Salesforce for High tech

Solutions that scale you, not stall you.

When you have ARR and MRR targets to meet, you need solutions that scale with your growth plans. And, as an ambitious organisation, manual systems that once worked with a small team can quickly become redundant as you grow.

You need a solution that enables you to deliver the best customer experience at every stage of their journey: from that initial sign-up and onboarding, through to bespoke enterprise solutions.

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Simpala in your industry

Today, technology is pervasive across every industry, yet no two organisations have the same challenges. In SaaS, we understand the importance of your recurring revenue, whilst as an IT consultancy ourselves, we know how hard it can be to track consultants’ time to ensure profitability.

And whilst we, as tech companies, can be brilliant at delivering results for our customers, it can be difficult to prioritise the same approach for ourselves — that’s where we come in.

SaaS & Software

Recurring revenue is essential for your business, so you need to offer consistent onboarding, proactive customer service and the ability to spot churn signals early.

How Simpala helps
Bringing together disconnected systems enables you to work from a single source of customer data. Ensure customer success with quality onboarding and support, and embed AI agents to handle routine questions at scale. Analyse product usage data to spot opportunities and tackle churn risk early.

Fintechs

As you scale, you need processes and automations that suit your innovative approach, whilst maintaining compliance and supporting growth.

How Simpala helps
We believe in building for the future, with a scalable solution that is already prepared for your growth. A 360-degree view of your customers, combined with AI insights, helps you expand customer opportunities, reward loyalty and improve account referrals. 

Hardware & Tech Manufacturing

Complex configurations and bespoke designs often lead to a lengthy quoting and contract management process, and therefore long sales cycles.

How Simpala helps
Integrate your systems for a full 360-degree view of your organisation. Speed up and automate quote generation, streamline sales and the customer experience, forecast accurately, stay compliant and reduce admin.

IT Services & Consultancies

Project-based revenue can be hard to forecast. Client relationships are tracked and managed inside consultants’ heads, resource utilisation sits outside the CRM, and consequently, upsell opportunities are missed.

How Simpala helps
Give your team the ability to effectively and visibly manage customer relationships in one place. Review the sales process, from lead through to ongoing projects and forward-looking business development, in a purpose-built solution that we even use ourselves!  

“The Simpala team are true professionals. They not only understood our objectives but also shared their expertise throughout the engagement, ensuring our team was empowered with the knowledge to maintain and build upon the improvements independently going forward.”

Jack Wrigley
Commercial Lead, Saepio

Outcomes you can expect with Simpala

One customer view across all teams

Sales history, support interactions, product usage and renewal status.

No more manual pricing

Faster, more accurate quoting for complex, configurable or subscription-based products.

Go-to-market teams aligned on the same data

Sales, marketing and customer success working from one source of truth.

Behaviour monitoring

Early warning signals for churn, so customer success teams can take action before it's too late.

AI-powered support

AI customer service agents that handle onboarding, support and common queries, without increasing headcount.

End-to-end process

From lead generation through to invoicing, you can connect 3rd party systems, Apollo, Xero, Sage and more, in one location.

How we work: a tailor-made approach

Your business goals and culture dictate our project: there’s no one-size-fits-all. So, before we touch any technology, we take the time to understand your entire business.

We work with you throughout the project. We deliver straight-talking advice and thoughtful recommendations, designed to help your financial organisation see real results, fast.

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Solutions designed to tackle your challenges

Sales Cloud

The backbone of your central operating system: Sales Cloud underpins everything you do. Enhance efficiency, improve sales performance and gain real-time insights into your sales pipeline. 

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Revenue Cloud

A bespoke solution designed to help you confidently and accurately configure, price, and quote. Manage your end-to-end revenue process with invoicing, order management and recurring payments. 

Learn more

Agentforce

Predictive, generative and now agentic. Integrating AI into your processes enables you to scale support without increasing headcount, 24/7, just when your customers need you. 

Learn more

Experience Cloud

Engage with your community— customers, partners, employees— through branded portals, linked to your data. Offer self-service support, streamline collaboration and access live data directly from other solutions.  

Learn more

Fancy a demo?