Pardot is a marketing automation tool aimed at cutting down the Marketing and Sales team attempts to comprehend the most lucrative leads, seal-the-deal, and maximize ROI paving the way for seamless connectivity with clients through Social Media & Paid Marketing. It’s close cousin, Salesforce Marketing Cloud is a unified platform for orchestrated customer relationships that opens up management of relationships and campaigns across the customers. Besides, it gets your business insights into various stages of a customer’s journey and their experiences too. Difference between Pardot and Marketing Cloud Broadly Pardot and Marketing Cloud have a lot in common they’re both …
Salesforce-powered Loan-Origination & Digitization for Connected Banking Yes Bank just took its next step to revolutionize banking and lending services by collaborating with Salesforce. The partnership focuses on building a next-generation technology platform to power the retail lending business, in line with the lender’s strategy, which could further scale to help up the retail assets portfolio of Yes Bank. From the outside, the prime focus of this collaboration is to create a unified experience for the customers that will drive aggressive retail-led growth for the bank. With this partnership, Yes Bank has marked its position to be among the first …
Lendio-Salesforce Integration: Automated Storage of Account & Lending Information on Salesforce
Financial institutions tend to have protocols and shorthands developed over several years for efficiency that they’d like to bring over to their digital transformations and record-management systems. In this feature, we cover the essentials of a Lendio-Salesforce integration that we implemented to demonstrate this. This integration eliminates gruntwork and manual entry for the agents, so they don’t have to switch between systems. It also lets lending agents or ‘loan officers’ record account holder information and loans & deposit details stored on Lendio, automatically to Salesforce, eliminating the possibilities of human errors. You’ll see how key details form lending accounts are …
5 Benefits of Hiring an Offshore Salesforce Development Team
As a platform, Salesforce could serve in several domains ranging from maintaining client relationships to automating workflows. Although the advantages of Salesforce look exciting, handling all of it in-house can be a challenge. With all the workload of the core business operations, maintaining the CRM with perfection would consume more time. Not only this, you might have to think about hiring resources to manage it all. Here you would look to get it handled with minimum expenses and workload. Offshore Salesforce development is the way for you, saving you from all the pain and expenses. Offshore Salesforce development adds scalability …
What Makes A Successful Marketing Cloud Implementation
Salesforce Marketing Cloud, formerly known as Exact Target, is what digital marketers trust these days to reach out to the potential audience with the right message. Marketing Cloud helps in achieving a myriad of objectives. It creates a two-way conversation with the customers and helps to collect and analyze known and unknown customer profiles for a consolidated view of the target market. Marketing Cloud helps to measure, optimize, and report the market performance of your product or services across different channels and also provides increased predictability with AI support. 1. Start with a clear purpose When we talk about Marketing Cloud, …
5 ways Salesforce Service Cloud lets you deliver better customer fulfillment
Customer service is one of the most effective undertakings for any organization. You need to engage with customers the right way by providing them the required resources without overwhelming them. But as a company grows, so does its needs for customer support. Adding to agent headcount isn’t always scalable. That’s where you’ll look for a tool to handle customer support. Salesforce Service Cloud is an excellent solution for you that helps in delivering omnichannel customer service. It helps you allocate resources more efficiently with strategic data-automation to enhance the way you deal with your customers. Here’s more on how Service Cloud …
CTI with Salesforce to Improve Business Efficiency
For a business, the way a sales representative interacts makes or breaks brand-perception. So, representatives fumbling over the phone with a valuable customer can be detrimental to your brand image and make your customers switch to another service provider. Integrating CTI with Salesforce can help mitigate this. Integrating Salesforce with CTI or ‘Computer Telephony Integration’ systems has helped representatives manage customer interactions productively. Telephony over Salesforce gives the users an ‘open API’ enabling third-party CTI vendors to easily connect all their telephony channels to a shared Salesforce interface. To enhance customer experience, CTI integration with Salesforce enables automated call logging, …
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