professional services

Leveraging Salesforce in the professional services industry

FranklinCovey is a beacon of the professional services industry, providing organizational change through performance improvement and leadership training. However, FranklinCovey needed help merging two instances of Salesforce and streamlining Sales Cloud. Simplus stepped in to eliminate duplicate leads, duplicate data, and duplicate contracts for overall more efficient contract management and lead generation. Report creation time and data entry time both dramatically decreased after Simplus extracted, cleaned, and imported all of FranklinCovey’s data into a new instance. It was FranklinCovey’s first serious Salesforce project, and ultimately, as FranklinCovey said, the project was “easy and slick.”

 

 

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
process manufacturing
Why now is the time to level up in process manufacturing

If your process manufacturing organization isn’t considering both the macro and micro forces at work, your efforts to level up Read more

bill of materials
How to use Salesforce Communities for self-service functionality

Our story with Damballa is the perfect use case for those wondering how to leverage Salesforce Communities for self-service capabilities.

pandemic
Forbes: Gilles Muys on pandemic meets industry 4.0

Gilles Muys shared his insights into how COVID-19 will only accelerate preexisting trends, creating a new understanding of the workplace Read more