16 Jul Integrating and migrating data in Salesforce for financial services
FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Sales Cloud...
28 Jun Better lead management for financial services
MidAmerica wanted to simplify its complex data model for easier lead management. They came to Simplus to do the job right. ...
21 Jun Automating manual work in financial services
In the financial services industry, there's a lot of information. If you can automate and leverage that information effectively, you're set up for growth....
24 May Enabling partners with a Sales + Service Cloud solution
Posted at 15:17h
in Admin, Change Management, Financial Services, Implementation Services, Latest News, Sales Cloud, Service Cloud
Two is better than one they say. When it came to finding the perfect partner enablement solution for The Warranty Group, that proved true....
15 Mar Making way for clean data in financial services
Posted at 08:35h
in Admin, Financial Services, Implementation Services, Latest News, Sales Cloud, Salesforce Managed Services
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...
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
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
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, High-Tech, Implementation Services, Salesforce Billing, Salesforce CPQ
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, Latest News, Salesforce CPQ
From retail to banking and beyond, the success of any business is being measured by its ability to adapt to changing technologies...
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