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Salesforce and Conga

The CRM World of Salesforce and Conga: Headlines, Updates, Changes, Fixes, Press Releases, Announcements, and Stories

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salesforce AI for wealth management

Salesforce Redefines Wealth Management with AI

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…

salesforce idc marketscape report 2023

Salesforce in IDC MarketScape Report

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…

global finance using Salesforce

How Financials Services Prepare for AI

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…

salesforce AI banking

AI Impact on Salesforce & Banking

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…

Salesforce for Wealth Management

RBC Wealth Management Transformed Its Technology and Productivity with Salesforce

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…

salesforce slack integration

Boost Productivity and Efficiency with Salesforce + Slack

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…

Best Contract Management Solution

Contract Management Success (Part 4 of 4)

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 …

Conga CLM Support Part 3

Contract Lifecycle Management CLM for All Types of Contracts (Part 3 of 4)

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…

Contract Lifecycle Management

Contract Lifecycle Management definitions (Part 2 of 4)

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…

Guide Salesforce Conga Contract Management

Best Guide to Salesforce & Conga for Contract Management (Part 1 of 4)

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 …

salesforce contracts conga

Conga for Salesforce Will Make You a Contract Superstar

It’s time to streamline and automate the contract renewal process to keep your customers loyal and sales teams efficient. Automated solutions in the Conga Suite will save time, create error-free documents, and ensure a better experience for customers as well as your associates. The renewal of …

Salesforce Preferred Hotels Conga

Real-life Case Study to Automate Contract Renewals: Preferred Hotels

Preferred Hotels has a network of over 800 partner hotels where they provide travelers luxurious accommodations and inspiring travel experiences. The company’s membership based-business model requires marketing cooperation with partner hotels which means there are a lot of contracts to manage. Until…

What is Conga for Salesforce Integration

What is Conga for Salesforce?

We recently posted updates for those curious about Salesforce how it can help small- to medium-size businesses continue to expand and grow. The next significant step is integrating Conga Software… so what is the Conga App or How does the suite of Conga software tools integrate with Salesforce?…

What is Salesforce

What is Salesforce?

Often we we need to start at the beginning to explain how small- to medium-size businesses can use a CRM tool like Salesforce to continue to expand and grow their business. A Top CRM Software Salesforce is a customer relationship management (CRM) platform that provides businesses with a suite of too…