Automated onboarding isn’t just about eliminating paper Onboarding is often an unpleasant process for both clients and advisors. The forms are tedious, asking the same questions repeatedly. Even before the digital revolution, wealth managers noticed a loss of business due to incomplete applications and advisors leaving for firms with better onboarding technology. Automated onboarding, which […]
What is automated customer service? Automated customer service relies on technology to handle routine tasks without direct human involvement. This includes answering basic questions, suggesting knowledge base articles, and routing complex requests to the appropriate agent, benefiting support teams. How to automate customer service | 2. Email and Social Media Autoresponders | | 3. Automated […]
What is Salesforce (and why are its executives predicting the future)? What is Salesforce? Positioned as the worldwide frontrunner in customer relationship management (CRM), Salesforce plays a pivotal role in facilitating meaningful connections between companies and their customer base. Offering a platform that spans the spectrum of industries and business sizes, Salesforce empowers digital transformation […]
In this session, we’ll delve into the realm of Salesforce Governor Limits and explore strategies for overcoming them. These limits pose a significant hurdle for Salesforce developers, as surpassing the defined thresholds in Apex code triggers Salesforce to enforce these governor limits, resulting in an unhandled runtime exception. Consequently, meticulous attention is required during application […]
In today’s rapidly changing world, what’s highly sought after? The answer is simple – “skills” that involve mastering essential management tools to stay on top of your tasks. Among these tools, Salesforce is crucial for managing your daily workflow, ensuring that your work pipelines stay organized and efficient. While many people use these tools, truly […]
What Is Salesforce Classic? Before Salesforce Lightning, Classic was the main look of the Salesforce CRM platform. If you’ve used it, you probably noticed it doesn’t have a modern design. For instance, the text is small, and graphics aren’t very clear. In short, Classic isn’t up-to-date for today’s high-quality screens Now, you might wonder why […]
What is sales automation? When companies try to sell their products or services, they go through different stages: finding potential customers (leads), figuring out which ones are interested (qualifying), keeping their interest alive (nurturing), and finally, turning interested people into actual buyers (sales). In this process, there are many small tasks that take up a […]
What Is Salesforce CPQ And What Is It Used For? CPQ, short for configure, price, quote, is a fantastic tool that simplifies your sales process. Integrated with your CRM platform, it streamlines your sales tasks, making everything faster and more organized. Imagine a user-friendly tool that not only cuts down administrative work but also boosts […]
What Is Data Cloud? You’re tired of repeating your purchase history to customer support agents, or frustrated while searching for specific items on an online store. We’ve all been there, craving seamless and instant experiences. Enter Data Cloud, the enchanting real-time platform for customer magic. Data Cloud works its magic by synchronizing data every millisecond, […]
What is Salesforce LWR? With Salesforce LWR, you can build modern web apps that offer great digital experiences without compromising performance, security, or scalability. Discover a world of possibilities with Salesforce Lightning Web Runtime (LWR)! Imagine vibrant online communities, user-friendly knowledge bases, and interactive web portals packed with essential data and key metrics. It’s the […]
