#salesforce
16 posts
Financial Services Cloud for Insurance: Feature Breakdown vs Custom Objects
A practical breakdown of what Salesforce Financial Services Cloud includes for insurance firms, and what you'd need to build yourself if you went the custom objects route instead.
Connecting Applied Epic to Salesforce: The Real Story
Two paths, real costs, and what we've actually learned after implementing this integration for multiple agencies.
Hipten and PipeLaunch Partnership
HipTen partners with PipeLaunch to automate prospecting and data enrichment for Salesforce users.
Insurance Industry Game Changer: Salesforce To Acquire Vlocity
Salesforce's 2020 acquisition of Vlocity and what it means for insurance carriers, agents, and digital transformation.
5 Reasons Insurance Companies Should Be Using Salesforce
Five key reasons insurance companies benefit from Salesforce, from streamlined data to automated workflows.
Dreamforce 2019 Learnings
Key takeaways from Dreamforce 2019 including Financial Services Cloud for Insurance, Einstein AI, and Service Cloud Voice.
Salesforce for Insurance Companies: Loss Control
How Salesforce supports insurance loss control with account management, field service, and business intelligence.
Pardot Lead Source: Why is the Field Empty?
Why your Pardot lead source field may be empty and how accurate source data impacts marketing ROI.
CRM Integration for Your Insurance Company
Why insurance companies need Salesforce CRM integration for better tracking, records management, and competitive advantage.
Summer 2019 Salesforce Updates
Highlights from the Summer 2019 Salesforce release including free surveys, enhanced related lists, and iPad support.
Benefits of a Self Service Portal for Insurance Companies
Five benefits of Salesforce self-service portals for insurance companies, from cost reduction to improved customer experience.
5 Ways to Improve Customer Support for Insurance Companies
Five practical strategies for insurance companies to improve customer support using digital tools and Salesforce CRM.
Insurance Policy Number Management Made Easy
How online policy management systems in Salesforce benefit both insurance customers and companies.
Pardot Lightning App
How the Pardot Lightning app integrates marketing tools directly into the Salesforce user interface.
Three awesome features from the Winter '19 release you need to know about
Three standout Salesforce Winter '19 features: Pardot Lightning Experience, list view search, and display density settings.
Clean Data is key!
Why clean Salesforce data matters and how data enrichment tools like Data.com can fix duplicate and incomplete records.