Case Study: Crest Financial streamlines Salesforce implementation with Simplus

Crest Financial completes Salesforce implementation ahead of schedule with Simplus

Simplus helped Crest Financial, a large and fast-growing "No Credit Needed" leasing company, overcome the challenges of its manual data entry and shared document systems. These outdated processes struggled to support the company's growth, making accurate reporting and forecasting difficult. A previous consulting partner had failed to deliver a comprehensive Salesforce implementation, leading Crest Financial to engage Simplus for advisory and implementation services.

Simplus replaced the previous partner and conducted a fresh Salesforce implementation with a consultative approach focused on best practices. They established business processes and strategy, and created separate roles, profiles, and permission settings to securely manage data access for two distinct types of employees. The entire implementation and consulting engagement was completed ahead of schedule, allowing Crest Financial to fully leverage its new Salesforce instance.

Crest Financial