For a professional services provider company, it is essential to have advanced knowledge of the field the company is related to. Companies related to professional services can deliver any service and require relevant professionals, whether a technician or a consultant. And every professional would require work on different operations, which can be difficult. Using Salesforce …
by Kriti Sharma 
When customers don’t receive the service they expect, chances are higher that their loyalty will shift. The same kind of dynamic also exists between employers and employees. It is essential that employers must deliver a great experience for employees — or they might risk losing them. That’s where workflow automation can be helpful. Automation has …
by Kriti Sharma 
For any contact center, the key to enhanced efficiency is customer service automation. But not every company is able to achieve that automation successfully. The need is to work more to enhance your customer service process, even after automating it. According to one of the research reports from Boston Consulting Group (BCG), 70% of digital …
by Kriti Sharma 
Like many business practices in different organizations, supplier management has seen major transitions over the last few years because of growth in technology and the global scale of the economy. There can be multiple suppliers making it hard to choose the best fit, but using emerging strategies like automation for managing supplier and partner experiences …
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