Salesforce-powered Loan-Origination & Digitization for Connected Banking Yes Bank just took its next step to revolutionize banking and lending services by collaborating with Salesforce. The partnership focuses on building a next-generation technology platform to power the retail lending business, in line with the lender’s strategy, which could further scale to help up the retail assets …
by Kriti Sharma 
Financial institutions tend to have protocols and shorthands developed over several years for efficiency that they’d like to bring over to their digital transformations and record-management systems. In this feature, we cover the essentials of a Lendio-Salesforce integration that we implemented to demonstrate this. This integration eliminates gruntwork and manual entry for the agents, so …
by Kriti Sharma 
As a platform, Salesforce could serve in several domains ranging from maintaining client relationships to automating workflows. Although the advantages of Salesforce look exciting, handling all of it in-house can be a challenge. With all the workload of the core business operations, maintaining the CRM with perfection would consume more time. Not only this, you …
by Kriti Sharma 
Salesforce Marketing Cloud, formerly known as Exact Target, is what digital marketers trust these days to reach out to the potential audience with the right message. Marketing Cloud helps in achieving a myriad of objectives. It creates a two-way conversation with the customers and helps to collect and analyze known and unknown customer profiles for …
by Kriti Sharma 
Customer service is one of the most effective undertakings for any organization. You need to engage with customers the right way by providing them the required resources without overwhelming them. But as a company grows, so does its need for customer support. Adding to agent headcount isn’t always scalable. That’s where you’ll look for a …
by Kriti Sharma 
For a business, the way a sales representative interacts makes or breaks brand-perception. So, representatives fumbling over the phone with a valuable customer can be detrimental to your brand image and make your customers switch to another service provider. Integrating CTI with Salesforce can help mitigate this. Integrating Salesforce with CTI or ‘Computer Telephony Integration’ …
by Kriti Sharma 
App integration and synchronization have been a sworn-by mantra for maximizing productivity and cost control. Salesforce & Mailchimp integration is among the many ways that businesses now use to provide a seamless experience for customers. Mailchimp Integration with Salesforce can be done in one of two ways – the app route or the API route. …
by Kriti Sharma 
With healthcare professionals adopting the right technology, a dramatic improvement in the care management approaches has been witnessed over time. From elevating the patient experience to analyzing the health records and making the right decisions, there’s a lot involved in the healthcare sector. Thankfully Salesforce Health Cloud finds itself capable of meeting these challenges. The Health …
by Kriti Sharma 
Medical devices are unique products in the sense that manufacturing them involves a challenging development life cycle. The end products must be completely tested and approved before they can be brought out for sale. In contrast, the demand for medical devices has increased to more than the current manufacturing output put together can keep up …
by Kriti Sharma