APCO Holdings

Implementation Services, Managed Services

APCO had been using Salesforce in certain areas of the business, but felt it wasn’t realizing its full potential within the organization. Reaching out to Simplus, APCO was eager to leverage Simplus Managed Services as a partner in the management and ongoing improvement of its Salesforce setup and sales workflows. The company was also looking for a reliable partner who would truly understand its business model and long-term objectives. APCO was also looking to establish greater executive buy-in to the Salesforce platform and increase overall user adoption with more streamlined Salesforce processes.

Simplus Managed Services has worked on countless micro-projects with APCO’s Salesforce instance and supported the day-to-day management of Salesforce with enhancements, updates, and a thorough understanding of APCO’s business model and needs. APCO’s Simplus team includes a customer success consultant, a technical lead consultant, a Salesforce developer, and two configuration/admin consultants, in addition to a rotation of specialists in DocuSign, Conga, and Pardot thanks to the Managed Service flex utilization model. Among some of the most notable micro-projects Simplus has partnered with APCO on have been the creation of enrollment and business performance objects to streamline the account enrollment and development process and a complete business unit migration to align account management processes across the company. In fact, the enrollment object is now one of the most used features in APCO’s Salesforce instance, allowing users to easily enroll new business prospects. All of the microprojects have served to streamline APCO’s sales operations and improve integration and data handling best practices.