Financial institutions always work on improving customer service, so they strive for improvements in work efficiency. The most important feature they need here is process automation, and that’s where Salesforce offers them great help. Not just the basic documentation, but core operations like loan processing and KYC automation can all be handled through Salesforce. It …
by Kriti Sharma 
As businesses are becoming technology-driven, organizations have started leveraging mission-critical systems to simplify their work and automate their business processes. Salesforce is the customer relationship management system that has won the trust of many companies, helping them hold data about customers and prospects securely together. But along with Salesforce, companies tend to use other third-party …
by Kriti Sharma 
For a successful Salesforce Integration strategy, it is important to determine the right way to leverage the robust APIs of Salesforce for effectively integrating data and streamlining operations. After that, Salesforce integration helps you get a holistic view of your process, a 360-degree view of your customers, and actionable data. But to achieve all of …
by Kriti Sharma 
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 
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