Category
Data Management
6 posts
All posts
April 23, 2024
Hipten and PipeLaunch Partnership
HipTen partners with PipeLaunch to automate prospecting and data enrichment for Salesforce users.
April 3, 2024
Turbocharge Your Insurance Firm's Cold Outreach: Mastering Salesforce Sales Engagement
How insurance agencies can use Salesforce Sales Engagement to systematize cold outreach and boost producer productivity.
November 28, 2023
Handling Submissions using Salesforce: Streamline, Prioritize, and Win More Business!
How carriers and MGAs can use Salesforce to manage insurance submissions, automate workflows, and track underwriter performance.
October 17, 2023
Breaking Free from Vendor Lock-In: Why Data Accessibility Matters in Insurance Technology
Why insurance agencies should demand data portability from their tech vendors and how Salesforce handles data exports.
May 29, 2019
Insurance Policy Number Management Made Easy
How online policy management systems in Salesforce benefit both insurance customers and companies.
May 2, 2017
Clean Data is key!
Why clean Salesforce data matters and how data enrichment tools like Data.com can fix duplicate and incomplete records.