Joel is the head of customer support at a leading cybersecurity software provider company and he manages a team of over 400 service reps. His team is one of the best performing teams within the company. This, however, was not the case a year ago as Joel and his team was under the scrutiny of…
Salesforce SharePoint Integration – Salesforce is the world’s #1 cloud-based CRM giant offering comprehensive CRM solutions to millions of leading brands across the globe. However, when it comes to document management, Salesforce was not exclusively designed to be a Content Management platform. Instead, it is an integrated CRM solution that gives all your departments, including…
Salesforce Tableau Integration – Salesforce is known for its acquisitions, always with a strategy to deliver comprehensive CRM features and world-class experiences to its stakeholders. However, its recent purchase of Tableau for an enterprise value of a whopping $15.7 Billion has been an unusual one. Tableau is the biggest acquisition by Salesforce ever, the last…
This blog post takes into account the in and outs of Salesforce financial services cloud. The blog paves the way for you to understand everything about the particular topic and how you can use it to grow your business. We have tried to illustrate the methods by way of real-time screenshots. I hope you will…
Salesforce is the worldwide leader in making revolutionary business applications, served from the cloud and are designed to help generate leads for an organization. Also, it is a great aid in getting new customers, closing deals faster and sell, service and market in a smarter way. All this eventually adds up to the growth of…
Salesforce for Nonprofits provides a comprehensive and unified view of almost every interaction that occurs between clients, members, funders, volunteers, supporters and affiliates that are associated with your organization. It can be of immense use for you when it comes to offering improved programs and services followed by enhanced engagement and strengthening of your community….
AMS 360 Integration with Salesforce – Insurance is linked with everyone in some way or the other, be it personal insurance, property insurance, automobile insurance, etc. This gives you a fair idea of the customer base and data volume the industry possesses and needs to process. Within this industry, the Property and Casualty Insurance companies play…
Customer support agents are always on an expedition to find the right information. But the lack of proper tools/resource and the lack of collaboration with other teams doesn’t allow them to reach their goals. Since most organizations use multiple tools to collaborate & exchange information within departments, signing in to each knowledge source and extract…
In our day and age, where customer centricity holds the key to profitability, organizations that had perfected the art of compartmentalizing systems need to wake up and smell the coffee. With the growth of cloud-based applications and SaaS, integration is becoming the new norm, not for just large but also for small and mid-sized businesses….
There are many uses case that will require your customer to manually sign a Document, few examples are: NDA, Contract or Power of Attorney. In other cases, you may need to issue a letter to your customer, few examples are: Order Document, Thank you Letter, Service Bill or any other type of report or service…
