The Consumer Financial Protection Bureau (CFPB) was recently found by a court to be unconstitutional. But regardless of the politics and legalities of the CFPB, the cause of protecting banking consumers should be a concern for everyone. This includes retail banks. A cynical observer might ask why a bank should care about consumers, but principles
Implementation is only part of the journey with a successful Salesforce solution. For long-term, continuous innovation and success with the platform, a Salesforce managed services engagement guided by a vendor (aka partner) who understands your needs, scope, and goals each step of the way is essential. Ensure your Salesforce managed services engagement gets off to
We like to think of customer relationship management (aka CRM) strategy as something new. But even in medieval times, merchants and tradespeople used strategy to better connect with their customers. Medieval merchants would use location to find the right customers — think of horse dealers at the city gate, or book merchants by the cathedral.
With the ease and availability of analytics implementations with widespread and user-friendly tools, every organization is looking forward to leveraging data analytics and machine learning. Data collection has become easier than ever before, and while many focus on capturing and housing as much data as possible so they can leverage it for personalization, analytics, and
Salesforce has a reputation for putting the customer experience at the forefront of their innovation efforts — and Dreamforce is the ecosystem’s launchpad where Salesforce products take flight. In true pre-Dreamforce fashion, Salesforce and Snowflake announced the expansion of their partnership, now enabling customers with the ability to securely share data in real time between
Many companies are shifting their business models to be more adaptive and flexible, and they often need assistance in managing their product pricing, quotation, and configuration. Salesforce CPQ helps such companies focus on their deliverables rather than wrap their heads around product configuration. This article focuses on the object model CPQ follows, and will give
If you’re reading this, it’s very likely that you’re familiar with Sales Cloud. It’s part of the Salesforce platform, and its main focus is to increase the effectiveness of the sales team in an organization. The main thing that sets Sales Cloud apart from the competition is its ability to combine customers’ account info with
If you’re unfamiliar with Salesforce Einstein Bots, they are chatbots. Chatbots are great for customer service as they give you the ability to respond instantaneously. If designed well, the conversation could sound very human and natural. Also, chatbots can significantly reduce agents’ workloads as they replace most of the repetitive manual tasks of answering questions
Record sharing and data security is at the heart of every Salesforce org. It’s critical that the right people have the right access to the right data. Achieving this goal isn’t always simple. A doctor friend at a thriving multi-office practice told me he was sick of not having access to the basic patient details
“Data is a precious thing and will last longer than the systems themselves.” – Tim Berners-Lee Insights derived from numerous data sources are what drive business decisions worldwide. But this is hindered when the accessibility of those sources is blocked or reduced due to a lack of tools required to access them. This is a