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 
Being a Salesforce project manager is all about brainstorming, scheduling, planning, and monitoring Salesforce projects running in an organization. Salesforce project managers should be efficient in communicating both in technical and non-technical terms. They are the ones who need to ensure that projects are completed according to the mentioned specifications within the planned budget and …
by Kriti Sharma 
While Salesforce implementation can help an organization improve its processes efficiency, but if not done right, it can end up being disastrous for the business. Most companies make the mistake of leaving out the trouble spots of the business and only using a fraction of the full power of Salesforce. Because of this, they fail …
by Kriti Sharma 
Since many companies have realized customer relationship management to be the key to business growth, it has become a common strategy to adopt Salesforce as their CRM solution. But is a company new to Salesforce would be able to implement it right by itself? Well, no. The employees would need a Salesforce partner to do …
by Kriti Sharma 
