A Beginner’s Guide to CRM Analytics for Financial Services

In the fast-paced world of financial services, data is your most valuable asset. But are you truly maximizing its potential? CRM Analytics (CRMA) can be your key to unlocking hidden insights, driving personalized client experiences, and making informed decisions that fuel growth. CRMA is a dynamic visualization tool that not only provides consistent insights across

Using Salesforce Einstein Conversation Mining to Enhance Case Deflection

This past December, Salesforce launched Service Intelligence, a new bundled product centered around unifying key insights for service agents and managers. Having undertaken a similar effort previously for sales users with its popular Revenue Intelligence product, Service Intelligence followed a similar approach: combine a blended set of functionality across different Salesforce components (Einstein predictions, CRM

Level Up Your Lending Game: Summer ’24 Release for Salesforce FSC

Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline complex processes. Technology becomes your greatest ally when it keeps pace with these demands. That’s why understanding the features of the latest updates, like those in the Summer ’24 release of Salesforce Financial Services Cloud

CRM Analytics vs. Tableau: What Should I Choose for my Salesforce Use Case?

When Salesforce purchased Tableau in 2019, the speculation began on how that product might complement (or compete with) Salesforce’s existing analytics tool, Einstein Analytics. Five years and two name changes later (it is now CRM Analytics) — plus a somewhat shifting roadmap for the Salesforce analytics suite of products — and we are finding many

Salesforce Dynamic Pages: Enabling a More User-Centric Design Approach

Designers, consultants, and developers constantly face challenges related to user adoption and enablement. To alleviate and potentially eliminate these challenges, it is crucial to implement a user-centered design approach throughout the entire solutioning process. When a user accesses a website or opens an app to complete a task, they are more likely to choose the