Customer experience is an important metric for different industries. Talking about the financial services industry, institutions these days consider customer satisfaction as a core principle. It is true that a positive customer experience leads to greater satisfaction, higher retention rates, and better customer loyalty while negative experiences drive customers away and damage reputations. Salesforce development …
by Kriti Sharma 
Every year, as soon as a Salesforce release comes up, all Salesforce developers get their eyes to check out all the new features and updates that could improve the development processes and experience. Every release ensures that developers can enhance the way they work to develop robust apps. In the latest Salesforce Summer ‘24 release, …
by Kriti Sharma 
Whether you are a Salesforce user or a Salesforce development company, implementing a solution for a client, one thing you always keep on the top of your mind is to ensure that the data on the solution remains safe. The same is while building any Salesforce app; along with adding all the functionalities, ensuring the …
by Kriti Sharma 
What makes Salesforce so impressive is its ability to integrate efficiently with external systems like EHR, offering a solution to enhance patient engagement alongside clinical data management. Salesforce Health Cloud integration is an impressive option for healthcare institutions as it can bring all data together, giving HCPs a unified view. In this blog, we’ll be …
by Kriti Sharma 
Many companies struggle with generating instant quotes, especially for large and complex projects. This challenge arises because product data and support services are often scattered across different systems. Sales agents are required to gather all relevant data before applying pricing rules, which can be a time-consuming process involving reviews, clarifications, and approvals, ultimately extending the …
by Kriti Sharma 
It’s that time of the year when the Salesforce Spring ‘24 release is approaching us, and the first thought that pops up in our mind is how this release would bring wonders for the developers. Salesforce development could be a bit tricky, but with every new release, the developers are able to access new features …
by Kriti Sharma 
As a Chief Technology Officer (CTO), you would surely be aware of the importance of the right technological support to take your business to success. In the current business environment, it is essential to stay ahead of the competition to offer the best experience to customers. That’s where Salesforce comes in. But integrating Salesforce when …
by Kriti Sharma 
The financial services industry is definitely one of those sectors where the players have been facing a lot of difficulties in maintaining pace with the growing customer demands and expectations. Especially when it comes to wealth management, traditional strategies are continuously going in vain, thus making digitization essential. The existing challenges of wealth management faced …
by Kriti Sharma 
Hey there, fellow marketers! Are you looking for ways to jumpstart your lead generation efforts? If so, you’re exactly where you should be. In today’s fast-paced digital landscape, generating high-quality leads is critical for any business to thrive. And that’s where a Salesforce consulting agency comes in. Salesforce consultants can help you streamline your lead-generation …
by Kriti Sharma 
