Simplus Team

Create departmental synergy and optimize workflow through cloud integration

Departments across your organization are looking for new ways to gain sales-ready leads, create lasting relationships with clients, and generate predictable revenue. As SaaS applications for sales, project management, and marketing multiply, more and more relevant customer data sits in the cloud, but on separate disjointed systems. This leaves departments increasingly siloed, unable to collaborate and share insights that should inform strategy.

Optimizing workflow through cloud integration is a step in the right direction for many organizations. Integrating cloud products for marketing, sales, and project management teams creates interdepartmental synergy. Relevant KPIs and metrics are made accessible to necessary stakeholders by syncing this data across systems. Key decision makers benefit from timely insights which empower department heads to optimize customer interactions, make processes more efficient and capitalize on others’ insights when developing processes for their teams.

Additionally, individual stakeholders within an organization benefit from insights into detailed accounts of a customer’s history. Customer service representatives can see who executed a post-sale implementation so they know who to contact. Project managers can coordinate with sales to make sure technical specs are aligned with customer needs. Centralizing this data through integration makes processes more fluid, transparent and efficient for all stakeholders.

Rather than forcing your sales and marketing teams to check multiple services, a cloud integrator can get ERP, CRM, project management tools, and other systems to “talk” to each other so that a clear profile of customer needs and behavior emerges.

If you struggle with inefficient workflows or a lack of synergy and communication among departments due to incompatible systems, contact us for an initial consultation.

Related Articles
customer experience
Forbes: Gilles Muys on the new customer experience in 2021

Gilles' customer experience article addresses tactics you can take to not only reach your customers but also streamline the sales Read more

report
Faster, stronger report generation with Sales Cloud

Lucid Software found themselves needing something different after its initial setup of Salesforce. Lucid Software reached out to Simplus for Read more

increased adoption
Increased adoption and accuracy in Sales Cloud

Going from manual to automated sales processes is transformative for any organization. Simplus' solution for 1E has led to increased Read more