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data

02 Mar Integrating and migrating data in Salesforce for financial services

Posted at 00:20h in Admin, Financial Services, Financial Services Page 1, Implementation Services, Latest News, Sales Cloud
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FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Sales Cloud...

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financial

23 Feb Better lead management for financial services

Posted at 00:57h in Admin, Custom Configuration, Financial Services, Financial Services Page 2, Latest News, Sales Cloud
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MidAmerica wanted to simplify its complex data model for easier lead management. They came to Simplus to do the job right. ...

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build

17 Feb Automating manual work in financial services

Posted at 00:23h in Admin, Financial Services, Financial Services Page 2, Implementation Services, Latest News, Sales Cloud
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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....

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community cloud

10 Feb How to optimize partner sales with Community Cloud

Posted at 01:39h in Admin, Advisory Services, Community Cloud, High-Tech, Implementation Services, Latest News, Sales Cloud, Salesforce Managed Services
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Mojo needed specific functionality in its Community Cloud instance to make sure partner leads and deals were tracked and communicated with the sale team....

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sales

25 Jan Empowering B2B with a suite of Salesforce clouds

Posted at 00:06h in Admin, Australia, Change Management, Community Cloud, Implementation Services, Latest News, M&C Page 1, Media and Communications, Sales Cloud
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What happens when you have a tight deadline and need to transform your B2B process completely? You reach out to Simplus for a stellar engagement....

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service cloud

20 Jan Enabling partners with a Sales + Service Cloud solution

Posted at 00:17h in Admin, Change Management, Financial Services, Implementation Services, Latest News, Sales Cloud, Service Cloud
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Two is better than one they say. When it came to finding the perfect partner enablement solution for The Warranty Group, that proved true....

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cpq

15 Jan Testing and training: Keys to kicking off CPQ the right way

Posted at 01:17h in Admin, Advisory Services, Change Management, Implementation Services, Latest News, M&C Page 2, Media and Communications, Sales Cloud, Salesforce CPQ, Training
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Sometimes you just need a little help to make a good thing even better. That's what happened when Limelight Networks reached out for help implementing CPQ....

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increased adoption

06 Jan Increased adoption and accuracy in Sales Cloud

Posted at 04:48h in Admin, High-Tech, Implementation Services, Latest News, Sales Cloud
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Going from manual to automated sales processes is transformative for any organization. Simplus' solution for 1E has led to increased adoption....

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report

30 Dec Faster, stronger report generation with Sales Cloud

Posted at 07:26h in Admin, Change Management, High-Tech, Implementation Services, Latest News, Sales Cloud
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Lucid Software found themselves needing something different after its initial setup of Salesforce. Lucid Software reached out to Simplus for a fresh start. ...

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