The banking industry has completely transformed and now what matters the most is how a bank is able to deliver personal experiences to its customers and build customer trust. That’s why commercial banking institutions are now moving to Salesforce Financial Services Cloud to deliver a more cohesive and customized customer experience. Financial Services Cloud helps …
by Kriti Sharma 
Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need is to deepen customer relationships and give ample attention to customer profitability. Thus, the focus would be on improving customer experience in banking with Salesforce implementation. Salesforce helps banks to …
by Kriti Sharma 
Each company can be different from another, whether in terms of industry or values, but one thing that remains common is the need for marketing. With the rapid digitization, the ways companies have been doing marketing have changed a lot. Companies are leveraging the power of marketing automation and boosting the marketing effort with Pardot. …
by Kriti Sharma 
Managing task distribution and assignment is basic for any company. But for a large company with a huge workforce, it can certainly be trouble. Talking about companies belonging to heavy industries like oil and gas, locomotive manufacturing, mining, or machine tool building, there can be many tasks and even more employees. Manually assigning tasks won’t …
by Kriti Sharma 
One of the realities of a manufacturing company is that your sales cycle is different from a cut-and-dried model. You won’t have fixed pricing for all customers. For a manufacturing company, it is common to manage a massive product catalog, many options of customization, and different quotations for each customer. That’s where using Salesforce CPQ …
by Kriti Sharma 
Salesforce Field Service Lightning is the Salesforce product that works best for any business that involves people working in the field for repairs, maintenance, deliveries, or installation. But that’s not all. The effectiveness of field service can also be seen in inventory management. Guided field service and warehouse inventory management can now be brought together. …
by Kriti Sharma 
For a manufacturing company, preparing professional and accurate quotes is just as important as other operations. It may sound easy, but as the number of clients increases and demands custom pricing and packages, the billing process becomes even more complex. In such cases, companies would look for solutions that could help with guided selling and …
by Kriti Sharma 
The demand for private equity organizations for asset management has increased a lot over the years. There is a massive increase of assets to be managed and operation transformation with new emerging business models in the industry. And to manage the complex operations for asset management, there are many capabilities for private equity in Salesforce, …
by Kriti Sharma 
Many companies falsely believe that accounting is not related to customer services and business growth, making the mistake of improvising the accounting section. However, the truth is that it is as important as other operations of the company. Many firms have been using Salesforce to manage different aspects of the business. It’s time to bring …
by Kriti Sharma 
