Email is the most convenient way to communicate with your clients and keep them closer to your business for any industry. You are already doing a great job if you are using Salesforce to manage your customer relationships and Outlook to send out emails to your customers. But when it is about doing both simultaneously, …
by Kriti Sharma 
If we talk about the most complex operations for any business, it would definitely be making personal connections with customers and managing all financial services and information. With operations going more digital, there’s always a need to give more emphasis on performing accounting more precisely to reduce any chances of errors. To simplify this, companies …
by Kriti Sharma 
Data is the key to understanding customers for any business. However, the statement is valid when both sales and marketing data have accurate and updated information at their end. In many companies, teams face a common struggle to communicate with other teams to access updated customer information. That’s the kind of issue HubSpot and Salesforce …
by Kriti Sharma 
Gmail and Salesforce are two of the most frequently used solutions for businesses. They are the leaders of the sector, considering people go for Salesforce when they need to choose the best CRM solution and Gmail for sending emails. Their combined power is something that makes them more powerful. Salesforce Gmail integration is how businesses …
by Kriti Sharma 
Any sales or marketing professional would know that companies tend to handle mountains of customer information, which have to be securely managed and should be easily accessible. This is where the role of different Salesforce integrations comes in. According to the Connectivity Benchmark Report 2023 by Mulesoft, an organization uses 900 applications on average. The …
by Kriti Sharma 
Financial institutions always work on improving customer service, so they strive for improvements in work efficiency. The most important feature they need here is process automation, and that’s where Salesforce offers them great help. Not just the basic documentation, but core operations like loan processing and KYC automation can all be handled through Salesforce. It …
by Kriti Sharma 
As businesses are becoming technology-driven, organizations have started leveraging mission-critical systems to simplify their work and automate their business processes. Salesforce is the customer relationship management system that has won the trust of many companies, helping them hold data about customers and prospects securely together. But along with Salesforce, companies tend to use other third-party …
by Kriti Sharma 
For a successful Salesforce Integration strategy, it is important to determine the right way to leverage the robust APIs of Salesforce for effectively integrating data and streamlining operations. After that, Salesforce integration helps you get a holistic view of your process, a 360-degree view of your customers, and actionable data. But to achieve all of …
by Kriti Sharma 
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 …
by Kriti Sharma 
