Now that Dreamforce 2025 has come and gone, it’s time for us to take a step back and dig into all the latest announcements. One of the biggest announcements in the media ecosystem...
Read moreAs consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live...
Do you have a work BFF that you rely on day in and day out? A trusted friend that you can go to for advice and guidance? Think of Salesforce Managed Services as just that! Your new Salesforce BFF will get you to take a step...
In this installment of our managed services series, we’re talking about the great unknown. With staff augmentation, platform and system integration, and post implementation already covered, we know that there are still...
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a...
The key to a bank’s success may be rooted in its ability to deliver positive experiences to its customers. According to McKinsey, more than 70% of senior banking executives rank customer experience as a top priority over the...
With each passing year, Earth Day becomes a more and more important event. Started in 1970 to encourage environmental preservation and protection, Earth Day asks us to look at how we are impacting the natural world around us...
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff...
Still thinking about managed services after our last post? You’re in luck! We know your full-time job consumes enough of your day, let alone trying to stay up to date with all of the requests coming from users, or staying on...
Apex is great for building out complex automations that would be difficult or impossible to do with declarative automations such as Flows or Process Builders. Among these are complex asynchronous automations including...
With adaptive technology and personalized solutions becoming the norm across all manner of businesses, it’s important to stay ahead of trends. As a platform, Salesforce is continually evolving — but your business only reaps the...
When Gartner asked their clients about the most critical priority facing marketing leaders, the overwhelming answer was customer journey orchestration. Gartner defines the customer journey as “a tool that helps marketers...
What does your claims process look like? Most insurance carriers typically have confusing multi-tiered processes that the average customer struggles to figure out and ignores the emotional journey the claimant is most likely...
