28 Dec 5 secrets to success for financial services reps
We have five secrets to success with Service Cloud that every financial service rep will be thanking their lucky stars for....
23 Dec 4 ways Salesforce helps financial services do more
Let’s introduce some basic features of Salesforce and how they help overcome four difficulties faced by those in financial services....
28 Apr Achieving quality data and adoption with Sales Cloud in financial services
Berkadia reached out to Simplus for implementing Sales Cloud. Berkadia wanted something that would encourage collaboration across its distributed workforce. ...
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
FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Sales Cloud...
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
MidAmerica wanted to simplify its complex data model for easier lead management. They came to Simplus to do the job right. ...
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
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....
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
Two is better than one they say. When it came to finding the perfect partner enablement solution for The Warranty Group, that proved true....
18 Feb Sales-to-Revenue: Is it time to check your pipes?
Automating your sales team is a great place to start. Here are three ways CRM software can enhance the customer experience. ...
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...