Active Endpoints Cloud Extend for Salesforce Delivers Do-It-Yourself Process Automation for PSA Financial

September 7, 2011 No Comments

SOURCE:  Active Endpoints

BOSTON — September 7, 2011 — Active Endpoints, Inc, the process automation company, today announced PSA Financial & Insurance Services shares their story of how Cloud Extend for Salesforce is capturing the sales knowledge of their top performers, replicating their successful sales patterns and enforcing data consistency to improve their sales productivity.

In a BriefingsDirect podcast hosted by Dana Gardner, principal analyst, Interarbor Solutions, Justin Hoffman, PSA Marketing Director, and Andrew Bartels, director of IT at PSA, present how Cloud Extend dramatically improved ease of use for the company’s account executives through drop dead simple, intuitive sales guides. Active Endpoints Vice President, Business Development and Strategic Accounts, Eric Egertson describes how PSA illustrates the benefits of automating sales processes with Cloud Extend for Salesforce.

Podcast highlights include:

  • Why PSA decided to use Cloud Extend for Salesforce as opposed to custom coding
  • Which sales guides are being used to ensure sales reps are maximizing initial opportunities
  • How sales guides are being used to cross-sell additional insurance and financial services
  • What benefits are expected, including the increase of the lead-to-close ratio

Putting sales and marketing professionals in control of designing and deploying sales guides and processes, Cloud Extend supports the entire lead-to-close sales lifecycle, from qualifying leads to closing initial deals, identifying cross-selling opportunities and beyond. Built using,’s social enterprise platform for employee apps, Cloud Extend is now available for a test drive on the Salesforce AppExchange at

For more information on Cloud Extend, please visit, and follow us on Twitter at @CloudExtend. For more information on Active Endpoints, please visit, subscribe to the RSS feed at, email us at or call us at 1 781-547-2900 x390.

About Active Endpoints, Inc.

Active Endpoints, Inc. delivers a unique suite of cloud-based and on-premise process automation products and related services to develop, integrate and deploy custom applications quickly and easily. The company’s products — Cloud Extend, ActiveVOS Enterprise and ActiveVOS Data Center Edition — target sales domain experts, IT project teams, business process outsourcers, and cloud service providers. The company has hundreds of customers worldwide from large enterprises to SMBs, spanning multiple industries such as telecommunications, government, financial services, and media and entertainment. Active Endpoints is headquartered in Waltham, MA with development facilities in Shelton, CT.


Cloud Extend and ActiveVOS are trademarks of Active Endpoints, Inc. All other brand names and product names are trademarks or registered trademarks of their respective companies.

Tags: Cloud Extend, Salesforce,,, AppExchange, Active Endpoints, CRM, ActiveVOS, sales management, sales managers, sales consultants, sales operations, product marketing, playbooks, SMB, Software-as-a-Service, SaaS, cloud

Media Contact

John Cingari
Chief Marketing Officer

Active Endpoints, Inc.



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