sales cloud

Increasing adoption and accuracy in Sales Cloud

Going from manual to automated sales processes is a transformative move for any organization. When 1E approached Simplus with this need and a wish to easily apply discount percentages based on various details and to streamline a process involving over four applications, we knew just what to do.

Simplus used native Salesforce functionality to replace the time-consuming manual steps 1E sales reps were taking. This included consolidating field sets; leveraging process builders to insert product bundles and keep pricing in sync; and using formula fields, rollups, workflows, and more to create a custom discounting process for 1E’s needs. All these changes ultimately led to increased adoption and greater accuracy for 1E’s sales process. Check out more details about the engagement below!

 

sales cloud

 

Check back every week through July 2019 for the next Salesforce | Simplus customer success story! We’ll be posting a new one every week as part of our “Simplify your quote-to-cash journey” initiative.

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