report

Faster, stronger report generation with Sales Cloud

What happens when a high tech organization doesn’t feel trained to use Salesforce? Less visibility and certainly less user adoption. Lucid Software, the provider of Lucidchart and other visualization apps, found themselves in this situation after its initial setup of Salesforce. Lucid Software reached out to Simplus for a fresh start.

Simplus collaborated with Lucid Software to re-implement Salesforce the right way. Simplus also made sure to train key users at Lucid Software so that the new setup was adopted with ease. We also set up different report types and dashboards optimal for Lucid Software’s needs. All in all, it made for 99.5% more accurate forecasts and 99% faster report generation. Not bad, not bad at all.

 

Lucid Software

 

Check back every week for the next Salesforce | Simplus customer success story! We’ll be sharing one every week to help you simplify your quote-to-cash journey.

Related Articles
podcasting
4 advanced strategies for optimizing monetization of podcasting

Let’s explore four key ways to effectively use technology to pull ahead of the competition and optimize your podcasting potential:

salesforce billing
A complete CPQ implementation under six weeks

Weave wanted to jump on the solution — CPQ — and wanted to jump on it fast: a six-week implementation Read more

data security
6 enterprise data security stats all companies need to know

Data is the new currency for enterprise business. Without a constantly updated hub of dynamic data, most companies would have Read more