloud and Pardot
In financial services, effective data mining and compliance are top priorities. But how do you pick the right tools to get the job done?
Integrating and migrating data in Salesforce for financial services
FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Sales Cloud
Better lead management for financial services
MidAmerica wanted to simplify its complex data model for easier lead management. They came to Simplus to do the job right.