Clean data is vital for financial services, and especially for migrating from an old platform to a new one with custom configurations. When a high-profile financial services company approached Simplus for help with just that, we knew what to do.The client was having trouble with...
On the latest Revenue Growth University episode, Amy Cook sat down with Tim Smith to discuss the financial services industry and its challenges....
Using Shield, Einstein, and the automation of Salesforce, financial services organizations can protect themselves from penalties, fines, and high costs....
So, what’s the truth about CRM? The simple answer is that the product is as good as your leaders make it. But expert implementation and advisory services don’t hurt, either. ...
Salesforce Quote-To-Cash is the world’s most powerful CPQ and billing SaaS platform to date. There are boundless benefits to having CPQ and billing functionality on the same platform; by pairing them, you can go far beyond the sale and manage the entire customer journey seamlessly....
From retail to banking and beyond, the success of any business is being measured by its ability to adapt to changing technologies...
By Weldon McKenzieThe ever so fondly-named ASC 606, otherwise known as the new standard in revenue recognition, is no policy to bat an eye at.Issued by both the Financial Accounting Standards Board (FASB) and International Accounting Standards Board, the new standard intends to, as Deloitte...
What if there was a tool that frees you to be out in the field where you can do your job? Salesforce may have the answer by way of Steelbrick Quote-to-Cash....
Simplus, a leader in Quote-to-Cash implementations, has acquired Basati to increase implementation support in the Financial Services industry. SALT LAKE CITY, UTAH (PRWEB) AUGUST 23, 2017 Simplus, a provider of Quote-to-Cash implementations, has acquired Basati to increase implementation support in the Financial Services industry. Basati is a Salesforce Partner...
by Ashley TerryGoogle “business billing services” and you’ll find 5 million results. Billing can be a tedious task that is plagued by human error and slow turnaround. A cloud billing solution can help you achieve “reduced operating expenses, better cash flow management, higher collection rates,...
