by Curtis Williams | Dec 12, 2022 | Financial Services
The purpose of Wealth and Asset Management is being reframed. Investors are looking beyond maximizing financial returns and want their investments to spark and support change. This trend, accelerated by the COVID-19 pandemic and recent social unrest, presents a growth...
by Simplus team | Nov 20, 2018 | Admin, Latest News, Salesforce CPQ
As more and more businesses enter the modern era of the subscription economy, we need more than just an asset to manage the necessary information about the products we’ve sold our customers. We also need quoting functionality that allows companies to process...
by Simplus team | Nov 15, 2018 | Admin, Latest News, Salesforce CPQ
As an organization grows, one of the most important problems is keeping track of not only what I sold but what I promised to my customers from a service and maintenance perspective when I sold that initial deal. This is incredibly important to serve your customers and...
