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
reskill
Engage new recruits and reskill talent for manufacturing’s labor shortage

Some approaches are workforce development within the industry as led by NAM and in-house training programs to reskill existing talent Read more

sales
Forbes: Who To Have On A Superstar Sales Team

What's most important when selling? Is it the customer pain points, the negotiation strategy? Good guesses, but according to Mike Read more

community cloud
How to optimize partner sales with Community Cloud

Mojo needed specific functionality in its Community Cloud instance to make sure partner leads and deals were tracked and communicated Read more