15 Feb Silicon Slopes: Challenges in the FNS industry and how Simplus helps
On the latest Revenue Growth University episode, Amy Cook sat down with Tim Smith to discuss the financial services industry and its challenges....
07 Aug 3 ways Salesforce complies with industry regulations in financial services
Posted at 13:08h in Admin, Financial Services, Latest News, Salesforce Billing, Salesforce Cloud
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Using Shield, Einstein, and the automation of Salesforce, financial services organizations can protect themselves from penalties, fines, and high costs....
31 Jan Fixing common CRM frustrations with (simple) Simplus solutions
Posted at 23:07h in Admin, Custom Configuration, Financial Services, Implementation, Latest News
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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. ...
23 Dec Harness the benefits of Salesforce Billing!
Posted at 04:18h in Admin, Advisory Services, Change Management, Custom Configuration, Financial Services, Implementation, SAAS, Salesforce Billing, Salesforce CPQ
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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....
23 Oct CPQ for lenders: What you’re missing by not investing
Posted at 23:10h in Admin, Change Management, Financial Services, IndustryHP, Salesforce CPQ
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From retail to banking and beyond, the success of any business is being measured by its ability to adapt to changing technologies...
03 Oct Ready for ASC 606? Salesforce CPQ can help with that
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...
25 Sep Cashing in on Salesforce CPQ is money well spent
Posted at 16:55h in Admin, Financial Services, Implementation, Salesforce CPQ, Uncategorized
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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....
23 Aug Simplus acquires Basati to enhance Financial Services offerings
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...
10 Aug Two big reasons you should consider Salesforce Billing
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,...
08 Aug ASC 606: What you need to know
by John Shields On December 15, 2017, the most significant accounting changes the financial industry has seen since Sarbanes-Oxley begin. In May 2014, FASB issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), and the International Accounting Standards Board (IASB) issued International Financial Reporting...
