When legacy processes and overly customized workarounds start to take over, it’s time for a change. PowerDMS, a cloud-based policy management software provider, was experiencing the lack of visibility and time-consuming manual effort that comes with an unwieldy Salesforce instance. Simplus Advisory Services created the roadmap out and paved the way to a more seamless Salesforce experience at PowerDMS.

By cleaning up the Salesforce implementation and streamlining PowerDMS processes, Simplus was able to integrate sales, finance, marketing, customer success, and customer support departments at PowerDMS for a more cohesive understanding of the customer and enhanced collaboration. Approval processes and alerts are now utilized within Salesforce as well as automated opportunity stages. The effects on each department were carefully analyzed and understood by the Simplus Advisory Services team, ensuring the ideal solution for PowerDMS.

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