The industry for mortgage businesses usually face a lot of challenges like changing expectations of customers and coping with regulations and compliance. To overcome these hurdles, businesses require the support of the right team and solution. Having a Salesforce Platinum Partner can help businesses with the right assistance and guidance. We’ll be exploring the value …
by Kriti Sharma 
Salesforce is one of the most renowned platforms in retail, enabling seamless management of data while maintaining customer relationships. Salesforce implementation also helps in the creation of efficient sales processes, and real-time tracking of leads and sales activities. With Salesforce, retailers can effortlessly build detailed customer profiles, monitor interactions and preferences, and automatically generate quotes …
by Kriti Sharma 
Salesforce is adopted by companies across different industries, considering its customizable features and scalability. But not all employees are able to adopt Salesforce easily. The best approach for companies is to get help from a Salesforce consulting partner to use the platform the right way and maximize Salesforce utilization. We’ve covered here some of the …
by Kriti Sharma 
When we think about firms that are growing digitally across the world, we would always think about the banking and financial services sector. It’s not just about the operations and workflows, but the same is also true in context to the customer service. That’s where having a CRM solution like Salesforce is helpful. But that’s …
by Kriti Sharma 
What if your financial institution could anticipate your needs before you even realize them? A running trend in financial services today is the desire for proactive guidance in managing finances. A recent study highlights this, revealing that while 73% of consumers expect their financial institution to anticipate their needs, only 37% feel that their agents …
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 
We all know that there’s a lot that Salesforce CRM has got to offer businesses in different industry segments. But all those features and functionalities that you might have got customized for your Salesforce solution might not be of any good if the potential users are not able to use them right. That’s the kind …
by Kriti Sharma 
If you’re someone looking to adopt Salesforce, your first step would be to look for a Salesforce partner. But that’s not as easy as it sounds. We keep hearing about companies hiring the wrong partners and losing money instead of achieving the growth they expected. What’s needed here is a better framework for hiring reliable …
by Kriti Sharma 
Whether you’re just starting out on your Salesforce journey or planning to extend your Salesforce investment and solution, Salesforce partners can help you get there. Top Salesforce consulting firms have trusted advisors, trained and experienced to help you meet your organization’s objectives while you use Salesforce. Partners work with organizations across products, industries, and sizes …
by Kriti Sharma 
