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How Can Salesforce CPQ Be Successfully Implemented?

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  Salesforce is without a doubt is among the most powerful and commonly used CRM systems in the world. Aside from a diverse set of features, capabilities, and components, the powerful CRM also includes a number of tools, platforms, and add-ons that work together to ensure the CRM’s smooth operation. The CPQ is one such key platform, which is used by businesses to improve sales efficiency and generate more income. This powerful platform is among the most versatile software solutions on the market, and it can help your team optimize sales operations while providing correct quotations at breakneck speed. To get the most out of this software, however, you should concentrate on efficiently integrating it into your business ecosystems All About Salesforce CPQ Solution It is critical to follow a reputable Salesforce CPQ guideline to ensure a successful adoption of this sophisticated cloud-based platform, as the software assists in immediately dealing with price issues. Let’s take a brief ...

Why Should Financial Service Organizations Push for Digital Engagement

  Undoubtedly, customer experience has become the key to success in financial services. Like other organizations, banking and lending institutions are adopting digital channels to serve their customers. Post Covid-19, it has become necessary for the financial services industry to reimagine their digital banking experience to offer automated, personalized, and self-service options to customers. In today’s highly competitive marketing landscape, customers compare their banking experience with other industries. To retain and attract customers, banks and financial service organizations need to keep pace with increasing customer expectations. As per the research conducted by   J.D. Power , before the pandemic around  52% of banking customers  were branch-dependent. The research further stated that digital-only customers are less satisfied. This compels banks and lending institutions to improve digital engagement by providing customers a more connected, cohesive, and perso...