This blog post takes into account the in and outs of Salesforce financial services cloud. The blog paves the way for you to understand everything about the particular topic and how you can use it to grow your business. We ...

Salesforce is the worldwide leader in making revolutionary business applications, served from the cloud and are designed to help generate leads for an organization. Also, it is a great aid in getting new customers, closing deals faster and sell, service ...

AMS 360 Integration with Salesforce – Insurance is linked with everyone in some way or the other, be it personal insurance, property insurance, automobile insurance, etc. This gives you a fair idea of the customer base and data volume the ...

Salesforce for Nonprofits provides a comprehensive and unified view of almost every interaction that occurs between clients, members, funders, volunteers, supporters and affiliates that are associated with your organization. It can be of immense use for you when it comes ...

Customer support agents are always on an expedition to find the right information. But the lack of proper tools/resource and the lack of collaboration with other teams doesn’t allow them to reach their goals. Since most organizations use multiple tools ...

In our day and age, where customer centricity holds the key to profitability, organizations that had perfected the art of compartmentalizing systems need to wake up and smell the coffee. With the growth of cloud-based applications and SaaS, integration is ...

Pass card images and get accurate results in JSON. Most CRM / ERP software requires inputting customer/vendor details into the software and a major source of this data are business cards. Anything that involves manual input is a pain and ...

There are many uses case that will require your customer to manually sign a Document, few examples are: NDA, Contract or Power of Attorney. In other cases, you may need to issue a letter to your customer, few examples are: ...

It’s a known fact that paper forms are still in use by many industries and the impact is both on the environment and on the end user. Too many times we are being asked by a service provider to download ...

If you’re using Salesforce and want to run a comprehensive email marketing campaign, it’s likely that you’re going to eventually run into its limits. Salesforce is an excellent customer relationship management suite and has many advanced features, such as lead ...