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CRM

Salesforce AI for Insurance Industry

AI + Salesforce Delivers Efficient Personalization

  • CRM

Throughout the financial services industry, customers are looking for more personalized, streamlined and convenient experiences without compromising on trust and security. The insurance industry has already made strides to adapt to these trends by seeking out ways to automate operations and use artificial intelligence (AI) to generate insights and predict trends in a bid to become more agile and responsive as an organization as well… Read More »AI + Salesforce Delivers Efficient Personalization

salesforce data privacy

Personalization vs. Privacy with Salesforce and Conga

  • CRM

Data in this update is based on a survey of 6,000 marketing leaders worldwide. This report is based on a third-party, double-blind survey conducted from June 30 to August 8, 2022, that generated 6,000 responses from marketing managers, directors, VPs, and CMOs across 35 countries. Customer data for customization and privacy… a fine line Marketers know that transformative, customer-centric engagement relies on data — and… Read More »Personalization vs. Privacy with Salesforce and Conga

Marketing Data Integration

Unify Marketing Data with Salesforce

  • CRM

Boost Marketing Intelligence with In-depth Analysis after Data Integration Customers have shifted their expectations and behaviors in response to our increasingly digital world. Businesses must accelerate data integration to keep up. Data integration is a challenge for all organizations. There is so much marketing data constantly being generated, and integration requires ongoing updates and thoughtful innovation. With the right marketing intelligence platform like Salesforce, modern… Read More »Unify Marketing Data with Salesforce

Enhanced Domains Salesforce

Prepare for Enhanced Domains Deployment Beginning in 2023

  • CRM

Confidentiality, integrity, and availability of your data is vital to your business. To comply with the latest browser and security standards, Salesforce is requiring that customers enable enhanced domains to update the hostname formats for the domains that serve Salesforce orgs. Salesforce will deploy enhanced domains in sandboxes and non-production orgs in the Winter ’23 release (starting in late August 2022 for sandboxes). Enhanced Domains… Read More »Prepare for Enhanced Domains Deployment Beginning in 2023

CRM + Sales Process

Inflation & Resignation Exposes Challenges with Traditional Selling Methods

  • CRM

It’s time to update your CRM with Salesforce and Conga The pandemic and the recent flood of resignations have exposed long-standing problems and inefficiencies in most companies’ sales processes. Contrary to some prognosticators, data suggests that quota attainment and sales success aren’t just about hiring the right sellers. In fact, data suggests that most organizations have competent, hard-working sellers onboard. Sellers proved their worth through… Read More »Inflation & Resignation Exposes Challenges with Traditional Selling Methods

Revenue Cycles - Manage Better with Conga Document Generation

Automate Your Sales Process to Improve Revenue Cycles

  • CRM

Do you have multiple brands and growing and are looking for a fully integrated and branded eCommerce solution for your customers? Let’s explain how a sales team can realize dramatic performance gains by integrating DocuSign and Conga with Salesforce. This is great insight into how some changes and adjustments can increase your team’s productivity. Life before integrating Salesforce, DocuSign, and Conga Prior to using Salesforce,… Read More »Automate Your Sales Process to Improve Revenue Cycles

Salesforce Sales Cloud Unlimited + Conga

New in 2022: Sales Cloud UNLIMITED

  • CRM

Sales Cloud is Salesforce’s CRM platform designed to support sales, marketing, and customer support (B2B or B2C). The software/application can accelerate sales production with AI and Automation. Insights gleaned from artificial intelligence can cut closing times significantly to make sales teams more efficient in order to drive growth. Salesforce Sales Cloud Sales Cloud is a customizable CRM product that brings all your customer information together… Read More »New in 2022: Sales Cloud UNLIMITED

Reduce Stress - Conga and Salesforce

5 Ways to Reduce Stress with Conga and Salesforce

  • CRM

Conga Contract Management System A contract management system (CMS) is intended to be an app (software) developed to manage your organization’s agreements through creation, collaboration, negotiation, signing, tracking, and renewal.Nowadays the volume and complexity of contracts businesses have to manage has grown exponentially. Organizations simply can’t afford to have legal and sales teams bogged down with mundane tasks, outdated systems, and stunted workflows. With Conga’s… Read More »5 Ways to Reduce Stress with Conga and Salesforce