“I have never worked with a team that was so willing to tackle problems.”

Ben Carr | Crest Financial

See how Simplus helped Crest Financial implement Sales Cloud.

Salesforce for Financial Services

We understand the needs and pains felt by financial services organizations. Let our Salesforce experts help you navigate those needs.

Common Concerns

Segmented Customers/Accounts

Whether through acquisitions or growth, many financial services organizations find themselves dealing with multiple systems containing siloed customer and account data.

Simplus has years of experience with system integrations, and can merge multiple Salesforce instances, integrate Salesforce with external systems, or a combination of both. Get the omnichannel view you truly desire.

Operational Efficiency

If your business struggles to track and maintain cases, achieve or maintain high customer satisfaction scores, or monitor the health of your client accounts, Simplus can architect a solution for you.

Through a combination of system integrations, a Service Cloud implementation, or Sales Cloud customization, Simplus can give you full visibility into your data.

Data & Analytics

Tracking data and analytics on your customers and accounts can be difficult without the correct data structure. Simplus has experience setting up complex reporting in order to give you visibility into your data.

Leveraging Sales Cloud and custom development, Simplus knows how you give your business a complete bird’s eye view of your data.

Resellers & Partners

Managing a network of partners and resellers can be a massive time commitment and strain on your organization. But the role they play in your organization is crucial.

Salesforce Communities gives your network a self-service portal to manage leads, contacts and data. Simplus has created many custom portals to allow financial services companies to manage their partner network.

Benefits by Department

  • Develop and introduce customized solutions and programs tailored to the needs of different markets and client types
  • Create guided selling for sales and partners to identify and recommend relevant products and services
  • Provide management and partners with an integrated view of data within Salesforce
Operations & IT
  • Enable product managers to introduce new products, support guided selling, templates and promotions
  • Centralize pricing rules and guidelines natively on the most secure CRM platform, Salesforce
  • Gain a 360º view of revenue across product lines with integrated dashboards and reports
  • Easily configure and manage templates and standard language while still maintaining usability
  • Support tailored quotes and proposals, while complying with federal and state regulations
  • View audit trails to monitor revision history across contracts, amendments, upsells, and cross-sells
  • Easily manage document signatures by integrating DocuSign, keep detailed records of signatures and versions
Not only has Simplus saved the company and employees in all departments a ton of time and money, they continue to come up with new inventive ways to make our processes more efficient.

Ryan DriesbachPhunware

Take charge of your financial organization.

Sales Cloud

Sell smarter and faster with the world’s #1 CRM solution.

Salesforce CPQ

Configure, price, quote (CPQ) sales automation.

Salesforce Billing

Get paid faster with smart billing automation.

Service Cloud

Support every customer. Anytime. Anywhere.


Streamline your team with the future of B2B marketing automation.

Community Cloud

Reimagine customer, partner, and employee engagement.