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
Scale to IPO: Uniting Sales, Finance, & Customer Experience
Success Stories
Real-world examples of how our Salesforce experts drive growth and success for subscription companies.
What Our Customers Are Saying
Chiro Chatterjee
"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
“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.”
Doug Anderson
“Neocol is a very hands-on partner and is willing to do whatever is needed to get the job done. When presented with an issue, Neocol was prompt at resolving the problem and explaining what broke down and exactly what the fix was -- this was very beneficial for future issues that may arise.”
Blog
Resources and News
Salesforce Revenue Lifecycle Management – Transact on a Scalable, Flexible, Efficient, Omni-Channel Platform
Salesforce Revenue Lifecycle Management provides the ability to transact when and where you want on a scalable, flexible, efficient, omni-channel platform. As the subscription economy turns its focus to Profitable Efficient Growth (“PEG”) rather than...
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?
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
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
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 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
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...
How Salesforce Revenue Cloud Helps Subscription Companies Battle Inflation
Increasing technology costs are top of mind for virtually every company right now. However, despite economic headwinds, CIOs are still accelerating the shift to the cloud. Gartner forecasted a 3% growth in IT spending in 2022, and it appears spending was consistent...
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...
What is Product-Led Growth (PLG)? Plus, How to Achieve it with Salesforce.
Remember the heyday of Zoom? After the world shut down in 2020, video calls were the most convenient way to stay connected with friends and family. The pandemic drastically changed our everyday lives, but Zoom provided us with a way to keep in touch. We used it to...
Neocol CEO Invited to Join Salesforce Revenue Cloud Partner Advisory Board
Ryan Lott, CEO & Founder of Neocol, was invited to join the Salesforce Revenue Cloud Partner Advisory Board. Recognized for their leadership and innovation, Advisory Board members participate in Revenue Cloud discussions and work with Salesforce executives to...
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 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
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
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...
Managed Services Brochure
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
"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
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
"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...
Battling Inflation – How Salesforce Revenue Cloud Can Help Subscription Companies
You don't have to understand macroeconomics to know that the words inflation and recession mean bad news for consumers and businesses, alike. After an extended period of economic growth, low unemployment, and low-interest rates, inflation, in many industries, is at...
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...
Spotlight: Oscar Guggiana Neto
“I love Salesforce CPQ because it challenges me every single day. I have found a new passion!” Oscar Guggiana Neto: A journey geographically, professionally and personally Oscar Guggiana Neto, a Solution Architect, searched for opportunities to relocate from Brazil...
Spotlight: Drew Adams
What is a day in the life of a Solution Architect superstar? Get to know more about Drew Adams, who has a passion for CPQ and Coffee. Drew Adams: Coffee with CPQ Drew Adams has participated or led in the launch of over 500 physical and digital products throughout...
Spotlight: Brooke O’Donnell Grijalva
We carry through Women's History Month by recognizing some of our fantastic team. Brooke O'Donnell Grijalva: An Invitation to a New Career Path Brooke O'Donnell Grijalva, Sales Director, is proud to have contributed to Neocol's Westcoast expansion by growing client...
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.
Drive profitable top-line growth selling through your partners
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
