Salesforce

Queues in Salesforce

4 mins read

Salesforce queues are a collection of records that don’t have any owner. Users who have access queues can view the data that exist in them and can also claim ownership of any record. Queues in Salesforce help to prioritize, distribute and assign records.  It becomes useful in the case of […]

Salesforce

Benefits of Salesforce Financial Services

4 mins read

The Salesforce Financial Services CRM provides financial institutions with all the necessary tools and services to operate their business with less complexity and greater ease. It lets banks and other financial institutions build trust and earn customer loyalty through personalized experiences.  Financial Services Cloud breaks down the data silos in […]

Salesforce

Import Data to Salesforce (some tips)

5 mins read

Data Migration is one of the most critical tasks in Salesforce CRM software for any organization. Moving data from its current location (an external system) to Salesforce CRM can be a challenging procedure if not executed in a strategic careful manner. In today’s post, we are focusing mainly on importing […]

Salesforce

Salesforce Financial Services Cloud

5 mins read

Keeping up with the ever-changing customer expectations can be pretty overwhelming. There is a growing need for more personalized services and experiences. Customer value creation is the most crucial goal for any organization.  Financial institutions have utilized Salesforce for a decade now to manage client data and enhance their productivity. […]

Salesforce

What is Salesforce Genie?

4 mins read

Salesforce Genie, announced this year during the most popular Salesforce event Dreamforce 2022 is a real-time CRM platform for data integration. It supports businesses in reshaping their relationship with their customers by providing personalized, real-time, and hyperscale customer experiences and interactions.  Salesforce Genie powers the complete customer 360 platform. With […]

Salesforce

Why Salesforce Health Cloud ?

5 mins read

Salesforce Health Cloud is a cloud-based CRM for healthcare enterprises in the world. Its main focus is to enhance the overall doctor-patient relationship and to give a better patient experience. There are several use cases of health-cloud for life science organizations. We have talked about the 10 best use cases […]