Resources

Learn how our Salesforce experts and customers drive growth and success.

What We’re Thinking About These Days

Tune into Neocol’s featured resources to keep up with what is happening at Neocol, updates in the subscription economy, and more

Featured Article

Scale to IPO: Uniting Sales, Finance, & Customer Experience

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Subscription Management, the Ultimate Guide to Growth

Subscription management is an organization’s ability to create a compelling product offering

How to Streamline Billing and Collections with Salesforce

Billing and collections are accounting fundamentals that companies need to master from day one.

What is Product-Led Growth (PLG)?

Plus, how to achieve it with Salesforce.

Success Stories

Real-world examples of how our Salesforce experts drive growth and success for subscription companies.

Bridging the gap between Salesforce Billing & CPQ and NetSuite with UserTesting

Subscription Transformation built to scale with Imprivata

Cutting edge revenue automation using Revenue Cloud + RightRev with Widen

What Our Customers Are Saying

Chiro Chatterjee

Sr Director Business Systems

"Neocol is a nimble, flexible org, always ready to partner with the us. Their knowledge of Salesforce is exemplary and helped guide us on things small and big outside the scope of their project."

Theresa Zajicek

Director Accounting

“I enjoyed working with the Neocol group. They were fun and energetic, and were always able to come up with several different options and ideas to help us accomplish our project goals. They had team members with various skills in different areas to help us with both Salesforce architecture & process and navigating ways to ensure compliance with accounting principles.”

Blog

Resources and News

Addressing SPM Challenges: Salesforce Solutions Explored

Businesses know that an effective Sales Performance Management ("SPM") process means more revenue and better alignment of outcomes to company objectives. But creating and fortifying this process is no easy feat. Challenges arise across industries and geographies that...

Neocol Delivers On Time, On Budget Ahead of UserTesting’s IPO

Neocol Delivers On Time, On Budget Ahead of UserTesting’s IPO

UserTesting is a video-based platform that helps companies get feedback from their customers at every point of their journeys, enabling them to launch compelling and meaningful products.  The company was rapidly expanding and had manual processes that weren’t keeping...

What is Salesforce Genie and What Can It Do for Your Business?

What is Salesforce Genie and What Can It Do for Your Business?

Salesforce describes Genie as a “real-time platform for customer magic.” On the surface, Salesforce Genie may look like another Customer Data Platform (CDP), but it’s more. What is a Customer Data Platform?  Customer data platforms (CDPs) are marketing tools that...

How to Streamline Billing and Collections with Salesforce

How to Streamline Billing and Collections with Salesforce

Billing and collections are accounting fundamentals that companies need to master from day one. Unlike other activities, which can be delayed or executed in phases, a company’s billing and invoicing strategy must be carefully planned, tested, and implemented to keep...

How to Plan for a Successful Zuora Migration

How to Plan for a Successful Zuora Migration

Business practices have changed over the years, leaving many companies to find Zuora is lagging in a fast-changing and increasingly complex business landscape. Zuora is cloud-based billing and finance software for subscription management companies. But as time passed,...

Riskalyze Migrates to Salesforce Billing & CPQ in Just Days

Riskalyze Migrates to Salesforce Billing & CPQ in Just Days

Riskalyze Moves to Salesforce Billing & CPQ and Sets Team Up for Success with Neocol Riskalyze is a fintech company that provides SaaS solutions to financial advisors. It is revolutionizing the advisory sector with its technology that provides a numerical...

How to Transform Subscription Management with Salesforce CPQ

How to Transform Subscription Management with Salesforce CPQ

What is Salesforce CPQ? Salesforce CPQ stands for Configure, Price, Quote. It is a feature-rich tool that helps businesses automate and streamline sales processes and create customer quotes and proposals. At Neocol, we help subscription management companies gain...

3 Ways SaaS Companies Can Reduce Churn with Salesforce

3 Ways SaaS Companies Can Reduce Churn with Salesforce

This post will explore how to reduce churn in SaaS businesses and use Salesforce to retain the right customers.  What is customer churn, and why does it happen? Customer churn is when customers stop buying your products or services for a specific period. One of the...

Salesforce in 2023: 3 Keys Insights for Customers

Salesforce in 2023: 3 Keys Insights for Customers

With the looming fears of a recession, companies across industries are slashing costs and advising consumers to conserve their cash. How has this recent market chatter and shift in consumer behavior impacted Salesforce? No one is immune. Salesforce laid off hundreds...

