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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 Royal Bank of Canada (RBC) Wealth Management found itself. While a successful business, it was near the bottom of the… Read More »RBC Wealth Management Transformed Its Technology and Productivity with Salesforce

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 matter its size, region or industry. From custom bots that automate processes for increased efficiency to Salesforce integrations… Read More »Boost Productivity and Efficiency with Salesforce + Slack

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 recently Preferred Hotels did not have contract automation systems in place to manage contract renewals, which led to a slow contract renewal cycle.… Read More »Real-life Case Study to Automate Contract Renewals: Preferred Hotels

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 tools to manage customer interactions and improve or streamline sales, marketing, and customer service processes.… Read More »What is Salesforce?

Salesforce Data Optimization

Salesforce Data Analytics and Optimization Post-Covid

Data Analytics and Optimization Once data is properly integrated, marketers can begin to access it in a consumable format and extract new insights to inform decision-making. However, when asked to assess their data analysis and optimization capabilities, 54% of marketers indicated room for improvement. So what are the roadblocks in analyzing and optimizing marketing data? Key challenges are marketers’ inability to share and collaborate on… Read More »Salesforce Data Analytics and Optimization Post-Covid

Salesforce Order Management Software

The Impact Of Salesforce Order Management

Cost Savings And Business Benefits Enabled By Salesforce Order Management The objective of this study was identify the cost, benefit, flexibility, and risk factors that affect the investment decision using a multistep approach to evaluate the impact that Salesforce Order Management can have on an organization. Today’s consumers have massive expectations for their shopping experiences. The pandemic-fueled increase of in-home deliveries and the adoption of… Read More »The Impact Of Salesforce Order Management

Salesforce Support for Predictive Lead Scoring using Einstein

Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Leads have varying values, but until now there has been no reliable way to filter out unproductive leads efficiently. You’ve seen it thousands of times: Your sales reps sift through a sea of leads making decisions based on simplistic criteria like “this one is in my region,” or “that one is in our target industry,” or even “that company is big.” With Sales Cloud Einstein,… Read More »Convert Leads Faster w/ Salesforce Einstein Lead Scoring

Salesforce Update Fall 2022 - Winter 2023

Salesforce Release Fall 2022 / Winter 2023

The latest release works harder to help organizations augment volumes, reduce costs, and create efficiencies. These release notes offer brief, high-level descriptions of enhancements and new features. Included are setup information, tips to help get started, and best practices to ensure continued success. How to Get Ready for the New Salesforce Release Learn about new features and enhancements that affect your Salesforce experience overall. Reading… Read More »Salesforce Release Fall 2022 / Winter 2023

Tour Salesforce Part 5

Tour of Salesforce (Part 5 of 5)

Goal: Optimize The Sales Cycle Constantly improve the sales process with data-driven decisions and add your insights into Salesforce to customize your sales cycle and boost your sales team’s productivity every step of the way. Salesforce ReportsScrutinize every step of your seales process, so you can act on insights. Salesforce Maps Territory PlanningQuickly adjust territories to optimize them for your business. Sales CadencesRecycle lessons learned… Read More »Tour of Salesforce (Part 5 of 5)

Salesforce Sales Cloud Einstein

Tour of Salesforce (Part 4 of 5)

Goal: Hit Your Targets Set expectations that inspire, and reach them more often. Salesforce turns leaders into sales force that crushes. HIT YOUR NUMBERS Sales leaders have a tough job. Make forecasts that are moon shots … then travel to the moon. Sales Cloud can get you there with data that you can see, explore, and trust. Use this data to build a team of… Read More »Tour of Salesforce (Part 4 of 5)