The CRM World of Salesforce and Conga: Headlines, Updates, Changes, Fixes, Press Releases, Announcements, and Stories
Salesforce’s Customer 360 enables companies to connect and empower their entire organization spanning Marketing, Sales, Service, Data, IT and Analytics. Agentforce enables producers and account managers to hand off manual work so they can focus on deepening trusted client relationships and growing r…
During economic uncertainty, geopolitical volatility, and rising costs, customer relationships with financial institutions — such as banks, insurers, and wealth managers — are rapidly transforming. Customers are looking to their financial institutions (FSIs) for guidance on navigating the current ec…
Transform your business with Salesforce’s Customer 360 for Insurance. The right technology investments and AI innovation will allow insurance companies to cut costs, reduce complexities by consolidating systems, and maximize their ROI. Salesforce is the world’s #1 AI CRM that empowers insuranc…
Today’s digital environment offers a unique opportunity for financial services companies to create and access a complete view of their customers, thus improving the experience at every angle. Such transformation is long overdue in financial services, which has traditionally lagged other industries w…
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 arti…
The AI Revolution Of all the technological innovations since the birth of the internet, artificial intelligence (AI) is in a class by itself. By improving personalization and customer experiences, firms can future-proof and grow business over the long-term. And by prioritizing AI and a data-driven c…
P&C Intelligent Underwriting Workbench Applications 2023 Vendor Assessment IDC OPINION The commercial property and casualty (P&C) insurance outlook faces challenges from economic uncertainties, mounting regulatory compliance complexity, ever-demanding digital customer expectations, structura…
Data is in The Spotlight for Financial Services The financial services industry — from the boardroom to the customer — finds itself in a transformative era. Banks, insurers, and financial services firms are hyper focused on expanding existing relationships and attracting new customers. They’re doing…
AI will fundamentally change the banking industry — and society — in a positive way. New roles will be created, such as generative AI security or generative AI customer service. AI can make it easier to help customers with long-term financial planning, decide when to pay off their mortgage, or how t…
You can too! Many wealth management companies understand the benefits of implementing digital technologies. The struggle is in taking a daunting project and making it manageable from a technological standpoint while also getting advisors to adopt the new digital tools and processes. This is where Ro…
When economic uncertainty dominates headlines, businesses search for ways to do more with less. Productivity, efficiency and cost savings are must-haves and if you want to achieve those goals, you must equip your workforce with the right tools. Slack has a scalable solution for every company, no mat…
To alleviate common contracting pain points and achieve significant improvements, you need an effective contract management strategy. We’ve broken down this strategy into four universal steps. As you roll out your strategy, each step will compound success, capturing more value for your business and …
Not every contract is a sales contract, so a contract management system should be able to support any type of contract. While contracts that your sales team is responsible for are critical, buy-side contracts can introduce value to the organization – they have their own unique set of needs and proce…
Request: a business user asks for a contract The first step in the contract process is for someone in the company to request a new contract. In many companies, the request process can be very informal and disorganized. If there are no centrally located or easily accessible templates, it results in o…
You might see contract management as something that only pertains to legal or finance. But if you’re responsible for closing deals, you’re more involved with contracts than you realize. Because contracts are binding and govern over 80% of transactions and value, every business should care very much …