automation

From manual work to custom automation with Sales Cloud

Talena, a high tech software company all about integrating machine learning with storage optimization, came to Simplus to implement a custom configuration of Sales Cloud. The company started off with a fresh Salesforce instance, but no additional configuration. Talena was unable to find full visibility into reports, couldn’t utilize the Salesforce system for the best ROI, and was still manually downloading, cutting, and pasting reports.

Simplus worked to change all that. We created a solution that used best practices and present enhancements to support the Talena team and their approach to Salesforce. We established automatic reports to remove the manual processes plaguing the company and created custom dashboards so each team member could find powerful, pertinent data according to their user role. Additionally, we provided training to ensure the Talena team was ready to use Sales Cloud on their own. Check out what results this led to below!

 

 

Check back every week for the next Salesforce | Simplus customer success story!

 

 

Related Articles
patient care
2 ways gamification is shaping a new generation of patient care

Let's summarize how gamification is scoring big in transforming current patient care and how it's impacting future healthcare providers.   

data
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 Read more

smarter operations
3 trends driving smarter operations at manufacturers of all sizes

In this article, we’ll dive into each of these three trends and discuss the benefits each holds for establishing truly Read more