Subscription Management: Ultimate Guide to Getting Started

Subscription Management: Ultimate Guide to Getting Started

Subscription management is an organization’s ability to create a compelling product offering — something that is valuable and differentiated in the market— which will entice prospective customers. But subscription management is...

Spotlight: Meet Travis Mullins

Spotlight: Meet Travis Mullins

Employee Spotlight: Meet Travis Mullins "Who says you can’t have fun at work?  I love what I do.  I love who I get to work with and I love helping our clients solve their business challenges through process and technology improvements." Travis is an Operations Lead...

Spotlight: Meet Brooke Grijalva

Spotlight: Meet Brooke Grijalva

Employee Spotlight: Meet Brooke Grijalva "Who says you can’t have fun at work?  I love what I do.  I love who I get to work with and I love helping our clients solve their business challenges through process and technology improvements. " Brooke is a Sales Director...

Prevent Churn & Drive Retention with Service Cloud

Prevent Churn & Drive Retention with Service Cloud

Customer Service has entered a new era of digital engagement. The traditional engagement channels of telephone and email are shifting to newer, more convenient contact points and customers are demanding more from their interactions. As a result, this demand has...

Spotlight: Meet Ben Logan

Spotlight: Meet Ben Logan

"I love what I do because I enjoy helping organizations find solutions to their challenges." Meet Ben Logan. Ben has been a part of Neocol since July 2021. In that time he has risen as a trusted advisor and leader within the Neocol technology team as a Technical...

Sales Cloud Unlimited: Everything Subscription Companies Should Know

Sales Cloud Unlimited: Everything Subscription Companies Should Know

Salesforce has officially unveiled Sales Cloud Unlimited - Here's what subscription companies should know about this high-powered edition of Salesforce's flagship product that comes equipped with automation, intelligence, and analytics to help organizations scale and...

Spotlight: Meet Megha Jaju

Spotlight: Meet Megha Jaju

"CPQ added a splash of color to the vanilla version of my pre-CPQ Salesforce world." Meet Megha Jaju, a Salesforce Developer & CPQ consultant who has been with Neocol since 2020. Megha's Salesforce career began as a QA for Salesforce implementations and has...

Neocol achieves the climb to Salesforce Summit Partner

Neocol achieves the climb to Salesforce Summit Partner

Neocol has quickly climbed through the partnership and navigator ranks due to its expertise in maximizing scalability and growth with Salesforce Revenue Cloud in the SaaS subscription space. Neocol achieves the climb to the Salesforce Summit Partner and Master...

Proactively Prevent Churn

Prevent customers from canceling or decreasing their subscriptions and related services.

Fuel Product-Led Growth

Position products as the main drivers of customer acquisition, activation, satisfaction, retention, and scalable expansion.

Quote w/ Speed, Accuracy,
& Control

Scale your business with essential controls, accuracy, and flexibility that drive top-line revenue.

Ignite Partner Relationship
Management

Unleash your partner network to
enable growth and provide world-
class service to your customers.

Best-In-Class CX Customer
Experience

Deliver personalized experiences to customers through innovative marketing, sales, service, and engagement strategies.

Unlock Efficient Self-Service 

Drive efficiency, reduce costs, and make it easier for your customers to do business with you at any point of their journey.

Automate Revenue
Recognition

Eliminate manual worksheet-driven processes by creating a fully automated, common source of truth.

Harvest Game-Changing
Intelligence & Data

Leverage data and AI across your business to optimize your operating model, supercharge performance, and make informed decisions.

Streamline Billing
& Collections

Automate invoice generation and contract updates to drive efficiencies.

Delight customers and ignite your partner network with multi-cloud solutions for subscription businesses
Improve the subscription customer experience, speed up sales cycles, and automate billing and revenue recognition

Drive profitable top-line growth selling through your partners

Unleash seamless integration and unparalleled efficiency, revolutionizing your business connectivity and accelerating growth
Simplify revenue recognition and compliance on the Salesforce platform

Meet your customers where they want to be met

Simplify the complexity and strain around evolving revenue recognition mandates

Delight your customers by enabling a simple, easy-to-use payments page

Services

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