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At a Glance

As a growing company, Verified First outgrew their existing system of Excel spreadsheets and manual data entry. Simplus was chosen to implement Salesforce and replace their non-scalable manual system.

Services Provided
  • Implementation
  • Consulting
  • Managed Services

Upgrading from Excel

Starting from the ground up, Verified First used Excel to manage their data. As the company grew, that manual entry system became unscalable. As their sales floor began to prospect thousands of accounts, Excel started to limit their growth.

Simplus was contracted to implement Salesforce and replace their existing system. This included importing the existing data and molding business processes to make sure that Verified First got the most out of their Salesforce instance.

It was only a matter of time before manually entered data in Excel would severely limit our growth and make it harder to remain the nations fastest growing provider of background screening. We needed to evolve a.s.a.p.

Ryan Hart, Director of Marketing

The Outcome

A custom ranking system for accounts in Salesforce was created to categorize accounts into ranks (A,B,C,D) based upon the SIC code and number of employees. With some custom work and detailed analytics from Simplus, Verified First now prioritizes prospects by industry and size. This custom development empowers Sales to focus on important accounts and work more efficiently.

Advanced analytics via a new custom dashboard for fine-tuning the ranking system to show key data points for making decisions and changes. In real time, administrators now see data points such as the number of calls per hour, day of the week, connection ratios by time of day, and average invoice size by industry.

Simplus also provided admin support and necessary training for Verified First’s staff and newly on-boarded employees.

Simplus provided near immediate return on investment in the form of a 36% increase in productivity and a staggering 83% increase in average sales per rep. after implementing and integrating Salesforce with InsideSales and Quickbooks.

Ryan Hart, Director of Marketing

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About Verified First

Verified First serves as the premier background screening organization in North America. Since 2009, it has provided criminal, financial, and other background information for thousands of businesses spanning across all industries and sizes including Fortune 500 companies.

Headquarters: Meridian, ID, USA
Industry: Human Resources
Website: www.verifiedfirst.com