Select Page

Leveraging Salesforce in the professional services industry

Nov 15, 2021 | Admin, Implementation Services, Sales Cloud

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!

 

 

0 Comments

Submit a Comment

Authors

Simplus logo
Simplus team
 |  + posts
Your Quote-to-Cash Process Has 14 Handoffs. It Should Have Zero 

Your Quote-to-Cash Process Has 14 Handoffs. It Should Have Zero 

At Simplus, we’ve implemented Revenue Cloud Advanced across financial services organizations navigating exactly this transition. The pattern is consistent: unify the revenue data, get the platform right, and the AI use cases that felt out of reach become the next logical step. 

Stop Blaming Your Sales Team. Blame Your Tech Stack

Stop Blaming Your Sales Team. Blame Your Tech Stack

After working through dozens of enterprise Salesforce implementations across financial services, high tech, and energy, the reason is almost always the same: organizations are building AI strategies on top of broken revenue data.